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ArtemisVC

Dealflow management system for venture capital and private equity.

Overview

  • 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
Features
Native App
Built exclusively on the Salesforce Platform, ensuring reliability and performance.
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
Native App
No Limits
Managed Package