Software For Working With Partners and Investors

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Software tools can streamline processes and improve communication, whether you’re working with partners or investors. Here are some of the most effective software tools to coordinate multi-level initiatives:

Atlassian the maker and distributor of collaboration tools, provides SaaS solutions for teams of all sizes. These solutions can simplify complex projects by enhancing communication and organization. Atlassian is one example. It has a tier program which rewards partners as they reach sales targets and complete their training programs. This eliminates friction and ensures that everyone in the team are focused on the most important tasks.

Deal sourcing is a vital activity for private equity and venture capital companies. To avoid costly mistakes, VCs rely on software to verify and automate manual entry of contact, revenue, EBITDA, and other information about the companies they invest in. Solutions such as 4degrees and Affinity help VCs efficiently manage relationships with investors, founders and other stakeholders by providing one unified platform for managing deals.

The Partner Relationship Management (PRM) tool is the experience of a portal for partners, with automated admin-managed capabilities to provide a one-stop shop. They are designed to support principal types of partnerships, including reseller, affiliate and co-delivery relationships, and also marketing development funds (MDF) and short-term sales competitions, also known as SPIFFs.

LPs would like to know that their portfolio managers have a clear picture of their relationships as well as an planned strategy to leverage their relationships. To do so, they need software that can integrate the private equity fund’s own internal data with third-party sources of firm and investor information like PitchBook, Preqin, SourceScrub, Sutton Place Strategies, and others. By combining this information with data from the investment committee and deal, the fund can identify promising opportunities, cultivate relationships with the portfolio companies and make better decisions regarding future investments.

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