TechVentures
Custom deal-flow management system for a venture capital firm — CRM, analytics, and portfolio tracking.
(The Challenge)
What they needed.
A growing VC firm was managing deal flow across spreadsheets, emails, and three different tools. They needed a unified system for pipeline management, portfolio tracking, and investor reporting — tailored to their specific workflow.
(The Solution)
What we built.
We built a custom CRM with Kanban-style deal pipeline, automated LP reporting, portfolio company health dashboards, and email integration. Role-based access controls ensure partners, associates, and LPs each see exactly what they need.
(The Results)
The impact.
Deal evaluation time decreased by 60%. LP reporting went from a manual monthly process to automated weekly updates. The firm closed 40% more deals in the first year on the platform.
“Finally, a tool that fits how we actually work instead of forcing us into someone else's workflow.”
Managing Partner
TechVentures
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