8vdX Description

Oversee your complete deal pipeline, which includes managing inbound communications from founders, and effortlessly invite your LPs to participate in investments through the Co-invest tool. Evaluate and keep track of your portfolio companies' performance while utilizing Yardsitck to create top-notch insights that enhance your investment strategies. By having this crucial information readily available, you can maintain a competitive edge and be equipped to make knowledgeable choices. Additionally, you’ll receive prompt, standardized updates from your portfolio companies, allowing you to stay connected with founders through an efficient feedback loop. Effectively manage your fund’s activities while onboarding investors with ease, and generate, preserve, and oversee essential documents such as NAV reports, tax statements, and audited accounts—all contributing to a streamlined investment process that fosters transparency and accountability. This comprehensive approach not only simplifies the management of your investments but also strengthens relationships with stakeholders.

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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