Top 26 Venture Capital Technology: Tools for Every Step of the Investment Lifecycle

Venture capital has slowly but surely been seeking technological transformation. It started when investment firms moved from Excel spreadsheets to CRMs and document management solutions. However, general-purpose software did not support complex, non-linear sales cycles, so venture capital tech stack began expanding with specialized solutions.

And just like that, a whole new venture capital technology industry has emerged.

Venture Capital Software & Technology Market Map

Top Venture Capital Technology

Many Tools suggested in the lists serve multiple purposes, but we sorted them by their most prominent feature. For example, Salesforce is famous for its venture capital CRM functionality, but it can also be used for deal tracking, portfolio management, fund administration, analytics, creating secure digital portals and data rooms, etc.

Comprehensive Venture Capital Platforms

Under a comprehensive venture capital technology platform, we mean platforms that have all necessary built-in functionality or a capacity for customization, integration, or additional development to meet all needs of venture capital firms.

Venture Capital Technology Platforms.xlsx

Salesforce for Venture Capital

Since its foundation in 1999, Salesforce has rapidly expanded far beyond basic CRM. Now, it’s a complex ecosystem that accommodates venture capital technology, too. Its extensive product line and innovative technologies have secured its place in the hearts of over 150,000 companies and continue to entice new ones.

• Salesforce has a wide range of flexible products. Sales Cloud, Marketing Cloud Account Engagement (formerly Pardot), Financial Services Cloud, Experience Cloud, Service Cloud, etc.
  

  Salesforce Cloud	How It Helps Venture Capital Firms
  Sales Cloud	Centralize all your data: investors (information, preferences, and communication history), properties (location, condition, owners), customers, etc. Manage the deal pipeline through a holistic view of all your current, closed, and potential operations.
  Experience Cloud	Build custom-branded digital spaces like deal rooms and partner portals
  Financial Services Cloud	Build complex interactive relationship graphs. Streamline compliance.
  Marketing Cloud Account Engagement	Personalize and automate multichannel communication with partners, customers, and investors.
  Service Cloud	Handle inquiries efficiently with detailed interaction history, 24/7 chatbots, and rich knowledge base.

• Salesforce offers fund management, portfolio management, and reporting functionality
• Highly customizable, from interface to workflows
• The highest security standards in the industry
• Over 4,300 integrations and an abundance of native apps listed on AppExchange
• Interactive dashboards and predictive analytics.
• Workflow automation with multiple complex rules.
• Salesforce AI capabilities include but are not limited to Agentforce AI Agents and Einstein AI.

Due to its flexibility, many venture capital technology solutions choose Salesforce as a core platform. For example, Altvia is built on Salesforce. Also, Salesforce ecosystem has AppExchange – a marketplace of various Salesforce applications, where you can find listings from Industry leaders. Want the functionality of Navatar in your Salesforce? AppExchange has its native official application.

Secure, flexible, and versatile Salesforce is a future-proof choice of venture capital technology. However, it still may require customization, and extra professional services like virtual administration to keep the system protected and at its max capacity. And here is where Salesforce excels with over 4,000 partners that are ready to help. For example, Ascendix is a Summit Salesforce Partner which makes us a top 10%. Our consultants cover multiple time zones so your system will be in safe hands around the clock.

Edda

Formerly Kushim, Edda is a top venture capital technology platform that covers 99% of your needs. Edda provides four core solutions for venture capital firms: CRM, portfolio management software, deal tracking software, and a partner portal.

Also, Edda has a HERA AI assistant that is included in Dealflow solutions. Hera can help with writing polite rejection letters, due diligence, creating cap tables, AI-powered summaries, and providing information about your current dealflow state.

Edda Deal Management and Portfolio Management Split Interface | Source: Edda

Juniper Square

Juniper Square is a leading investment management software that covers key venture capital technology functionality like CRM, investor portals, and reporting. Reporting that includes K-1 and other accounting forms is the feature that makes Juniper Square stand out among other venture capital tools.

Juniper Square Portfolio Overview | Source: Capterra

Key features:

• CRM and fundraising tools
• Document and report sharing and e-signature
• Data rooms and investor portals
• Capotal account management
• Performance metric tracking and detailed reporting
• Asset and Investment management
• Cash flow and debt summaries
• Email tracking and engagement analytics
• Investment valuation tools
• Bank-grade encryption level and the single sign-on capability

Allvue Systems

Allvues is a one-stop software for private equity and venture capital firms. It can replace an extensive CV tech stack, covering everything from deal sourcing and pipeline management to fund accounting, portfolio monitoring, compliance, and investor relations.

