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CRM for Venture Capital

InvestGlass is a venture capital CRM platform that can help you maximize your investment efficiency. This powerful tool enables you to easily manage investment opportunities, stay up-to-date with changing regulations, and safeguard investor data privacy. With InvestGlass, you can streamline your venture capital activities, minimize risks, and optimize returns on your investments.

Simplify Your Workflow
From Start to End

Introducing the first Swiss venture capital CRM that manages the entire investment life cycle, from digital onboarding to marketing campaigns. Maximize your investment game with this advanced platform.
InvestGlass Workflow
InvestGlass Automation

Automated workflow

Venture capital CRM software enables automated workflows, email notifications, and data sharing among advisors, clients, and other systems. Stay organized, streamline communication, and optimize efficiency with this valuable tool.

Digital onboarding

InvestGlass simplifies the investor onboarding process with its digital forms and signature feature. Collect information from prospects and clients quickly and easily, without printing or mailing documents. Save time and streamline your investment process with InvestGlass.

InvestGlass pipeline

Sales pipeline and deals

InvestGlass venture capital software simplifies deal management with customizable smart lists and pipeline functionality. Track progress from beginning to end, identify successful stages and improve processes. With InvestGlass, you can confidently forecast and plan for growth, backed up by valuable data insights. Additionally, enabling APIs between deal management technology and other systems allows deal professionals to work more effectively across businesses and improve overall efficiency. InvestGlass CRM is the solution for improving deal management and increasing business efficacy.

Flexible CRM

InvestGlass is a flexible venture capital CRM that’s easy to use, even without coding experience. Customize standard tabs, records, fields, and layouts to fit your business needs. Gain valuable insights with reports and dashboards to make informed investment decisions. InvestGlass adapts to your needs, whether you’re a beginner or an expert user.

InvestGlass Portfolio Management Software

Beyond the Swiss CRM – leverage a full PMS

Traditional CRM solutions fall short when it comes to managing portfolios, retaining client data, and measuring performance against peers. InvestGlass offers a complete portfolio management system (PMS) that can be easily connected to your banks and brokers’ sources. With InvestGlass, venture capital professionals can efficiently manage their portfolios, analyze performance, and make informed investment decisions.

Sales software to help you grow

  1. Turnkey hosting in Switzerland or in your local server
  2. Built-in template for financial institutions
  3. Capture more leads

  4. Help you close deals faster
  5. Respect regulatory frameworks
  6. Automate sales tasks
  7. Support your customer communication
  8. Create customized sales reports