PE specific software solutions such as DealCloud, eFront, Dynamo, Altiva?

searcher profile

September 19, 2019

by a searcher from Thunderbird School of Global Management in Phoenix, AZ, USA

Do you have a favorite software for managing deal flow, fundraising contacts, and/or providing investor dashboards?

3
3
109
Replies
3
commentor profile
Reply by a searcher
from Cornell University in Denver, CO, USA
Add Navatar to this list (similar to Altvia in that it's built on top of salesforce). I've demoed all of these and was a user of Efront at a prior firm. First, there is definitely no perfect solution. Loads of customization will be needed whichever one you go with so really get a sense for customer support and ability to customize. My preference is for the salesforce solutions because they integrate with every app in the universe, but the dealcloud solution has a really strong UX/UI. Good luck!
commentor profile
Reply by a searcher
from Stanford University in Dallas, TX, USA
The problem with DealCloud is that they have a five-user minimum, so until they change their pricing it's probably not a great fit for searchers . I'm looking for technology solutions here as well and will check out the options mentioned above. Thanks!
commentor profile
+1 more reply.
Join the discussion