Use cases and customer testimonials
Access Capital Partners
Access Capital selected DealFabric CRM for its Investor Relations team to manage fundraising transactions.
Major private equity player uses DealFabric to monitor its various deal flows and investor relations
InfraVia Capital Partners
Management of two Growth and Infrastructure deal flows. Follow-up of fundraising deals and investor relations. Monitoring of the portfolio.
DealFabric CRM & Marketing. Monitoring of deal flow, funds under management, clients and investments. Sales engagement. Outlook integration and synchronization…
Société Générale Capital Partenaires
Société Générale’s private equity subsidiary has chosen DealFabric CRM in September 2023 to equip its team of investors.
Supernova Invest, one of the leaders and pioneers of Deep Tech in France, has decided to equip its team of investors with DealFabric CRM to manage its deal flow.
LBO France has chosen DealFabric to manage its Growth deal flow in July 2021.
Deal flow, portfolio, fundraising and fund management. Integration with Mailchimp, M-Files, etc.
Management of commercial referencing and fundraising operations. Follow-up of investor relations.
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
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.
574 Invest, the SNCF Group’s investment fund, chose the DealFabric cloud application in February 2022 to monitor its deal flow.
Adagia Partners has chosen DealFabric to monitor its investor relations and deal flow in April 2022.
The investment company of the Sipa Ouest-France group has chosen DealFabric CRM in July 2022 to manage its deal flow and contacts.
French independent asset management company since 2014, Axio Capital has chosen DealFabric CRM in July 2022 to equip its team of investors
ARB Investment Partners
ARB Investment Partners has decided to equip its subsidiary 300 PPM with DealFabric CRM to manage its deal flow
Management of deal flow, portfolio, contacts and reporting
Munich multi-family office chooses DealFabric CRM to manage its deal flow growth in December 2022.