Relate

Automatically capture deal information from incoming emails using email integration.

Qualify leads and move them through customizable pipeline stages.

Assign tasks to team members for due diligence and follow-up.

Track all communication and documentation related to the deal in one central location.

Enrich contact profiles with information from LinkedIn and other sources.

Log all communication, including emails, meetings, and phone calls.

Set reminders for follow-up and relationship-building activities.

Track key milestones and updates for each portfolio company.

Automate data collection from various sources, including portfolio companies and financial systems.

Create customizable reports and dashboards to track key performance indicators.

Share reports with investors securely through the platform.

Schedule automated report delivery for regular updates.

Share deal information, contact profiles, and communication history with the entire team.

Assign tasks and track progress to ensure accountability.

Use shared notes and comments to collaborate on deals and provide feedback.

Centralize all communication and documentation in one platform.

Collect data on key performance indicators (KPIs) for each portfolio company.

Visualize portfolio performance using customizable dashboards and reports.

Identify trends and patterns in portfolio performance.

Compare portfolio companies against industry benchmarks.

Track interactions with potential investors, logging communication and commitments.

Manage investor lists and segment them based on interest and investment preferences.

Create reports on fundraising progress and investor engagement.

Automate follow-up tasks and reminders to ensure timely communication.

Create standardized due diligence checklists and templates.

Assign tasks and track progress throughout the due diligence process.

Centralize all documents and communication related to due diligence.

Generate reports summarizing the findings of the due diligence process.