Deal Flow CRMs to Track Portfolio Investments

Are they worth it?

Theron McCollough

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Venture capitalists see hundreds of deals every year — whether you’re an angel investor, emerging manager, or veteran managing partner. The question is, how do you manage all of this deal flow without losing track of the deal, investment economics, and post-investment milestones? Who sent it to you, and who you shared it with? Who has the deal and what

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Theron McCollough

Managing Director at Citizens Private Bank | VC/Tech; past Managing Director with First Republic,@SVB_Financial. founder, investor, limited partner, and banker