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CRM Software for Startup or Small Venture Capital and Private Equity Firms

Product Description
DealDynamo Workgroup Edition is intuitive, Outlook-based CRM software for startup or small venture capital and private equity firms.  The application centralizes knowledge about deals, contacts, investors, and relationships, improving productivity and decision-making.

Target Market
Private equity, venture capital, and buyout firms that have outgrown existing contact management systems and want to leverage their internal knowledge to boost deal-flow, raise funds faster, and enhance investor relations. Unlike home-grown and generic CRM systems like ACT! and GoldMine, DealDynamo is built to handle the unique needs of venture capital and private equity firms from within Outlook without extensive customizations or business process disruption.

Key Value Points

• Improve deal professional productivity and promote best practices,
• Manage the deal pipeline from lead to investment or turndown,
• Assess and leverage the value of contacts and relationships,
• Automate and track investor communications (capital calls, distributions, fundraising),
• Manage information about third parties (consultants, investment banks, deal sources),
• Affordable price point and hassle-free deployment.

Feature Highlights

• Intuitive Outlook-based CRM software that's easy to learn, use, and maintain,
• Centralized data storage eliminates duplication and preserves internal knowledge,
• Built-in “corner-office” reports and dashboards (pipeline, activity lists, fundraising),
• Remote, offline, and wireless access (BlackBerry, Palm, etc.),
• Built on a scalable SQL Server and .NET platform to allow you to grow.