Which software is right for your Venture Capital or Private Equity team?

Sales CRM  

Zapflow  

Ideal user 

Sales teams looking to increase their sales pipeline and closing rate. The purpose is to manage a sales pipeline 

Venture Capital and Private Equity teams looking to optimize their  deal flow and reporting by saving time and making more informed investment decisions. It was built to handle end to end investment workflow including fundraising, deal flow, transaction, and portfolio management 

Pipeline vs Deal flow psychology 

With a scarcity of leads, each prospect needs to be nurtured with the hope of converting as many leads as possible 

An avalanche of potential deals means the team needs to make go / no go decisions quickly based on quality data 

Managed relationships 

Ideally suited for prospect and customer relationship management 

Built specifically to manage relationships between  co-investors,  portfolio companies, advisors and LP’s 

Data entry 

Manually enter company and contact data with additional functionality that allows you to pull contact info from business cards or  publicly available sources such as  LinkedIn 

Manual entry plus multiple ways to automate data entry: 

• Webform allows potential portfolio companies to enter data 
• Research analyst service does the heavy lifting of data entry for you 
• Automated enrichment of  company and contact data via third party sources 

Inter-relationship of deals 

Inter-relationships are not  important, and you can sell to  company A the same as company B 

Inter-relationships are critical and keeping track of companies, contacts and investors can help make a go / no go decision even faster as well as raise the potential priority and value of a deal 

External collaboration 

There are good collaboration tools for your team or others in your organization. However, you do not collaborate in your sales CRM with prospects 

With guest users, you can easily invite buy-side and sell-side guests to input data, allowing you to collaborate with the entire deal team which reduces the amount of e-mails and clutter during the transaction phase 

Notifying killed deals 

Sales teams do not kill deals, prospects do. Therefore, there’s no need for this functionality since it doesn’t make sense for sales teams 

Save time by automatically notifying companies that you do not wish to invest  in  right now, while also retaining that data for possible future deals or market comparisons 

Metrics and reporting 

Track sales cases by pipeline stage and measure win / loss rates as well as  team and individual performance 

In addition to deal flow stage, you can also track deal status (active, pass, on hold) and easily create deal flow metric reports and portfolio company reporting for LP's at the touch of a button 

Development focus 

Development of new features is focused on sales teams and optimizing their sales pipelines, closing rates, and customer relationship management 

Development of new features is focused 100% on VC and PE teams and making  deal flow faster to manage, collaboration between deal teams easier and relationships with LP’s stronger