Do you recommend investing in any software/database for Fundraising, Deal sourcing and Due Diligence? Below are some target features, I'd be interested in.
• To track all potential investor contact information, meetings, communications, and commitments.
• To collect, classify, and centralize contact information on individuals and companies in an easily searchable format
• To capture data on target acquisitions
• To automate communications
• To record all communication with each contact (company owners, intermediaries, industry resources, other executives, investors, etc.)
• Webform questionnaire to simplify the DD process. DD checklist and place to upload documents.
Feel free to point to share review links or post recommendations.
CRM for Fundraising, Deal sourcing and Due Diligence
by a searcher
More on Searchfunder
Searchfunder is an online community and toolkit for searchfunds. Over 80% of those involved in searchfunds maintain a Searchfunder.com account to help them network, problem solve challenges, and keep up with the industry.
We maintain partnerships with database providers that make searching more effective, efficient and affordable along with features that help searchers find deals and investors and vice versa.
We maintain partnerships with database providers that make searching more effective, efficient and affordable along with features that help searchers find deals and investors and vice versa.
82 views
3 comments
Sign in to see all replies.
Create an account.