The CV4 software provides features that allow you to optimize the tracking of your deal flow in your Private Equity and Alternative Investment.
Track all investment opportunities in your business within customizable workflows. This ensures alignment with your internal processes.
Easily visualize your pipeline and its progress, and select criteria for a refined view of your ongoing activity. Create dashboards for fully personalized tracking.
Easily find all contacts related to the deals. Track the history of interactions with a deal for more detailed follow-up and to keep a record of all deals under review.
With CV4's integrated approach, data entered in the deal flow can be seamlessly transferred to your portfolio management. This ensures continuity in your business processes.
Benefit from a tight integration with Outlook to easily import information received in Outlook into CV4. This streamlines your activities, making your daily processes more efficient while centralizing information within the CV4 application.
Whatever your role in Private Equity and Non-Listed Asset management, you can benefit from the advantages of CV4's Deal Flow.
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