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Common Use Cases

Explore the range of use cases that we can cover for you. Click on them to see the solution templates that we have ready.

Centralize and standardize venture capital workflows

Centralize And Standardize
Venture Capital Workflows

Manage every back office process of your Venture firm in a single platform. Capture rich data on deal flow, assess investment opportunities and manage your portfolios. Track companies, industry players, key contacts, and partners to create a digital map of your relationships. Access real-time data and metrics at a glance with dashboards and flexible reports.


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Comprehensive venture CRM

Comprehensive
Venture CRM

Capture rich data with a comprehensive customer relationship management solution. Track companies, industry players, key contacts, and partners to create a digital map of your firm's or fund's relationships.

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Visualize your deal pipeline

Visualize Your
Deal Pipeline

Manage deal flow from first introduction through close. Collaborate on deals and customize the data you capture to assess investment opportunities based on your unique investment thesis.

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Record company milestones, track portfolio company metric, assess valuations and use powerful reporting capabilities

Portfolio
Tracking

Track every deal over time. Record company milestones, track portfolio company metric, assess valuations and use powerful reporting capabilities to compare against benchmarks or other fund investments.


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Use SmartSuite to centralize your SPV documentations

Onboard LPs
Manage SPVs

Use SmartSuite to centralize your SPV documentations. Roll out a white glove service to onboard investors using workflow automations. Unifying your records is the first step to promoting strong, long-term investor relationships.

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Track company metrics over time

Track Company
Metrics Over Time

Centralize your portfolio company key metrics by allowing them to log KPIs monthly, quarterly, annually - at any cadence that fits their stage of operations. Adjust metrics by stage, from launch through growth and exit.

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How SmartSuite Works For Your Teams

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Explore All Features

Venture Capital

Click on the cards below to view a live, read only version of the solution template.
Track prospective deals, company profiles, contacts and lead sources. Assign team members to deals and manage all your transactions in one central space.

Click to view live interactive demo of the solution

Venture Deals & CRM

Track prospective deals, company profiles, contacts and lead sources. Assign team members to deals and manage all your transactions in one central space.

Track prospective deals, company profiles, contacts and lead sources. Assign team members to deals and manage all your transactions in one central space.
https://app.smartsuite.com/shared/pb7v5n6n/shared-solution/FOfkLv2SqI/
Use the Board Management solution to run better, more productive board meetings

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Board Management

Use the Board Management solution to run better, more productive board meetings, whether you're leading for profit business entities, nonprofits, or public benefit corps. Directors can track attendance, organize meeting minutes, vote, share docs, share files and more with other members.

Use the Board Management solution to run better, more productive board meetings
https://app.smartsuite.com/shared/pb7v5n6n/shared-solution/rgSn6LiDM4/
Keep an eye on your market dynamics by categorizing and analyzing the competitors in the space you play

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Competitor Analysis

Keep an eye on your market dynamics by categorizing and analyzing the competitors in the space you play. Choose any metric you want to track and build out records as you see fit.

Keep an eye on your market dynamics by categorizing and analyzing the competitors in the space you play
https://app.smartsuite.com/shared/pb7v5n6n/shared-solution/4hvvDBM6Cv/
Raise capital and manage your investment pipeline

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Fundraising CRM

Get relief with an easier way to raise capital and manage your investment pipeline. Startup founders on the venture-backed path can close more conveniently than ever.

Raise capital and manage your investment pipeline
https://app.smartsuite.com/shared/pb7v5n6n/shared-solution/LdCsSBX6v2/

Click to view live interactive demo of the solution

VC Portfolio & Fund Manager

Record and visualize all of your Investments in different Funds and Companies and see how they are performing over time.

https://app.smartsuite.com/shared/pb7v5n6n/shared-solution/4Pd2WCEa4U/

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