DealFabric operates as a cloud-based CRM solution specially designed for professionals in the Private Equity and Alternative Investments sector. The platform, fortified with robust CRM technologies like Salesforce and Microsoft Dynamics, is tailored to elevate the efficiency levels of investment professionals through adept relationship management. It stands as a one-stop solution offering a comprehensive array of management facilities that encompass deal flow, fundraising, contact management, and fostering shared access to facilitate improved collaboration among teams. Whether it is centralized deal management for fundraising or tracking funds and following LPs, DealFabric offers meticulous solutions for a streamlined operation. Moreover, it introduces Information Portals, a feature that grants LPs the accessibility to detailed information on their investments and deal flows. The inclusion of Placement Agent Management further amplifies its capabilities, enabling users to register, report, and track placements agents along with the deals associated with them seamlessly.
