Applications for dealflow management
DealFabric CRM covers all asset classes to allow all investors to manage their deal flow according to their needs.
DealFabric CRM covers all asset classes to allow all investors to manage their deal flow according to their needs.
Growth, Venture, LBO, Private Debt, Infra, Real Estate…
It is crucial for investors to have access to information about companies, contacts, and deals. DealFabric allows you to access this information in a way that is as personalized as necessary, but also to upload it very easily and quickly using Excel’s “Copy/Paste” function.
Each team and even each user can have a personalized view of the deal flow, in grid mode or Kanban mode (cards). Sorting, filtering, and user-level customization features offer great flexibility of use. You also have access to numerous graphical representation capabilities that allow you to analyze and understand your deal flow at a glance.
As well as all other stakeholders such as business introducers, bankers, consultants, influencers, etc.
With just one click, transfer your data to Excel, manipulate it, complete it or add to it, save it, and everything is in the DealFabric CRM. It’s almost like magic…
All deal flow management features.
They allow you to view your deal flow at a glance, step by step through your investment cycle. They update dynamically and in real time as entries are made.
Provide comprehensive, analytical, accurate, and dynamic tracking of your deals.
You can have multiple deal flows simultaneously in order to track your different strategies, by team and with distinct monitoring requirements.
All the information you need is just a click or two away in DealFabric.
You can directly access: