Placement Agents - what tools do you use for tracking fundraise/project management?
I recently joined a boutique placement agent, really enjoying the work so far.
Curious to hear how others in the space track workflow and LP conversations during a fundraise?
Our team uses Excel to track estimated bite sizes and secured commitments, and AirTable to track next steps / general LP conversation history. We also use DealCloud to track conversation history. The Excel tracker is the only thing we show to the GP.
Wondering if there is a better system that other folks use?
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