Capital Venture provides a unified platform for managing private equity operations, combining customer relationship management (CRM), deal tracking, and investor reporting. While customization options may be limited compared to broader CRM tools, its focused design and secure cloud infrastructure suit the needs of investment firms.
Capital Venture Specifications
Contact Management
Lead Management
Opportunity Management
Customer Communication Tracking
What Is Capital Venture?
Capital Venture is a global CRM designed for the private equity and alternative investment sectors. It addresses the critical issue of data fragmentation by consolidating all firm-wide information into a single, shared database, eliminating the risks associated with disparate spreadsheets. Its investor portal enhances transparency and engagement, while comprehensive portfolio management tools enable users to monitor assets and performance, providing a unified platform for the entire investment lifecycle.
Capital Venture Pricing
Capital Venture Integrations
Who Is Capital Venture For?
Capital Venture is ideal for a wide range of roles and sectors, including:
- Private equity firms
- Institutional investors
- Asset servicers
- Portfolio managers
- Investor relations teams
- Limited partners
- General partners
Is Capital Venture Right For You?
Capital Venture is an ideal choice for private capital firms seeking a unified system to manage the entire investment lifecycle, from deal flow to reporting. Its standout feature is its role as a comprehensive, front-to-back operational backbone that goes beyond traditional CRM capabilities. Its innovation was recognized when the “Extranet Participation” solution won an award at AM Tech Day 2024 for excellence in real asset investing.
Still doubtful if Capital Venture is the right fit for you? Connect with our customer support staff at (661) 384-7070 for further guidance.
Capital Venture Features
Capital Venture centralizes all company and contact data into a single, accessible database. This unified structure supports collaborative workflows, eliminates information silos, and ensures that every team member operates from accurate, up-to-date records across the entire investment lifecycle.
See How It WorksThe platform supports detailed tracking of investment opportunities through customizable workflows. Users can configure pipelines to match internal processes, monitor progress via dynamic dashboards, and access a full interaction history for each deal, ensuring clarity and consistency throughout the origination phase.
See How It WorksThe software enables efficient oversight of diverse assets by providing performance metrics, financial tracking, and real-time reporting. Users can monitor investment lines, analyze returns, and generate portfolio summaries from one interface, ensuring complete visibility and operational control across all holdings.
See How It WorksCapital Venture includes a secure investor portal that enhances communication by offering real-time access to fund data, positions, and documents. This transparency strengthens investor relationships, simplifies reporting workflows, and keeps limited partners informed without relying on manual information requests.
See How It WorksThe platform features a robust reporting engine that draws from centralized data to generate tailored reports. Users can automate internal and external reporting needs, reduce manual workload, and use accurate insights to guide firm-wide decisions with confidence and efficiency.
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