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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
Want a full demo, or a customization of this system?
Tell us which task is the most repetitive. WeChat youmin0 · Email market@wangshuiju.com



