at Financial Technnology Year
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Deal Flow Management Systems for Deal Sourcing and Origination
Software platforms that help track and manage incoming investment opportunities, allowing VCs to organize, prioritize, and collaborate on potential deals from first contact through evaluation.
Other Deal Sourcing and Origination
DealRoom for Investment Banking & VC
By: DealRoom
https://dealroom.net/investment-banking-and-venture-capital
By: DealRoom
https://dealroom.net/investment-banking-and-venture-capital
Deal pipeline visualization, collaborative workspace, secure document storage, custom deal flow management, integration with CRM systems, advanced reporting, and data rooms with granular permission controls.
Deal tracking, portfolio monitoring, pipeline management, collaboration tools, automated data capture, custom reporting, investor relations management, and integration with email systems.
AI-driven deal sourcing, pipeline management, deal evaluation frameworks, and collaboration tools for enhanced visibility and efficiency in the investment process.
SaaSOptics Financial Operations
By: SaaSOptics
https://www.saasoptics.com/products/revenue-operations/
By: SaaSOptics
https://www.saasoptics.com/products/revenue-operations/
Automated revenue recognition, subscription reporting, deal tracking, and analytics tailored for subscription businesses, improving financial management and visibility.
Facilitates visibility into portfolio companies, automates cap table management, and enables real-time valuations, supporting deal sourcing and strategic decisions.
Customizable pipeline, automation of sourcing workflows, collaboration tools, and real-time analytics for deal origination and management.
Pipeline tracking, deal collaboration, feedback loops, automated reporting, and knowledge sharing built specifically for venture capital workflows.
CobbleStone Deal Management
By: CobbleStone Software
https://www.cobblestonesoftware.com/solutions/deal-management-software
By: CobbleStone Software
https://www.cobblestonesoftware.com/solutions/deal-management-software
Deal origination, workflow automation, document management, analytics, audit trail; customizable for VC and PE environments.
Startup database, advanced search and filtering, pipeline tracking, market mapping, investment signals, and CRM integration for VCs.
Deal pipeline and application tracking, reporting, LP portals, communication tools, due diligence, and workflow automation tailored for VC.
Deal submission portal, deal screening and evaluation, due diligence tracking, collaboration tools, investor syndication capabilities, portfolio company monitoring, and customizable workflows.
Deal tracking and management, investor database, pipeline analytics, document sharing, notes and follow-up tracking, and integration with email for streamlined investor communications.
Deal flow organization, startup application review, due diligence tools, investment syndication, document sharing, portfolio management, and collaboration tools for investment groups.
Deal tracking, pipeline management, collaboration tools, document management, portfolio monitoring, LP reporting, investor relations management, and data visualization.
Flexible deal tracking, relationship intelligence, automated data capture, customizable workflows, email integration, analytics, and team collaboration tools.
Automated data entry, relationship intelligence tracking, deal pipeline management, team collaboration tools, advanced analytics, automatic network mapping, and integrations with email, calendar and other business tools.
Advanced search capabilities, deal tracking, and monitoring of funding rounds, access to data-rich company profiles, and the ability to create customized lists and alerts for deal sourcing.
Deal flow management, portfolio updates and metrics tracking, investor updates, collaboration tools, data visualization, and custom templates for consistent reporting across portfolio companies.