.jpg)
A growth equity firm with a global presence, gave its Research Operations team the task of coming up with a solution to improve the due diligence process, access to knowledge, resources, data dashboards, and network of contacts.
Context
The market for venture capital is extremely competitive, and it has recently grown even more so as more funding has become available to founders, making it harder for VCs to find deals. To keep up with technology founders and identify potential deals before others, VC firms must equip themselves with cutting-edge software.
Mission
We have set out on a mission to develop a modern suite of investment products leveraging third-party data vendors, superior data visualization, and a self-serve capability for partners and portfolio managers to have an accurate view into their own data, portfolio performance, deal status, and have access to tools to identify potential target companies and perform effective growth analysis.
Investment Products
Organize all reports and dashboards for the firm under one reporting space
Keep track of every financial transaction involving funds and assets
Assist sourcing teams with potential deal candidates and provide current deals with accurate status updates
Display all relevant information about the target and portfolio companies, including financial, performance, and people
Business Intelligence
Compare businesses using a wide range of financial, product, and employee metrics
Analyze growth scenarios with available financial results, CAC, and cohort data
Branded website
Organize all reports and dashboards for the firm under one reporting space
Keep track of every financial transaction involving funds and assets
Assist sourcing teams with potential deal candidates and provide current deals with accurate status updates
Display all relevant information about the target and portfolio companies, including financial, performance, and people
Compare businesses using a wide range of financial, product, and employee metrics
Analyze growth scenarios with available financial results, CAC, and cohort data
