CRM for Venture Capital

CRM for Venture Capital is a CRM software that helps you to manage your venture capital. CRM stands for “customer relationship management” and will help you to better organize your customer data, leads, and pipeline. CRMs are an essential tool in the world of business because they enable companies to track their customer’s information in one place so that they can efficiently communicate with them.

Digital onboarding InvestGlass

Deal flow management for venture capital firms and private equity firms

InvestGlass venture capital software has been called “Excel’s smart lists”. They are the easiest way for you to manage your deals. Customize your smart lists with people, organizations, or opportunities. Relationship info and your team’s collective communication activity will automatically update.

Deal professionals are always looking for ways to improve efficiency and processes across all areas of their business. By enabling application programming interfaces (APIs) between deal management technology and other systems, deal professionals can work more effectively across businesses. Companies need to demonstrate that their current system’s limitations are creating sufficient missed opportunities for them to mandate change. CRM is the only way to improve business efficiency and efficacy within the firm’s deal management system.

Capital markets firms struggle ended with InvestGlass CRM 

InvestGlass offers the perfect tool for you if you manage a venture capital firm and want to track all your investments in one place. Customers that use our software have been able to increase the number of deals they close by 60%. Say goodbye to excel spreadsheets and countless hours collecting data.

InvestGlass pipeline visibility highlights the investment lifecycle by focusing on the critical steps of turning an idea into a funded company. Our software allows you to easily track and monitor all the deals that are in your portfolio, so that you can grow your business more efficiently.

The data is stored on Swiss Server in Switzerland which is another argument for your data management and makes InvestGlass a one of a kind CRM software.

Ready for a VC CRM solution that is purpose-built for Venture Capital?

Capital markets firms struggle to implement a CRM solution in a way that serves the firm’s needs. Capital markets professionals find themselves wasting time on manual data entry and repetitive pipeline updates as they happen. With countless CRM migrations under our belt, we can craft a strategy for optimizing your CRM using a few pieces of information about your firm’s size, data, reporting needs, and workflow needs. InvestGlass lets VC firms integrate data from third-party companies into day-to-day deal-making activities. Enrich any field, report, or dashboard with third-party data alongside your firm’s proprietary insights.

Company records are enriched with critical information so you spend your time on what matters. Save time on data entry by enriching your company records with critical data. Customize your deal flow management with the stages and information that matches how you work. Tracking your prior conversations and documents with limited partners to help you assess deals. Stay coordinated and connected with team members through tasks and automated reminders. Quickly identify industry and functional experts in your network to assess deal opportunities.


Pre-built onboarding

InvestGlass’s digital onboarding feature helps you collect information from your new prospects and existing clients quickly and easily. InvestGlass allows you to create digital forms that can be completed by your prospects and clients online. InvestGlass also includes a digital signature feature, so you can collect signatures electronically. This makes it easy to get the information you need from your prospects and clients without having to print out forms or send them by mail. InvestGlass’s digital onboarding feature is a valuable tool for any investor who wants to save time and simplify the onboarding process.


In order to properly forecast and plan growth, it is essential to have a clear understanding of the life cycle of your product or service. By tracking each sale or deal from beginning to end, you can gain valuable insights into which stages of the process are most successful and where improvements can be made. InvestGlass’s pipeline functionality makes it easy to stay organized and track progress, empowering you to make informed decisions about your business’s future. With this valuable tool at your disposal, you can confidently forecast and plan for growth, knowing that you have the data to back up your decisions.

Fully flexible CRM

InvestGlass is a flexible CRM that can be customized to meet the specific needs of your business. The no-coding characteristic makes it easy to use, even for those with no prior knowledge in coding. You can customize each of the standard tabs and types of records, including adding custom fields and setting page layouts. InvestGlass also provides a wide range of reports and dashboards to help you track your progress and make informed decisions about your business. Whether you’re just getting started or you’re already an experienced user, InvestGlass is the perfect solution for you.


InvestGlass’ automation capabilities are some of the best in the business. InvestGlass takes your CRM and makes it work for you by automating many of the tedious and time-consuming tasks that come with managing a CRM. Automation can be set up for things like the approval process, email responses, event creation, or follow-up notifications. InvestGlass’ templates feature combined with its automating processes make it one of the most powerful CRMs on the market. InvestGlass’ automation capabilities will save you time and money in the long run, making it an invaluable tool for any business.

InvestGlass offers a wide range of automation for banks and insurance. For example, InvestGlass can automate the approval process, email responses, event creation, or follow-up notifications. InvestGlass also offers a template feature that allows you to create complex automations. InvestGlass is the perfect tool for banks and insurance companies who want to improve their customer service.

Approval process

InvestGlass’ approval process is a great example of how businesses can use different levels of approval to ensure quality work. The InvestGlass Approval process requires all work to be approved by two different managers, or groups before it can be completed. This ensures that all work is of the highest quality and that any potential problems are caught early on. InvestGlass’ approval process is just one example of how businesses can use different levels of approval to ensure quality work. 

Record permission and Audit


Industry regulations compliance is an important part of any business. InvestGlass allows you to grant objects permissions to control the access to your data fields and records. Each object can be set up with a specific level of access to create, read, edit, and delete those records. This level of access will define the extent a user has to manipulate a field record.

Field Audit Trail lets you retain archived field history data up to 10 years from the time the data was archived.

Relations and Accounts

Relationships, Contacts and Accounts are key components of customer relationship management. Clearly, the details needed as well as the accessibility to said details can be used for assessing the quality of a CRM.



InvestGlass’s Calendar is a great way to keep track of all your clients’ meetings in one place. The Calendar automatically generates all your clients saved meetings into one generic calendar, so you don’t have to miss a beat. You can also add, edit, or delete events manually. InvestGlass also categorizes events by customizable colors, so you can easily keep track of what’s going on. And if you need a little privacy, InvestGlass also has a clients-only calendar. So check it out today!.


InvestGlass task automation can help you keep track of the required actions and, if chosen, get a reminder in your calendar. Tasks may be created around four focus objects: Account, Contact, Portfolio, and Security/Product. A task can be prioritized, connected to a pipeline, and assigned to any member of your team. This allows you to keep track of the required actions and, if chosen, get a reminder in your calendar. InvestGlass automates the tasks for you so that you can focus on other things. Additionally, InvestGlass offers templates for different types of tasks, which makes it easy to get started. InvestGlass is a great tool for anyone who wants to save time and be more organized.

Campaign and Email/SMS Marketing

InvestGlass email and campaign system enables you to connect your email credentials and send hyper-targeted message to your customers. Respect GDPR regulation via the audit trail system capturing customers consent and preferences. InvestGlass also provides detailed reports on your email campaign performance, including opens, clicks, unsubscribes, and more. With InvestGlass, you can be confident that your email campaigns are compliant with GDPR regulations. InvestGlass is the perfect tool for any business that wants to send targeted, personalised email campaigns to their customers. Thanks to the powerful InvestGlass platform, you can create sophisticated marketing campaigns that reach your customers where they are most active – their inbox. So why wait? Sign up for InvestGlass today and start sending hyper-personalised email campaigns that get results!

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