Allvue Systems emphasizes its AI foundation, implying that built-in artificial intelligence is available across all venture capital technology products they offer. In particular, Andi AI can help with automation, compliance, and complex search.

Allvue is also very similar to Salesforce. The biggest similarity is that it has a modular structure where each piece of functionality is purchased and implemented separately. This can be expensive if you need a complex venture capital technology system, but it is also very cost-effective since you avoid overpaying for unnecessary features.

Allvue Systems Interface | Source: Allvue

Altvia

Altvia is a venture capital-focused platform built on Salesforce. It offers tools for fundraising, deal management, investor relations, and reporting. As a venture capital technology platform, Altvia is basically a Salesforce with heavy customizations.

Altiva Fundraising Dashboard | Source: Altvia

Key features:

• Pre-configured Salesforce-based solution for deal and LP tracking
• Secure portals for LP updates, calls, and reports
• Deal flow and fundraising management
• Connects with accounting software, eSignature, email tools, etc.
• Custom dashboards for team and LP reporting
• AIMe AI assistant

Venture Capital CRM

Salesforce Sales Cloud

Salesforce is a #1 CRM in the world for a few reasons: scalability, flexibility, robust security, over 4.5K integrations, a friendly community, and a suite of various add-ons. 150k companies, including those on the Fortune 500 list, have entrusted their data to Salesforce.

Salesforce CRM Dashboard Example | Source: Salesforce

Salesforce CRM serves as a centralized solution to organize investor data, track investment opportunities and deal pipelines, manage limited partners (LP) relationships, monitor fund performance, automate capital calls, and gain valuable portfolio insights.

The system seamlessly connects with external databases so that you can see beyond your input without leaving your Salesforce CRM. Configured AI can use this data for in-depth analysis and forecasting.

Also, Salesforce venture capital CRM offers a comprehensive deal pipeline view, due diligence checklist creation capabilities, workflow automation without AI, and other useful functionality that you can explore and leverage with Ascendix experts.

Affinity

Affinity is a top venture capital CRM that has the potential to become a core piece of your venture capital technology toolkit. It is designed to meet the needs of venture capital firms of all sizes and primarily focuses on managing contacts, deals, and complex sales pipelines.

Affinity Analytics Dashboard | Source: Affinity

The Affinity’s forte is relationship mapping. Complex relationships are depicted with ease via interactive graphs that encompass the connections in detail. Also, as a venture capital technology software, Affinity is compatible with a variety of other software applications, such as accounting software, marketing automation software, and email marketing software.

User-friendly interface and intuitive dashboards are the cherry on top of a perfect venture capital technology cake.

Attio

Attio is a CRM designed for alternative investment, making it an affordable addition to our venture capital technology toolkit. At first glance, Attio looks like Notion customized for venture capital investors – visually appealing interface, collaborative view, convenient structure, and no-code basic customization capabilities. However, the difference is robust security that safeguards all sensitive data.

Deal Pipeline in Attio CRM | Source: Attio

Key features:

• Relationship intelligence based on email, calendar, and CRM data
• AI-generated contact summaries and company profiles
• Automated workflows for status updates, lead assignment, and sending reminders
• User-friendly interactive analytical dashboards
• Built-in tools for team collaboration

Venture Capital Portfolio Management Software

Carta

Carta has been recognized as a must-have venture capital technology. It offers features such as cap table management, equity accounting, and compliance tracking, allowing firms to track ownership stakes, issue stock options, and maintain regulatory compliance.

Also, Carta is known for its tactical forecasting and planning, and ACS 820 valuation that makes investment more predictable and future-proof.

Carta has a very minimalistic interface that can seem poor for some users, but the solution is feature rich.

Carta Fund Admin Interface | Source: Carta Release Notes

Venture Capital Marketplaces

AngelList

AngelList is a top venture capital technology ecosystem that brings together startups, angel investors, and job seekers. What started as a marketplace for angel investors has expanded into multiple services, including venture fundraising, startup job listings, and remote hiring.

Also, AngelList has launched another venture capital technology on its platform – AI called Fin for financial modeling, data analysis, and general assistance.

AngeLlist has complex pricing calculations since it includes state regulatory fees and takes a percentage of the fund size. For syndicates, the price starts at $8k + $2k flat fee for covering state regulatory fees.

Odin

Odin is an investment marketplace and a social platform designed to facilitate startup co-investment for communities of investors. As a venture capital technology, Odin offers a platform where investors can submit their proposal and have custom syndicate agreements and entity formation handled for them.

