Manage deals, investor relationships and portfolios, all on one intuitive platform
From deal pipelines to client databases—find all the information you need to ensure a smooth flow of your deals, in one place. Centralize your communication and relationship management by bringing your contacts and emails on one page and save valuable time
Drive deals and plot your way forward with data as your cornerstone with analytics on every company in your portfolio. Get the real-time insights you need on your pipelines to take informed calls, and share clear figures with investors and companies alike
From Google Calendars to track your meetings, to Zoom for setting them up, Sketchnote's easy-to-setup integrations bring all your important work, right into the platform. Connect your task boards from JIRA, your Slack channels, and even your HubSpot forms for efficient project management