Pipeline Management Software

Streamline deal management with deal tracking software designed to effectively monitor opportunities and potential investors across every interaction

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Deal Flow & Pipeline Management Tools

Allvue’s Pipeline Management software solution keeps track of all potential investors and deals using contacts, conversations, emails, and more. Never miss an opportunity with Allvue’s investment and deal tracking CRM software connecting the dots across every channel of communication.

Dashboard of Pipeline Management Software

Deal Management Software Features & Benefits

Manages a pipeline of investor and investment opportunities, serving as a comprehensive pipeline management tool

Track contacts, emails, documents, conversations, ideas, meetings and more with our deal flow management tool

Gain relationship insights between Accounts, Contacts, Opportunities, and Products, leveraging our CRM software

Maintain vertical integration of data through the entire life cycle of a deal from Pipeline through Funding, using our deal pipeline system

Associate emails with opportunities and sync contacts via native Outlook integration, enhancing your pipeline reports

Use dashboard reporting and set rule-based alerts based on any criteria

Technology behind Allvue’s Software

Our Pipeline Management Technology

At the heart of our pipeline management tool is a powerful, flexible workflow and rules engine. Built on the robust .Net framework, Allvue’s technology stands out as a pinnacle of pipeline CRM innovation. It seamlessly communicates with other systems, ensuring efficient data integration and management, vital for any PE firm or venture capital firm. Our platform’s strength lies in its ability to handle diverse data within its advanced security master and comprehensive data warehouse. This capability is crucial for effective pipeline reports and deal management, automating complex processes to boost operational efficiency and mitigate risk.

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Discover the future of alternative investment software

Allvue’s industry-leading solutions can help your business break down barriers to information, clear a path to success, and reach new heights in alternative investments.

  • Front-to-Back Solutions – From fundraising to Investor Reporting & everything in between, Allvue has the solution you need
  • Multi Asset Class Coverage – Allvue can service all investments in the alternative space — from debt to equity — no matter what you invest in
  • Flexible Deployment – Whether you need a completely integrated solution or best-in-market point offering, Allvue has a deployment to fit your needs