The Ultimate Guide to VC CRM

As a venture capital investor, you are in the business of building long-term relationships. Who you know and how well you know them matters.

Unfortunately, most VC firms still rely on Excel spreadsheets or sales CRMs to manage their most valuable asset: their relationships.

Sales CRMs are not designed to build long-term relationships or generate referrals; they are transactional tools that help sales professionals streamline a sales process by moving prospects down a linear funnel.

Enter the venture capital CRM.

This guide gives you a high-level overview of the features and benefits of a venture capital CRM. Including:

• How to save hundreds of hours by automating data entry

• How relationship intelligence can help you close deals faster

• How insights and analytics can make you a more efficient investor