8vdX Description

Oversee your entire deal pipeline, including the management of incoming emails from entrepreneurs. Effortlessly invite your limited partners to co-invest with you through the Co-invest feature. Assess and track the performance of your portfolio firms. Leverage Yardsitck to cultivate top-tier insights that enhance your investment choices. With this wealth of information readily accessible, you'll be able to remain proactive and equipped for making knowledgeable decisions. Receive consistent, timely reports from your portfolio companies to keep you informed. Utilize these insights to guide your choices and maintain active communication with founders through a streamlined feedback system. Effectively manage your fund's operations while facilitating the onboarding of new investors. Additionally, create, organize, and oversee essential documents such as NAV reports, tax filings, and audited financial statements, ensuring you have everything you need for comprehensive fund management. By employing these tools, you can enhance your investment strategies and build lasting relationships within the industry.

Pricing

Free Trial:
Yes

Integrations

No Integrations at this time

Reviews

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Company Details

Company:
8vdx
Year Founded:
2021
Headquarters:
United States
Website:
8vdx.com

Media

8vdX Screenshot 1
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Product Details

Platforms
Web-Based
Types of Training
Live Training (Online)
Customer Support
Online Support

8vdX Features and Options

Financial CRM Software

Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management

8vdX User Reviews

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