Published On Aug 7, 2024
Learn how you can create your own custom deal-flow management CRM to track and manage your startups, deals, contacts and opportunities for your venture capital, angel, accelerator, incubator or PE fund.
In this tutorial you will learn:
Creating a deal-flow management system, CRM or database from scratch
Creating venture application forms and collecting data automatically in your database including pitch decks.
Track and monitor all your deals and opportunities with status, comments and checklists
Collaborate with your fund team to monitor thousands of deals at a time and close them effectively
Create real-time deal-flow dashboards with Charts, Pivot Tables and create deal one-pagers using the Page Designer App
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