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Outlook-based deal, contact, and investor relations management for the startup or small private equity firm

Product Description
DealDynamo Workgroup Edition is an intuitive, Outlook-based software application for private equity, venture capital, or real estate opportunity firms that centralizes knowledge about deals, contacts, investors, and relationships and supports decision making.

Target Market
Private equity, venture capital, buyout, and real estate opportunity firms that have outgrown their existing contact management systems and want to leverage their internal knowledge to manage deal flow better, raise funds faster, and track all external relationships. Unlike home-grown and generic CRM systems like ACT! and GoldMine, DealDynamo is built to handle the unique needs of the private equity firm from within Outlook without extensive customizations and business process disruption.

Key Value Points

• Improve deal professional productivity and promote best practices,
• Manage the deal pipeline from lead to investment or turndown,
• Assess and leverage the value of contacts and relationships,
• Automate and track investor communications (capital calls, distributions, fundraising),
• Manage information about third parties (consultants, investment banks, deal sources),
• Affordable price point and hassle-free deployment.

Feature Highlights

• Intuitive Outlook-based system that is easy to learn, use, and maintain,
• Centralized data storage eliminates duplication and preserves internal knowledge,
• Built-in “corner-office” reports and dashboards (pipeline, activity lists, fundraising),
• Remote, offline, and wireless access (BlackBerry, Palm, etc.),
• Built on a scalable SQL Server and .NET platform to allow you to grow.