Advanz

Deal Director

Deal Director is a deal flow management system that goes beyond a deal flow CRM because it mirrors the deal flow process of the firm. The specific process steps of your firm for both deal flow and for fund raising are incorporated into the system, and it is customized with modules and fields relevant to your firm's specific needs to help effectively manage these processes. With over 30 inter-related modules to track companies, contacts, deals, investments, funds, LPs, events, and documents among others, it is the most comprehensive single enterprise system available.

A firm that tracks thousands of companies or receives thousands of business plans for review needs a system to ensure that nothing falls through the cracks. Identifying a good deal is an art and when the deal flow is high, it is easy to lose attention and focus. To stay ahead, and to ensure that no good deal is ever lost, Deal Director is the ideal application. Deal Director, the intelligent system for tracking deals efficiently by Advanz makes managing the deal flow pipeline effortless.

The system has unique technical features such as the ability to create opportunities/deals automatically based on web submission of business plans, and a collaboration tool for securely sharing deal information with other firms for potential participation, tracking of portfolio companies and LP reporting.

Deal Director can do all of this and still match even the most stringent of budgets. But don't just take our word for it, contact us to find out more! Click here for a brochure.

Deal Director for Private Equity and Venture Capital Firms

Deal Director mirrors a firm's deal flow process. This makes every aspect of the process more efficient and easy to track - thanks to Deal Director's intuitive interface. Deal Director is attractively priced so you can get the same functionality for one-third the price of equivalent systems in the market today. Contact us for more information.

About Deal Director

Deal Director is an application for managing the deal flow process for venture capital and private equity firms. It goes beyond a standard CRM in that it mirrors the firm's deal flow process, allows for multiple inputs by partners and associates for capturing feedback and viewing by all, and enables team decision-making on deals. Most of all, it helps track deals efficiently and effectively so nothing gets lost in the shuffle.

Mirroring Deal Flow

Deal Director tracks each step of your firm's deal flow, providing easy, secure access to relevant information at every step from the first contact to the final close. It is the only deal flow CRM product in the market integrated with fund raising and reporting that is focused on venture capital and private equity firms.
The technical features of the system are:

  1. A unique Deals module with many-to-many relationship with Companies and Contacts
  2. Deals sub-modules including New Deals, Deal Prospects, Qualified Deals, Portfolio Deals as well as Deal Rounds, Portfolio Tracking, Board Meetings and Investor Rounds
  3. Various custom fields within each module and sub-module to capture deal-specific information with several drop-downs for ease of use
  4. One-click creation of new deals and companies simultaneously
  5. Ability to track deals with multiple sort and search features
  6. Automatic classification of deal stage based on entry in field for date of contact made for specific purpose
  7. Track companies, where no deals currently exist, but where deals may be desired
  8. Tags for deals, companies, funds and contacts - and search capability based on tags
  9. Custom reports such as deal log, deals by team lead, deals by deal source, and others specific to the venture business for tracking deal flow
  10. Inter-related modules such as deals, investors and funds
  11. Investor modules comprising New Investors, Qualified Investors, and Engaged Investors for Fund Raising as well as LPs and LP Investments
  12. Documents module to track portfolio and other documents related to deals being evaluated for investment, including other documents connected with different modules within the system
  13. Integration with Microsoft Outlook
  14. Various related modules such as history, tasks, documents, events to make it easy to track and view related information

View screenshots

We're confident that Deal Director will increase a firm's overall efficiency by at least 25%. Contact us today for more details.

What is CRM?

CRM is an acronym for Customer Relationship Management. A CRM system entails all aspects of interaction a company has with its customer, whether it be sales or service related. It is also an industry term for software solutions which help enterprise businesses manage customer relationships in an organized manner. A simple example would be a database containing detailed customer information that management and salespeople can reference in order to match customer needs with products, inform customers of service requirements, and so on.

But no two industries are exactly alike. In the past, CRM solutions have been of the "One Size Fits All" mentality, each providing roughly similar functionality with widely varying results for each customer. Advanz's solution to this problem is to carefully cater to industry-specific needs. Deal Director is a CRM that has been customized especially for the Venture Capital and Private Equity industry.

Even so customized, we recognize that each customer's business is different, and may need special modifications to fit their own needs. So Advanz even further customizes Deal Director for you quickly and efficiently so that you get exactly what you need whether it is related to deal flow management or investor management for fund raising.

Why Deal Director?

Deal Director is currently the only CRM product in the market focused on tracking Companies, Deals, Investments and Investors for Private Equity and Venture Capital firms. It is customized to a venture firm's specific deal flow process and in addition, Advanz's team of knowledgeable developers can further modify Deal Director to suit any specific custom requirements that you might have.

For more information or for questions regarding Deal Director, please contact us.