Kanban View
Visualize your deal flow with Kanban View. Track deals through every stage of your review process, manage priorities and capture attributes unique to your investment thesis.
Dashboards
Roll-up and track key metrics from every investment or fund. Use dashboard widgets to display reports, embed documents, publish announcements and more.
Conversations
Strike up conversations within any deal record to collaborate in real-time directly where the opportunities are being assessed. Share thoughts with staff or review recommendations from the team in real-time.
Permissions
Ensure the right access is available to team members. Invite investors and portfolio companies to join your VS account to access reports, add company metrics or collaborate in real-time.
File Management
VS offers an evolution in file and document management. Move beyond shared folders in the cloud to store key documents directly in the system of record. Manage company, investor, and fund files all in one spot.
File Management
My Work provides single place to view your work across all processes and projects. Assign items to staff, manage priorities, and create personal to-dos for one unified view of your work life.
Automations
VS makes it easy to automate deal flow. Trigger actions based on the status of deals, or dates to ensure work keeps flowing. Invite LPs or portfolio companies into the mix to trigger systematic updates or automate status and metric reporting.