Solutions designed to manage the back office of any Venture Capital firm. Track limited partner investors, document fund strategies, review and vet potential deals, standardize due diligence processes and track portfolio company performance.
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.
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.
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.
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.
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.
SmartSuite unites your information, processes and collaboration tools. See how our key features can be used to help your team reach its goals.
Visualize your deal flow with Kanban View. Track deals through every stage of your review process, manage priorities and capture attributes unique to your investment thesis.Solution Tab Link Text
Strike up conversations within any deal record to collaborate in real-time directly where the opportunities are being assessed. Share thoughts with staff or review recommendations from the team in real-time.Solution Tab Link Text
Roll-up and track key metrics from every investment or fund. Use dashboard widgets to display reports, embed documents, publish announcements and more.Solution Tab Link Text
Ensure the right access is available to team members. Invite investors and portfolio companies to join your SmartSuite account to access reports, add company metrics or collaborate in real-time.Solution Tab Link Text
SmartSuite offers an evolution in file and document management. Move beyond shared folders in the cloud to store key documents directly in the system of record. Manage company, investor, and fund files all in one spot.Solution Tab Link Text
My Work provides single place to view your work across all processes and projects. Assign items to staff, manage priorities, and create personal to-dos for one unified view of your work life.Solution Tab Link Text
SmartSuite makes it easy to automate deal flow. Trigger actions based on the status of deals, or dates to ensure work keeps flowing. Invite LPs or portfolio companies into the mix to trigger systematic updates or automate status and metric reporting.Solution Tab Link Text
Track prospective deals, company profiles, contacts and lead sources. Assign team members to deals and manage all your transactions in one central space.
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.
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.
Geared for nonprofit organizations to plan and track ongoing fundraising campaigns to add fresh fuel to pursue their purpose. From simple to complex, you can assign owners, track designs and approvals, and draft the perfect messaging to open the hearts, minds - and wallets - of potential donors.
Our awesome native apps are coming along and will be published really soon !
Will be available by January 1, 2022