Use cases and customer testimonials

InfraVia Capital Partners

Management of two Growth and Infrastructure deal flows. Follow-up of fundraising deals and investor relations. Monitoring of the portfolio.

123 Investment Managers

DealFabric CRM for Management of commercial operations, follow-up of CGP and investor subscriptions and DealFabric Marketing for automated emailing campaigns

Idinvest Partners

Fund management, deal flow, fundraising, investor relations, portfolio, LP portal, marketing and communication, reporting

EDF Pulse Croissance

DealFabric CRM for deal flow tracking and portfolio management. Management of contacts, notes and reporting

Entrepreneur Invest

DealFabric CRM & Marketing. Monitoring of deal flow, funds under management, clients and investments. Sales engagement. Outlook integration and synchronization…

Partech Ventures, premier client du CRM DealFabric

Partech Ventures

DealFabric CRM for deal flow management, fundraising deal tracking, Placement Agent tracking. Reporting. Investor Relation with DealFabric LP portal.

Sofinnova Partners

Deal flow, portfolio, fundraising and fund management. Integration with Mailchimp, M-Files and Eventbright. Reporting

Solvay Ventures

Management of deal flow, portfolio, contacts and reporting

Isatis Capital

Management of commercial referencing and fundraising operations. Follow-up of investor relations.

Aster Capital

Deal flow management, investor relations and reporting

Eurazeo

Eurazeo has been using the DealFabric solution since 2019 to manage its investor relations and monitor its deal flow.

Breed Reply

Management of deal flow, portfolio, contacts and activities. Follow-up of services sold (UK)

Korelya Capital

Management of deal flow, fundraising and fund of funds operations. Follow-up of contacts and reporting.

Family Office

Two Swiss Family Offices, in the canton of Vaud, wishing to remain anonymous, for the management of their investments and the monitoring of their deal flow.

Gaia Impact Fund, un client de DealFabric CRM pour la gestion de son deal flow

Gaia IF

Gaia Impact Fund chose DealFabric CRM for its deal flow monitoring, contact management and document management.

Famille C Venture

Famille C Venture

Famille C Venture has chosen DealFabric CRM for its deal flow management, contact management, document management and full integration capabilities with Office 365

Idinvest SME Industrial Assets

Deal flow management solution, reporting and management of marketing and communication campaigns

Sapaudia Partners, un client de DealFabric CRM

Sapaudia Partners

Sapaudia Partners is a fund management company specialized in turnaround companies. It has chosen the application of a DealFabric CRM in early April 2021

Kley Group, un client DealFabric

Kley Group

Founded in 2014 and acquired by AXA IM in 2019, Kley Group, selected the DealFabric CRM application in June 2021 to track its front office investment and acquisition transactions.

Alter Equity, 1er fond à impact, client de DealFabric en octobre 2021

Alter Equity

The first impact fund created in 2007, implementing a strict philosophy of respect for a virtuous social and environmental footprint, making it a player ahead of its time.

Covéa Finance, société de gestion de portefeuilles, client DealFabric depuis 2021

Covéa Finance

Covéa Finance, a portfolio management company with over €100 billion in assets under management, has chosen DealFabric to manage its investment deal flow.