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
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
DealFabric CRM & Marketing. Monitoring of deal flow, funds under management, clients and investments. Sales engagement. Outlook integration and synchronization…
DealFabric CRM for deal flow management, fundraising deal tracking, Placement Agent tracking. Reporting. Investor Relation with DealFabric LP portal.
Deal flow, portfolio, fundraising and fund management. Integration with Mailchimp, M-Files and Eventbright. Reporting
Management of deal flow, portfolio, contacts and reporting
Management of commercial referencing and fundraising operations. Follow-up of investor relations.
Deal flow management, investor relations and reporting
Eurazeo has been using the DealFabric solution since 2019 to manage its investor relations and monitor its deal flow.
Management of deal flow, portfolio, contacts and activities. Follow-up of services sold (UK)
Management of deal flow, fundraising and fund of funds operations. Follow-up of contacts and reporting.
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 chose DealFabric CRM for its deal flow monitoring, contact management and document management.
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 is a fund management company specialized in turnaround companies. It has chosen the application of a DealFabric CRM in early April 2021
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.
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, a portfolio management company with over €100 billion in assets under management, has chosen DealFabric to manage its investment deal flow.