Use cases and customer testimonials
Fund management, deal flow, fundraising, investor relations, portfolio, LP portal, marketing and communication, reporting
InfraVia Capital Partners
Management of two Growth and Infrastructure deal flows. Follow-up of fundraising deals and investor relations. Monitoring of the portfolio.
Major private equity player uses DealFabric to monitor its various deal flows and investor relations
123 Investment Managers
DealFabric CRM for Management of commercial operations, follow-up of CGP and investor subscriptions and DealFabric Marketing for automated emailing campaigns
EDF Pulse Ventures
The EDF Group’s investment fund chose DealFabric in October 2017 to manage its deal flow and portfolio.
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.
574 Invest, the SNCF Group’s investment fund, chose the DealFabric cloud application in February 2022 to monitor its deal flow.
LBO France has chosen DealFabric to manage its Growth deal flow in July 2021.
Adagia Partners has chosen DealFabric to monitor its investor relations and deal flow in April 2022.
In July 2022, the company chose the DealFabric CRM solution to manage its deal flow and contacts.
The new Luxembourg start-up studio dedicated to the European biotechnology sector has chosen DealFabric CRM to manage its investor, start-up studio and investor relations activities.
French independent asset management company since 2014, Axio Capital has chosen DealFabric CRM in July 2022 to equip its team of investors