AllRounds Investor, AllRounds Finance and AllRounds Exchange
Analyze private-market investments, manage company capitalization, and support capital raising in Salesforce Platform.
Allrounds IncPaid
ArtemisVC
by ArtemisVCSalesforcePaid
Manage investment dealflow, due diligence, portfolio monitoring, and reporting in Salesforce Platform.
PRICINGPaid
DEPLOYMENTCloud
CATEGORYFinance
UPDATED ON MARKETPLACE
What it does
ArtemisVC records dealflow and due diligence information, including prospect interactions, notes, contacts, news, and email correspondence, in Salesforce Platform. It provides investment pipeline views plus portfolio monitoring, analysis, and reporting. Add-ons track financial projections, round details, and valuations. The system also supports FAS 157 reports and Limited Partner updates.
Key capabilities
from the Salesforce AppExchange listingDealflow capture
Records prospect-company interactions, call and meeting notes, contacts, news articles, and email correspondence.
Pipeline monitoring
Provides a real-time view of the investment pipeline.
Portfolio tracking
Supports portfolio monitoring, analysis, and reporting through configurable tracking widgets.
Financial data tracking
Tracks financial projections, round details, and valuation information.
Investor reporting
Supports creation of FAS 157 reports and Limited Partner updates.
Outlook integration
Integrates with Outlook for the dealflow management workflow.
Who it's for
Alternative investment firms.
How it compares
ArtemisVC records dealflow and due diligence information alongside portfolio monitoring and reporting. AllRounds Investor analyzes investments and optimizes deal structures, while AllRounds Finance provides capitalization management, valuation analytics, and capital raising.
| Name | Pricing | Deployment | Updated |
|---|---|---|---|
| this plugin | Paid | Cloud | |
| AllRounds Investor, AllRounds Finance and AllRounds Exchange | Paid | Cloud |
In the catalog
1,106 plugins in Salesforce Platform · Finance
Price distribution: 265 free, 166 freemium, 675 paid
Pricing & deployment
Platform
Salesforce
Product
Salesforce Platform
Deployment
Cloud
Pricing
Paid
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What the vendor says
«ArtemisVC is a comprehensive system that enables the capture of all aspects of the dealflow and due diligence process such as touchpoints with prospect companies, call and meeting notes, contacts, relevant news articles and email correspondence systematically and in one place for easy reference and informed …»