Once the deal goes live, Odin manages all the essential steps, from SPV creation to investor onboarding, KYC/AML checks, and vetting, promising deal closure within as little as 7 days. This frees up investors to focus on building relationships and saves money spent on legal services since Odin has lower fees than traditional legal firms.

Data Sourcing

PitchBook

PitchBook is a platform that contains data about millions of companies worldwide. Because of its data depth and available API, PitchBook is a valuable asset in your venture capital technology toolkit. However, it’s not the most affordable solution, which can significantly burden small venture capital firms.

Crunchbase

Crunchbase is a good example of venture capital technology for sourcing start-up data. User-friendly interface, value for money, and generous data export possibilities made Crunchbase an ultimate venture capital tool.

Due Diligence

Ideals.

Ideals is a virtual data room provider that has exceptional due diligence functionality. It is also perfect for document management with its convenient folder structure, bulk actions, and labels.

The only downside is complicated permission settings and management, which results in login issues. Ideals strives to provide security, but eventually has overkilled it.

Ideals Interface | Source: Ideals

Dasseti

Dasseti is a due diligence solution primarily designed for mergers and allocators, which perfectly fits into the venture capital technology list.

Dasseri is a young solution that hasn’t gained many reviews yet, which might scare away some venture capital firms. It is a private equity tool that has a Salesforce application on AppExchange and can significantly facilitate dues diligence process.

Deal Rooms and Digital Portals

Venture capital technology also includes digital spaces like deal rooms and real estate investor portals that facilitate deal closure, transparency, LPs’ communication and reporting, and overall client experience.

Salesforce Experience Cloud

Salesforce Experience Cloud can become a solid basis for LP portals, GP portals, investment team workplace, and even your website. You can customize the visuals, elements, permissions, and functionality.

The Example of the Real Estate Investor Portal Interface | Ascendix

Benefits of Salesforce Experienced Cloud as venture capital technology:

• Custom-branded, intuitive investor portal for a seamless onboarding experience and further collaboration
• Access to relevant documentation through secure portal
• Possibility to integrate e-signature tools to sign documents right on the portal
• We can enhance portal experience with natively integrated AI agents by Agentforce at affordable pricing.
• Real-time portfolio insights and investor reporting
• Personalized dashboards for investors to track performance and holdings
• Comprehensive visibility into investment progress and portfolio performance
• Enhanced initial engagement and trust-building with new investors through transparency and constant communication
• Robust security and extensive permission settings

Dealroom

DealRoom is designed for M&A deal management, whose functionality fits well in the VC tech stack. Like Ideals, DealRoom had due diligence capabilities with secure document management and user-friendly checklists.

Regarding document management, DealRoom does not support bulk actions, but it has e-signatures. Also, you can get AI-powered contract analysis as an add-on to your venture capital technology kit. Since paperwork is a huge part of any real estate operation, Ascendix has been developing an Intelligent Document Processing tool, too.

Virtual Data Room Setup | Source: DealRoom

We recommend looking through pricing options before advancing forward with DealRoom, since it might not be the most affordable solution on the market.

SyndicationPro by SponsorCloud

SyndicationPro is a venture capital software focused solely on digital spaces, particularly for investors that are not tech-savvy.

Key Features:

• Multiple profile investment options;
• Digital PPM and deal document viewing;
• Electronic signature capabilities;
• Investment and distribution tracking;
• Investor report generation;
• Tax document access;
• Mass email functionality;
• Profile type management;
• Automated update notifications.

SponsorCloud has other solutions that can be handy when you compose your VC tech stack, such as solutions for optimizing administrative effort and document management.

Analytics and Business Intelligence

InsightSquared

InsightSquared is not specifically a venture capital technology, but more of a general-purpose business intelligence tool, famous thanks to its AI forecasting. It promises an unfiltered, unbiased view of your forecast, validated with machine learning.

InsightSquared has a modern, user-friendly interface. Easy to integrate with your existing system. Has a learning curve, but training is provided. Also, it offers a Salesforce-native application on AppExchange.

Tableau

Tableau is a leading business intelligence and data visualization platform in the Salesforce ecosystem. This means that Tableau shares the same high-end security, flexibility, and broad compatibility. As a venture capital technology, Tableau has been used for portfolio analytics, performance tracking, and reporting.

Use this link for an interactive venture financing dashboard.

Outreach

Salesforce Marketing Cloud Account Engagement

Salesforce Marketing Cloud Account Engagement can be considered venture capital technology for multichannel personalized outreach.

