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.
How SmartSuite Works For Your Teams
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
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.
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.
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.