Supercharge your
Investment Operations
Designed to simplify deal flow, portfolio management, and stakeholder engagement.
Efficient Deal Flow Management
Streamline your deal sourcing and collaboratively manage every stage of the deal flow with an intuitive and powerful interface.
Designed for
every Deal Source
Get a head start
Our preset questions capture key details about founders and their companies.
Multiple field types
Select from our diverse field types to create any form input you need.
Unique Links for every source
Create unique form links for all your deal sources—website, communities, scouts, partners, and more
Data-driven insights
Get a comprehensive view of the performance of each deal source with our dashboards
Turbocharged Pipelines; End-to-End Communication
Set pipeline criteria
Filter out unwanted deals and keep your pipeline clean by setting an investment criteria.
Customizable stages
Move deals through custom stages to match your firm's preferred language and system.
Monitor timelines
Track the exact duration a deal or startup spends at each stage of your pipeline.
Email Templates
Track deal origination sources with meticulous accuracy
Feedback Rep
Customize pipeline stages to align with your investment strategy.
Activity Trackers
Track all activities for each deal at every pipeline stage.
Compelling Memos
Create visually engaging memos that can be easily shared with your Investment Committees.
Comprehensive Portfolio
Management
Fund Overview
Get an at-a-glance view of your fund's key performance indicators.
Real-time Portfolio Profiles and Data
Access up-to-the-minute data on all portfolio companies to make informed decisions faster.
Portfolio Performance Tracking and Reviews
Stay informed with real-time tracking and detailed reviews of your portfolio’s performance.
Fund Metrics
Automatically calculated Fund metrics to enable you measure and monitor fund performance with ease.
Seamless Communication and Reporting
Robust Email Infrastructure
Manage all your email communications in one place with features designed to streamline workflow.
Dashboards and Analytics
Analyze, track, and share real-time insights from across your workspace.
Manage Contacts, Build Audiences
Organize your contacts and tailor communications to specific audience segments.
LP Updates and Reports
Generate and send LP reports effortlessly, ensuring stakeholders are always in the loop.
Win Today with Covalent
Let's help you redefine success.