• You can deliver personalized, multichannel marketing campaigns across email, social media, SMS, nurture the relationship, keep in touch with old partners, stay on top of potential investors’ minds, send out quarterly reports automatically, etc.
• Use built-in Engagement History Dashboards and ROI Reporting to analyze the areas for improvement.
• Automate your outreach by setting complex automation rules to be sure that the right message is delivered to the right person at the right time.
• Advanced subscription plan unlocks Einstein Lead Scoring, Einstein Behavior Scoring,
• Einstein Campaign Insights and more AI-driven features.

Account Engagement History in MC Account Engagement | Source: Salesforce

Superhuman

Superhuman, as a part of the VC tech stack, is claimed to be a time-saver for venture capital investors when it comes to writing emails. It offers keyboard shortcuts, snippets of templated phrases, and scheduled messages powered with Natural Language Processing (NLP).

Mailchimp

Mailchimp is an email marketing automation platform for managing subscribe lists and creating campaigns to send to investors and prospects.

Scheduling

Callendly

SavvyCal

Venture Capital Technology Starter Pack for Small Firms

Experienced firms usually seek venture capital tools to facilitate or expand certain processes, which is not the case for newly established venture capital firms. Here we suggest a list of core software that young firms should consider as their core CV tech stack.

Salesforce as a Core of VC Tech Stack

Make Salesforce your venture capital CRM and core platform. The first benefit is the price. Basic SF Sales Cloud (CRM) pricing is $25 per user per month. For such a humble price, you get all the basic functionality of CRM, task management, customizable reports and dashboards, and more.

Salesforce’s scalability makes it a perfect foundation for a small venture capital firm. When you grow and need to expand, you can build everything you need on one platform, step by step. Security is immaculate, and over 150K companies worldwide trust Salesforce as an industry leader.

Also, as an alternative, we can build a completely custom and personalized solution on top of the Salesforce platform. Salesforce offers platform licenses for this purpose.

If you are not ready to invest in customization that will pay off in the long run, you can always choose from thousands of available and compatible products, applications, and integrations.

Fund Management and Analytics

Carta for fund and equity management. Carta has a free plan for startups with less than $1M raised and 25 stakeholders or fewer. If you fit into those characteristics, Carta is your chance to access a specialized, professional solution basically for free. We talked about carta above if you’re interested.

Tableau for analytics. Tableau is another Salesforce product that can be purchased separately if you choose another core venture capital tool. The basic package is $35 per month, billed annually. It has solutions tailored to different industries, including financial services. The reports are interactive, informative, and visually appealing. If you want to advance your analytics and forecasting further, Tableau offers Tableau+, powered with AI, which is purchased separately and has accustomed pricing. It means the price for small firms might be lower according to your needs.

Another option for enriching your venture capital technology kit is Power BI, but you will need to buy a whole Microsoft suite, which might cover your collaboration and document management needs, too.

Collaboration and Data Sourcing

Slack and Zoom for collaboration. Slack is about $8 monthly, and Zoom is about $13 per month. This bundle is the most popular and cost-efficient solution for small firms. Both integrate with Salesforce seamlessly. Callendly for scheduling (has a free plan).

Crunchbase for company data and improved deal sourcing. Crunchbase is a database of all sorts of financial information about over 150 million organizations and more than 600 industry verticals. Annual subscription costs $49 monthly, which is more affordable than Pitchbook and other similar services. Provided data will bring awareness about possible acquisitions and partners, so that your venture capital firm can grow safely.

We consider this VC tech stack a solid foundation for young and small venture capital firms.

Why Ascendix as Your Venture Capital CRM Consulting Partner

Ascendix has been assisting real estate and financial services companies for over 2 decades – we know all the pitfalls, keep up with the trends, and have an extensive team across the world. We can guide you through the maze of venture capital technology and provide your organization with the necessary tools, knowledge, and training.

How we can help with composing a VC tech stack:

• CRM Consulting, including your current system assessment, strategizing, and consulting on the best CRM option for your private equity business.
• Salesforce Migration. If you choose Salesforce as your go-to solution, we will ensure a secure and fast migration from your current system.
• Salesforce Implementation. We cover all processes, from initial consulting and planning to user training and ongoing support.
• Salesforce Customization for Private Equity. We can help you mold a perfect private equity deal tracking and CRM solution by adding custom objects, workflows, functionality, and even AI.
• Salesforce AI Consulting, including Agentforce set-up.
• Salesforce Sales Cloud for relationship management
• Salesforce Experience Cloud for branded, secure digital spaces like LP portals and deal rooms.
• Provision of continuous system administration and virtual support for feature updates and releases.
• Comprehensive training for users and admins to facilitate quick adoption.
• CRM marketing automation tools setup and configuration.
• Salesforce integration with third-party applications.

Tell us about your vision and technological challenges, so our experts can help you find optimal solutions.