We want to better understand the needs of VC and PE firms like yours, so we appreciate every bit of market feedback we receive. The survey below consists of only 8 questions — it should take only a minute or two to complete.

We very much appreciate your time. Thank you!

1) Do you classify deals under consideration into STAGES, starting with something like a "Lead" and ending in an "Investment"?

 Yes No
If yes, what terms do you use?

2. What do you currently use for dealflow management?

 Microsoft Excel CRM or project management system (non-sector-specific) Custom-made in-house system Professional dedicated system within your Intranet Professional dedicated system hosted on the Internet No software or technology tools Other
Please elaborate...

3. What do you use to manage deal FILES within your firm?

 Just email and personal hard drive Shared Network Drive Other Intranet System Internet File Hosting Service As part of our dealflow system Other
Elaborate where appropriate:

4. How many deals does your group consider per month?

 1 - 10 11 - 50 51 - 100 More than 100 I have no idea!

5. Do you regularly analyze your dealflow? (Sources of deals, deals by industry, activity by partner, days spent on due diligence, etc.)

 Yes No
Please specify what analytics are most important to you, and whether you run them now or not.

6. How many investment professionals are in your firm?

Partners:
Associates/Principals:
Analysts/Admin support:

7. How many separate office locations does your firm have?

8. With regards to your dealflow management, what would you like to be doing differently?

Your Email


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