Technology

VisualFund offers one of the most comprehensive SaaS solutions available for fund management.

Our product changes the scope of what a CRM can do for your company. By housing in one location the information necessary to see, understand, and monitor your investments, VisualFund streamlines the complicated process of managing your fund.

Deal Flow Management

• Custom Deal Filtering
• Online Business Plan Submission
• Deal Flow Tracking by Industry or Fund Contact

Due Diligence

• Centralized Document Repository
• Customizable Due Diligence Folders
• Due Diligence Progress Tracking

Portfolio Management

• Online Quarterly Report Submission
• Milestone, Competitive & Market Tracking
• Social and Relationship Network Development

Capital Management

• Auto-Generate Capital Calls & Distributions
• Track Available Capital & Distributions

Fund Management

• Store, Manage & Tag Contacts
• Automated Email & PR Campaigns
• Track Fund Financials

Reporting

• Pre & Custom Designed Templates
• Automated Deal Flow, Fund & LP Reporting
• Mass Distribution with Personalized Messaging