Positon.ai
Automates M&A due diligence, deal configuration, risk reporting, and analytics in Salesforce Platform.
Positon IncPaid
Venturelytic
by VenturelyticSalesforcePaid
Manage venture capital and private equity deal information and collaboration in Salesforce Platform.
PRICINGPaid
DEPLOYMENTCloud
CATEGORYAnalytics
UPDATED ON MARKETPLACE
What it does
Venturelytic provides a venture capital and private equity platform within Salesforce. It supports collaboration among team members, deal prospects and portfolio companies. Deal information, including meeting notes and financials, can be stored in one place, with dashboards showing deal status.
Key capabilities
from the Salesforce AppExchange listingInvestment platform
Provides a venture capital and private equity platform using Salesforce.
Team collaboration
Supports collaboration among team members, deal prospects and portfolio companies.
Centralized deal data
Stores deal information such as meeting notes and financials in one place.
Deal status dashboards
Provides dashboards showing the latest status of deals.
Who it's for
Venture capitalists, private equity investors, team members, deal prospects and portfolio companies.
How it compares
Venturelytic provides a Salesforce-based platform for venture capital and private equity work, with centralized deal information, collaboration and status dashboards. Positon.ai automates the M&A workflow end to end and provides M&A capabilities for work stream leads on buyer or investor and seller or startup sides, with AI-powered real-time analytics.
| Name | Pricing | Deployment | Updated |
|---|---|---|---|
| this plugin | Paid | Cloud | |
| Positon.ai | Paid | Cloud |
In the catalog
332 plugins in Salesforce Platform · Analytics
Price distribution: 154 free, 33 freemium, 145 paid
Pricing & deployment
Platform
Salesforce
Product
Salesforce Platform
Deployment
Cloud
Pricing
Paid
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What the vendor says
«In a period where capital is highly available on the market, an increasing number of venture capitalists and private equity investors is fishing in the same pool of target companies. In a few years, only the smartest, most effective and efficient investors have survived. Venturelytic provides these investors of the …»