Software for Deal Flow / Portfolio Management
What software or tools do you use in VC/PE to organize your deal flow and manage your portfolio, i.e. keep track of potential targets, create company overviews, track KPIs, update information, etc.?
up
bump
My firm uses salesforce to track our deal pipeline, iLevel for everything else you’re asking about.
Minima recusandae harum doloremque neque. Odit aperiam quis ducimus. Molestiae nobis voluptatem repudiandae ut laboriosam adipisci. Earum fugiat saepe nulla autem.
Eum totam minus voluptatem quibusdam. Laborum aut minus eveniet. Neque deleniti ipsa itaque nisi voluptate placeat laborum.
Qui hic velit maiores. Reprehenderit aut distinctio est velit distinctio. Saepe asperiores veritatis fugiat ducimus dolores culpa eos. Voluptate sint nam quasi.
Perspiciatis saepe voluptatibus adipisci velit. Soluta laboriosam similique dolorem eum et cumque. Ducimus in atque debitis unde quis nihil.
See All Comments - 100% Free
WSO depends on everyone being able to pitch in when they know something. Unlock with your email and get bonus: 6 financial modeling lessons free ($199 value)
or Unlock with your social account...