EquityTouch

EquityTouch, developed by Touch Ahead Software, is a CRM solution specifically designed for the venture capital, private equity, and alternative asset community. According to the vendor, this software aims to streamline business relationship management, facilitate deal sourcing and collaboration, and provide intelligent insights for investment professionals. EquityTouch is intended for small to large companies within the alternative asset industry, including venture capital firms, private equity firms, alternative asset firms, and other financial services organizations.

Key Features

Superior Fast Searching: According to the vendor, EquityTouch offers exceptional searching capabilities, allowing users to navigate through hundreds of thousands of records quickly and efficiently.

Shared Groups and Saved Searches: Users can create and save groups and searches, enabling easy tracking of evolving data and keeping teams up-to-date on collaborative efforts, as claimed by the vendor.

Intelligent Relationship Management: EquityTouch tracks complex relationships between individuals and organizations, providing a comprehensive view of connections and interdependencies, as stated by the vendor.

Integrated with Microsoft Outlook: The vendor claims that EquityTouch seamlessly integrates with Microsoft Outlook, allowing for the quick and secure transfer of email, calendars, and contacts between the two platforms, saving time and reducing manual entry.

"Fly-Out" Touch View: According to the vendor, users can search, view, and update company or contact information while creating another Touch, enhancing multitasking and overall efficiency.

Statistics: EquityTouch provides dynamic statistics on touch activity, including contact frequency and outcomes, enabling users to track and analyze touch activity, according to the vendor.

Drag and Drop Customization: Users can easily customize screen layouts directly within the browser window, eliminating the need for configuration settings or opening new windows, as claimed by the vendor.

Web Service Integration: EquityTouch allows for the direct import of data from various sources such as CrunchBase, Dow Jones, Bureau van Dijk, and AngelList. Additionally, users can access real-time information from LinkedIn, Twitter, Facebook, and Google, as stated by the vendor.

Virtual Users and Delegates: According to the vendor, users have the option to delegate others to act on their behalf, simplifying information entry and enhancing collaboration.

Mobile Access: EquityTouch offers a mobile web application optimized for Apple, Android, Blackberry, and Windows devices, providing secure access to data anytime, anywhere, as claimed by the vendor.