NEXT-GEN SOFTWARE FOR
Deal & Relationship Management
Proactively manage your dealflow, amplify your relationships, streamline deal pipeline management and increase collaboration across your firm.
Contacts, relationships, deal pipeline & process management software for asset management firms.
Single Source of Truth
CRM to Track Deals and Relationships
Firmwide View of Contacts, Deals & Companies
Better Collaboration & Transparency
Simple Dealflow Management
Real Time and Forward-Looking Deal Pipelines
Surface Key Deal Sources and Relationships
MS Outlook, Excel and Gmail Plugins
Deal Pipelines
Track and manage workflows for all current deals
- Monitor all the deals being worked on across your firm in real-time
- Manage deal-related workflows and processes
- Surface information about key relationships
- Optimize your deal sourcing engine and network of contacts via analytics
Deal Watchlists
Never forget about upcoming deals and your best investment ideas
- Proactively manage your deal pipeline by tracking future deals and investment ideas
- Reminders to ensure that top investment ideas stay on your radar
- Collaboration tools help ensure that all your firm’s resources are geared towards building a strong deal sourcing engine
Deal CRM
Build institutional memory through a single source of truth across your firm
- A firmwide database of all your contacts, companies, deals and relationships
- Build your institutional memory and pool of data by logging notes, calls and meetings
- Reduce manual data entry by automatically capturing key email conversations
