Application for investors

All investors, whatever their focus, Early Stage, Growth or Private Equity, will find in the CRM DealFabric the application adapted to their needs.

Présentation du deal flow sous forme de Kanban dans le CRM DealFabric

Feeding the deal flow

Optimise your sourcing management

Record all your deals the way you want: company, contact and deal information are customised to your needs.

Different presentations of the deal flow: Kanban view (cards) for late stage teams dealing with limited volumes of deals, or grid view for early stage teams with large volumes of data.

Manipulate your data directly in Excel: in one click, transpose your data into Excel, manipulate it, complete it or add to it, save it and it’s all in the DealFabric CRM. It’s magic or almost…

Analysis and consultation of the deal flow

Create your own dynamic lists

The dynamic lists allow you to visualise your deal flow according to the stages of your investment cycle in one click. They are updated dynamically and in real time as you enter data.

You can create as many lists as you want to segment your data by sector, geography, interest, score, etc. so you can access your analyses in one click!

Dans DealFabric CRM vous pouvez visualiser votre deal flow de toutes les manières possibles
Accès à toutes les datas du deal flow en un clic

Access to all data of your deals and tracked companies

Visualise your data as you need it

All the information you need is available in one or two clicks in DealFabric. You can directly access :

  • The “company documents” you have won,
  • Information on financing rounds,
  • Meeting notes, etc.