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Deal Management

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AI Deal Analysis

Instantly generates context-rich summaries of every deal in your pipeline

Deal: Series A - TechCorp

StageDue Diligence
Investment Size$2.5M

AI-generated summary: TechCorp is seeking Series A funding for their B2B SaaS platform. Strong product-market fit with 150% net revenue retention. Leadership team has 2 previous exits. Key risks include competitive landscape and customer concentration.

Deal: Seed - DataFlow

StageInitial Contact
Investment Size$500K

Early-stage data analytics startup with promising ML algorithms. Team from top tech companies, strong technical foundation.

Deal: Series B - CloudScale

StageTerm Sheet
Investment Size$8M

Enterprise cloud infrastructure company with 200% YoY growth. Strong unit economics, expanding to international markets.

AI-Generated Insights

87%
Deal Success Probability
4.2
Team Score
$12M
Market Opportunity
Key Recommendations
  • Schedule technical due diligence with engineering team
  • Request detailed financial projections for next 24 months
  • Investigate competitive landscape in Southeast Asia
  • Consider follow-on investment strategy for Series B

Market Analysis

Competitive Landscape
Direct Competitors3 identified
Market Share12% (growing)
Pricing Advantage+15%
Growth Metrics
Monthly Growth+23%
Customer Retention94%
LTV/CAC Ratio4.2x

Risk Assessment

Medium Risk

Customer concentration risk with top 3 clients representing 45% of revenue

Low Risk

Strong IP portfolio with 8 patents pending and 3 granted

High Risk

Regulatory changes in target markets could impact 30% of revenue streams

CRM Integration Layer

Connects seamlessly with Salesforce, HubSpot, and Affinity

Connected

Salesforce

Enterprise CRM integration with real-time sync

Last sync2 min ago
Records synced1,247
Sync status✓ Active
Connected

HubSpot

Marketing automation and lead management

Last sync5 min ago
Leads synced892
Sync status✓ Active
Connected

Affinity

Relationship intelligence and deal tracking

Last sync1 min ago
Relationships2,156
Sync status✓ Active

Real-time Sync Dashboard

Sync Performance
Overall sync health98.5%
Data accuracy99.2%
Sync speed2.3s avg
Recent Activity

Salesforce sync completed

Updated 47 deal records

2m ago

HubSpot leads imported

Added 23 new leads

5m ago

Affinity relationships synced

Updated 156 connections

1m ago

Smart Data Mapping

Deal Fields
Deal Name✓ Mapped
Amount✓ Mapped
Stage✓ Mapped
Close Date✓ Mapped
Probability✓ Mapped
Contact Fields
Name✓ Mapped
Email✓ Mapped
Company✓ Mapped
Title✓ Mapped
Phone✓ Mapped
Custom Fields
Investment Thesis✓ Mapped
Due Diligence Status✓ Mapped
Competitive Analysis✓ Mapped
Team Assessment✓ Mapped
Market Size✓ Mapped

Contextual Search

Search across deals, contacts, and notes with natural language

AI-Powered Search

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Search Results (3 found)

Sorted by relevance

FinanceFlow - Series A

Fintech startup, $3M round, Q4 2024

Strong Unit EconomicsSeries AFintech
$3M
Investment Size

B2B fintech platform with 150% net revenue retention. Strong unit economics with LTV/CAC ratio of 4.2x. Team has previous fintech exits. Currently in due diligence phase.

Stage:Due Diligence
Probability:87%
Team Score:4.2/5

PaymentPro - Series A

B2B payments, $5M round, in progress

Strong Unit EconomicsSeries AFintech
$5M
Investment Size

Enterprise payment processing platform with 200% YoY growth. Excellent unit economics with 94% customer retention. Expanding to international markets. Currently negotiating term sheet.

Stage:Term Sheet
Probability:92%
Team Score:4.8/5

CryptoVault - Series A

Digital assets, $4M round, due diligence

Strong Unit EconomicsSeries AFintech
$4M
Investment Size

Institutional-grade digital asset custody platform. Strong security protocols with 8 patents pending. Growing institutional adoption. Currently in technical due diligence.

Stage:Due Diligence
Probability:78%
Team Score:4.5/5

Smart Filters

Deal Stage
Investment Size
Sector

Search Analytics

3
Results Found
0.8s
Search Time
94%
Relevance Score
12
Data Sources

Investor Memory

Automatically remembers investor preferences, timelines, and past interactions

JS

John Smith

Partner, Acme Ventures

Active InvestorLead Investor
$47M
Total Invested
Investment Preferences
Focus Areas:
Enterprise SaaSAI/MLSeries A-BB2B
Check Size:$1M - $5M
Board Seat:Sometimes
Follow-on Strategy:Series B & C
Interaction History
Last Meeting:Nov 15, 2024

Discussed AI trends and market opportunities

Decision Timeline:6-8 weeks
Preferred Contact:Email first, then call
Best Time:Tuesday-Thursday AM

AI-Generated Insights

Based on 47 interactions and 12 deals

Communication Style
Prefers detailed financial models✓ Confirmed
Values strong unit economics✓ Confirmed
Asks about competitive moats✓ Confirmed
Focuses on team background✓ Confirmed
Deal Preferences
Minimum ARR$500K
Growth Rate>100% YoY
LTV/CAC Ratio>3x
Team Size10-50 people

Recent Interactions

Email Exchange - TechCorp Deal
Nov 15, 2024

John requested additional financial projections and competitive analysis. Showed strong interest in the team's background.

PositiveFollow-up needed
Video Call - Market Discussion
Nov 10, 2024

45-minute call discussing AI market trends and investment opportunities. John shared insights on enterprise SaaS growth.

Very PositiveRelationship building
In-Person Meeting - Conference
Oct 28, 2024

Met at TechCrunch Disrupt. Discussed portfolio companies and potential co-investment opportunities.

PositiveNetworking

Investment History

12
Deals Invested
$47M
Total Invested
3.2x
Avg. Return
Recent Investments
DataFlow Analytics

Series A - $3M

+2.8x
Current Value
CloudScale Infrastructure

Series B - $8M

+4.1x
Current Value
AI Insights Platform

Series A - $2.5M

+3.5x
Current Value