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TheInvestorNet

TheInvestorNet

Overview

What is TheInvestorNet?

TheInvestorNet is a platform designed by TheCapitalNet Inc. to streamline and optimize deal management, portfolio management, fund administration, investor management, and productivity for venture capital (VC) and private equity (PE) professionals. According to the vendor, this solution is suitable...

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Pricing

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Entry-level set up fee?

  • No setup fee

Offerings

  • Free Trial
  • Free/Freemium Version
  • Premium Consulting/Integration Services

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Product Details

What is TheInvestorNet?

TheInvestorNet is a platform designed by TheCapitalNet Inc. to streamline and optimize deal management, portfolio management, fund administration, investor management, and productivity for venture capital (VC) and private equity (PE) professionals. According to the vendor, this solution is suitable for companies of all sizes operating in the private markets, including VC and PE firms, corporate funds, and angel networks. TheInvestorNet caters to the needs of venture capital professionals, private equity professionals, fund managers, institutional investors, and family offices.

Key Features

Deal Management: According to the vendor, TheInvestorNet provides tools to evaluate investment opportunities, deploy capital into fundable enterprises, and manage the entire deal lifecycle from sourcing to closing. The platform offers real-time updates, analytics, and collaboration tools to optimize deal flow, mitigate risks, and cultivate relationships.

Portfolio Management: TheInvestorNet allows users to nurture and steer each portfolio company towards profitable growth. It offers features to generate returns through redemption, M&A, secondaries, or IPO. Users can track, monitor, and report portfolio performance and returns, access deal history, and track PortCo valuations. The platform also provides strategic resource allocation and industry expert connections, according to the vendor.

Fund Administration: TheInvestorNet enables users to source capital from institutional investors, family offices, and high-net-worth individuals. It facilitates the distribution of capital and exit proceeds to limited and general partners. The platform offers investor onboarding and transactions management functionalities. Users can ensure reporting, compliance, and audit readiness, while enhancing investor experience and transparency, as claimed by the vendor.

Investor Management: TheInvestorNet aims to help build long-lasting relationships with investors, maintaining transparency and trust. According to the vendor, the platform provides fundraising CRM and investor reporting functionalities. It offers an investor portal for communication and updates, helping users expand their investor pipeline and optimize investor management efforts.

Productivity Stack: TheInvestorNet integrates with MS Outlook and Google calendars for seamless synchronization. It also provides integration with data rooms on OneDrive, SharePoint, and Google Drive. The platform includes an in-built address book, tasks, and notes, as well as integration with research databases such as Crunchbase and D&B. Additionally, it offers email plugins for MS Outlook and Gmail, segregation of duties, enterprise-grade security, and features that aim to save time, optimize resources, and enable data-driven decision making.

TheInvestorNet Features

  • Supported: Benchmarking
  • Supported: Client Management
  • Supported: Client Portal
  • Supported: Data Import/Export
  • Supported: Fund Management
  • Supported: Performance Metrics
  • Supported: Access Controls/Permissions
  • Supported: Alerts/Notifications
  • Supported: Business Process Control
  • Supported: Collaboration Tools
  • Supported: Drag & Drop
  • Supported: No-Code
  • Supported: Process Change Tracking
  • Supported: Reporting/Analytics
  • Supported: Rules-Based Workflow
  • Supported: Templates
  • Supported: Third Party Integrations
  • Supported: Workflow Management
  • Supported: Activity Dashboard
  • Supported: Contact Management
  • Supported: Document Management
  • Supported: Financial Management
  • Supported: Pipeline Management
  • Supported: Team Assignments
  • Supported: Compliance Management
  • Supported: Investor Reporting
  • Supported: Portfolio Analysis
  • Supported: Portfolio Management
  • Supported: Financial Analysis
  • Supported: Portfolio Accounting
  • Supported: Tax Management
  • Supported: Audit Trail
  • Supported: Data Storage Management

TheInvestorNet Technical Details

Deployment TypesSoftware as a Service (SaaS), Cloud, or Web-Based
Operating SystemsWeb-Based
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Reviews

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