Data Collection & Third Party Integration
Import the information you need automatically.
Third party sources
DealFabric CRM connects to the main information sources you need
Portfolio companies, fundraising, investment, KPIs.
How it works
Get the information you care about into your DealFabric CRM automatically
01
The data collected is automatically consolidated in DealFabric
And attached to the records of the companies that sent it to you. It can be viewed and used immediately by the investment team or by the back office for analysis.
02
Easily create custom forms
To collect the data you need: KPIs from your portfolio companies, information on your targets, or satisfaction surveys for your LPs.
03
Automate the emailing of your questionnaires
And keep track of the information that matters most to your firm through consolidated reports.
04
Engage your audience
At the right moment, confident that the information is accurate because nothing has to be re-keyed. Reliability and productivity gains guaranteed.
See DealFabric running on your own deals
30 minutes with a private equity CRM specialist, on your use cases.
Reply within 24 hours