Applications for deal flow management
With the DealFabric CRM platform, manage every asset class the way you need to, as easily as an Excel spreadsheet.
Multi-strategy
Feeding and tracking your deal flow
Whatever your strategies (PE, VC, Growth, LBO, Private Debt, Infrastructure, Real Estate, Healthcare, Secondary…), you can run one or several deal flows at the same time and set everyone’s access rights as precisely as you want.
Record all your deals exactly the way you want
Investors need reliable information on companies, contacts and deals. DealFabric lets you hold that information in as customized a form as you need, and load it very simply and very quickly with an Excel copy and paste.
A deal flow view for every team
Every team, and even every user, can have an ergonomic, personalized view of the deal flow. Sort, filter, customize and display it to suit your needs. A wide range of charting options lets you analyze and understand your deal flow at a glance.
Manage third parties with ease
Easily track the different stakeholders: co-investors, placement agents, private banks, advisors, auditors and more.
Work with your data directly in Excel
Move your data into Excel in one click, work on it, complete it or add to it, save, and everything is back in the DealFabric CRM. It’s almost magic…
Analyzing and reviewing your deal flow
All the deal flow management features.
Dynamic lists
They let you view your deal flow in one click, stage by stage across your investment cycle. They update dynamically and in real time as data is entered.
Multiple deal flows
You can run several deal flows at the same time to follow your different strategies, by team and with distinct tracking requirements.
360° view
Access to all the data on your deals and companies
Find and use all your structured information, on your laptop or your mobile, in just a few clicks.
See DealFabric running on your own deals
30 minutes with a private equity CRM specialist, on your use cases.
Reply within 24 hours
