For venture funds and investment companies optimizing how they search evaluate, vet, and secure startup investment opportunities is vital to their success. To achieve this, they should have the right deal management tools in place that will support their specific workflow.

These software solutions allow you to quickly recognize investment opportunities prioritizing them and empowering your team to take action on prospects based upon their own criteria. These software solutions allow you to stay current with the latest information on potential opportunities and how they are developing in the pipeline, so that no opportunity is left unnoticed.

It’s not easy to manage deal flow, so you should use an approach that allows you to share your information with other stakeholders and partners. This ensures that your team has the resources to be able to evaluate startups effectively that include more eyes and ears to potential customers.

Some of the best deal flow management tools also provide a range of additional tools to improve efficiency, including sharing and collaborating on documents in a secure environment (like iDeals and Altvia) Project management and monitoring the progress. Other tools, like Metabeta provide a custom pipeline for automated email as well as mentor matching and updates on virtual data rooms offering scalable business solutions startup processes, a diligence checklist, and many more.

Affinity is a relationship-driven platform that assists capital markets firms understand their relationships and act using the most complete and current information. The unique unified platform of CRM gives relationship intelligence with deal sourcing, diligence, and integration. It is a great choice to manage processes involving LPs such as raising capital, deploying capital, monitoring portfolios, and increasing LP loyalty.