![]() In this free tool, you’ll find tabs that help you track your investments by: Which is why we put together a basic CRM tool to help VCs manage their deal flow. It all adds up to a lot of activity and information to manage. The funding process is complex, requiring sourcing and screening of hundreds of investments, meeting with prospective companies, and assessing the viability of the possible investments through analysis and conversations. Attempting to manage information and make critical investment decisions based on information haphazardly collected across emails, meetings notes, spreadsheets, and conversations, is a disaster in the making. Venture capital deal flow is a complicated process that demands efficiency and accuracy. ![]() When we say poor deal flow, we’re referring to the breakdown in the consistency of deals and the quality of the data used to track deals. We’ve witnessed VCs turning to CRM technology because they realize this one truth about the industry: Poor deal flow leads to poor investment results. As a result, we’re expecting to see customer relationship management (CRM) software revenues reach +$80 billion by 2025. That is a lot of information to manage, and the volume has only increased as we’ve started to see more investment and companies entering the market. As firms become larger and more complex, they need to adopt more sophisticated deal flow technology. In a year, a mid-sized VC might source and screen anywhere from 200 to 1,000 potential deals.
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