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A CRM built for venture capital should be the foundation for every deal your firm manages—from an introduction to pitch to close.
Ensure your CRM meets your firm’s needs with our comprehensive checklist, which covers three key categories: platform value, functionality, and integration with existing firm workflows.
Download the checklist to learn:
- What questions to ask when conducting a cost-benefit analysis
- How to evaluate platform and business requirements
- Which features and functionality are critical in a VC CRM