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FREE EBOOK

The CRM Best Practices Ebook for VCs

Download the Free Ebook

Whether you're working in venture capital, you're managing relationships. A lot of them.

And if you're still using spreadsheets, you're doing your team (and your portfolio companies) a disservice.

There are more efficient, easier-to-use, and more collaborative tools out there. And this is one of them.

In this best practices guide to CRM for VCs, you'll learn how to:

  • Use a CRM to grow your portfolio value and build better relationships with the companies you invest in
  • Set up VC-specific workflows and pipelines for, say, due diligence and raising
  • Get your team to enthusiastically adopt new technology
  • And more!
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