Investors Deal Management (Team & Personal)

A resourceful ALL-IN-ONE template designed to help the investment team save time on deal management efforts, which included all the crucial features for a small fund.

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Investment team is always busy, centralize all your work to save time for networking and meetings with partners!

Killer Features:

▶️ All-in-one space for venture deal management from tracking, streamlining, data room, and contact listing to investor updates that almost write by itself
▶️ Deal Streamlining and Tracking: Track your deals' pipeline, from initial contact to final investment, ensuring transparency and accountability at every stage.
▶️ VC-Standard Deal Structure & Documentation: Capture essential deal details and documentation with ease and efficiency.
▶️ Shareable Dataroom and Investor Update: Able to publish as mini-website or download as pdf to share with LPs and other partners

What's Included:
✓ Investor Database (Tracking Integrated)
✓ Deal Tracking & Portfolio Management
✓ Dataroom Checklist
✓ LPs Update (AI Generator + Templates)

All come with instructions

🙏🏼 THANK YOU GIFT FROM US!

🎁 Database of 3000+ investors and 800+ funds across sectors, locations, and stages
🎁 Investor update template with AI tools and embedded spreadsheet that make it almost write itself

ALL INCLUDED in the template