Help & Support
Elevate Your Agents with AgentExchange Solutions
Have Questions?
ArtemisVC
Dealflow management system for venture capital and private equity.
Overview
ArtemisVC is a leading dealflow and portfolio management system designed specifically for venture capital and private equity firms. Track due diligence information, financials, notes, contacts and more. Never lose an opportunity with ArtemisVC.
Simple and intuitive user-interface: Easy to use and highly configurable to your workflow.
Reporting and analytics: Custom reporting capabilities in addition to standard Salesforce reporting; easily create FAS 157 reports and Limited Partner updates.
Comprehensive coverage from dealflow to portfolio management: Capture all aspects of dealflow including financial projections, valuations, and term sheet details.
ArtemisVC is a comprehensive system that enables the capture of all aspects of the dealflow and due diligence process such as touchpoints with prospect companies, call and meeting notes, contacts, relevant news articles and email correspondence systematically and in one place for easy reference and informed decision-making. ArtemisVC also enables effective portfolio monitoring, analysis and reporting. In addition, we provide add-ons for tracking financial projections, specific round information and valuation information. Our portfolio tracking "widgets" can be added on an as-needed basis to our Dealflow Management system. Highlights • Real-time view of investment pipeline • Intuitive user interface • Highly configurable • Highly integrated with Outlook • Powerful reporting capabilities • Track important financial data • Capture round details and valuations • Easily create FAS 157 reports and Limited Partner updates Our industry focus, flexibility towards client requirements and commitment to client satisfaction through on-going maintenance and support make us the partner of choice for alternative investment firms.
Categories
- Business Needs
- Sales
- Industries
- Financial Services
- FeaturesNative AppBuilt exclusively on the Salesforce Platform, ensuring reliability and performance.No LimitsThis product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in HelpManaged PackageThis product is installed in your Salesforce org as a managed package and receives automatic upgrades.
- Native AppNo LimitsManaged Package