CRM Best Practices for VCs

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If you're a VC, you're probably managing relationships. Thousands of them. Over an extended period of time.

And if you're still using spreadsheets, you're doing your team (and your portfolio companies) a disservice.

Especially when there are more efficient, easier-to-use, and more collaborative tools out there. And CRM is one of them.

In this free CRM best practices ebook for VCs, you'll learn:

  • How to use your CRM to differentiate your firm from other VCs
  • How a CRM can help you communicate more effectively and build longer-lasting relationships with founders, boards, and other stakeholders
  • How to maintain relationships over months and even years when interactions aren't constant
  • And more!