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.?
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.?
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My firm uses salesforce to track our deal pipeline, iLevel for everything else you’re asking about.
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