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VC/PE Investment Management System

Fundraising, investing, managing and exiting with fund collaboration: move investment work from spreadsheets into a system

Covers deal sourcing, due diligence, project approval, post-investment, exit, fund ledgers and LP collaboration as one closed loop of investment business.

Common pain points

  • Processes span projects, funds and roles, making collaboration complex
  • Approvals, due diligence and post-investment often move through email and spreadsheets
  • Management struggles to see funnel progress and post-investment risk in time

After going live

  • Investment moves from experience-driven to transparent process
  • Projects, funds, LPs and finance share one definition
  • Management spots progress, risk and exit timing faster

Core modules

  • Deal sourcing and screening
  • Investment funnel and approval
  • Due diligence and decisions
  • Post-investment and exit
  • Fund ledger and distributions
  • LP and financial analysis

System screenshots

Click to view full size.

Want a full demo, or a customization of this system?

Tell us which task is the most repetitive. WeChat youmin0 · Email market@wangshuiju.com