Tracking fundraising deals, managing placement agents, advanced note management, automated reporting…
DealFabric is designed for Investor Relations and has been tried and tested over several years by dozens of clients.
Track your fundraising deals and manage your investor relations.
Track your fundraising activities accurately, fund by fund.
Manage your business relationships effectively.
Optimize your relationships and build shared intelligence with your LPs.
Give your sales representatives the ability to report and track the leads they bring you, simply and securely.
Enhance your actions and strengthen your business relationships by developing a community of shared interests.
Give your LPs secure access to your deal flow information.
Present your events or those you participate in to your ecosystem.
Store, organize, and share your notes and documents however you want.
One Note, Sharepoint, and Teams tools in DealFabric CRM, you can manage your documents and share them with whomever you want, even if they don’t have a CRM license.
Can access libraries shared with DealFabric CRM users. This allows you to organize your document management by team, deal, or company.
You can also chat, participate in audio/video meetings, or collaborate on documentary content in real time, internally or externally.
