Dealflow Management
Work as a Team
on Every Deal
Implement an effective process for deal flow management, preventing any oversight of valuable opportunities
- Use a centralized platform covering the entire deal flow lifecycle
- Facilitate collaboration within the investment team and with entrepreneurs
- Save time and ensure consistency in your investment approach
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Connected and integrated
Connect your workspace to your existing tools to ensure data is centralized and smoothly integrated into your workflow
Customizable
Customize the stages of your investment process, to match your fund's specific workflow.
Collaborative
Facilitate collaboration among team members through shared views, notes, and task assignments.
Centralize Funding Applications Data
- Connect your favorite forms to your workspace
- Connect any other source of data with our Make connector
- Receive real-time notifications for new opportunities
- Log and schedule actions regarding all opportunities
Bring your team on the same page
- Share a visual overview of all opportunities at hand
- Set team priorities and next steps
- Improve the efficiency of your deal flow process / investment committee
Leverage Analytics to support your investment decisions
- Visualize your Deal flow key metrics in intuitive dashboards
- Tag co-investors and log deal sources & referrals
- Focus your efforts and ressources on the channels that yield most promising investment opportunitities
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