CRM for Fundraising, Deal sourcing and Due Diligence
Do you recommend investing in any software/database for Fundraising, Deal sourcing and Due Diligence? Below are some target features, I'd be interested in.
• To track all potential investor contact information, meetings, communications, and commitments.
• To collect, classify, and centralize contact information on individuals and companies in an easily searchable format
• To capture data on target acquisitions
• To automate communications
• To record all communication with each contact (company owners, intermediaries, industry resources, other executives, investors, etc.)
• Webform questionnaire to simplify the DD process. DD checklist and place to upload documents.
Feel free to point to share review links or post recommendations.