Manage Venture Capital Firm Operations
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.
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.
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.
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.
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.
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.
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.
How SmartSuite Works For Your Teams
Kanban View
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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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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.
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.
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.
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.
VC Portfolio & Fund Manager
Record and visualize all of your Investments in different Funds and Companies and see how they are performing over time.
