For venture funds and investment groups improving the way they search analyze, vet, and protect startup investment opportunities is crucial to their success. To do this, they must have the appropriate deal management tools in place to support their particular workflow.

These software solutions enable you to quickly spot and prioritize investment opportunities. They also allow your team to act on prospects based on their own criteria. They also make it simple to keep up with the most current information about management strategies bolstered by data-driven insights opportunities and their progress within the pipeline so that no opportunity is missed by the wayside.

It’s difficult to manage deal flow, therefore it is recommended to use an approach that lets you share your information with other partners and stakeholders. This will ensure that your team is provided with the tools necessary to evaluate startups and have more eyes on potential partners.

Some of the top deal flow management tools provide a range of additional options to increase efficiency, such as sharing and co-working documents in a secure setting (like iDeals and Altvia) Project management and tracking the progress. Other tools, like Metabeta offer a customized pipeline for email automation and mentor matching, updates on startup processes and a checklist for diligence, and more.

Affinity is a platform that is driven by relationships that assists capital markets firms contextualize their relationships and act on the most complete, up-to-date information. The unique unified platform of CRM offers relationship intelligence with deal sourcing, diligence, and integration. It is ideal for managing LP-facing tasks such as fundraising, deployment of capital, evaluating portfolios, and increasing LP’s loyalty.