Venture Capital CRM for Faster Deal Screening
- Banking and Finance
- Custom Software
- Deal Screening
- Investment Management
Scope
Tanglin needed a faster and more consistent way to shortlist companies against its investment thesis while keeping research, notes and decisions easy to review.
Solution
We built a custom venture capital CRM that centralize company profiles, evaluation criteria, team notes and pipeline activity in one structured workspace.
Connected Investment Research
Company research, meeting notes and supporting documents stay connected to each opportunity, giving decision makers a clearer view of every deal.
Informed Investment Decisions
The CRM shows where each company sits in the evaluation process and helps the team prioritise opportunities that best match its thesis.
The platform gives Tanglin one place to evaluate companies, preserve investment context and move the strongest opportunities through its pipeline.
The platform gives Tanglin one place to evaluate companies, preserve investment context and move the strongest opportunities through its pipeline.
Clear Pipeline Visibility
The CRM supports a concentrated investment approach by making company screening, research and pipeline decisions easier to manage.
$250M
Assets under management supported by a more structured investment workflow
60+
Portfolio companies managed through a focused investment approach
$8M
Up to $8M cheque size requiring detailed and consistent deal evaluation
Thesis-Based Screening
Teams can assess each company against defined investment criteria, making the first stage of screening more focused and consistent.
