Venture Capital

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.

Use SmartSuite to manage your venture deals
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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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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

Kanban View

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.

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Conversations

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.

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Dashboards

Roll-up and track key metrics from every investment or fund. Use dashboard widgets to display reports, embed documents, publish announcements and more.

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Permissions

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.

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File Management

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.

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My Work

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.

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Automations

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.

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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.

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/pb7v5n6n/solution/6123c079f7edc3f3225c908d/6123c079f7edc3f3225c9090/6123c07a62c91a3f2decf239/grid
Use the Board Management solution to run better, more productive board meetings

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/public/pb7v5n6n/solution/611fcd1440f7cffcb1ba148f
Keep an eye on your market dynamics by categorizing and analyzing the competitors in the space you play

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/public/pb7v5n6n/solution/5f515d6b50975acf5ba54692
Raise capital and manage your investment pipeline

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/public/pb7v5n6n/solution/611e69d94edc4448ba063573

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