As investors and deal-makers, we have been trying to use CRM systems that are designed for selling products and services but not managing investors and projects. Eventually, we decided that it was time to stop fitting squares into circles and we embarked on designing a superior solution for our workflow.
The vision was to create a CRM that would empower team collaboration and follow investor workflow. A tool that would support investment teams in all their activities, from networking, to fundraising, investing, managing portfolios and exiting investments. But also a tool that would be so easy to use that one could think of it as a valuable team member, a clever associate providing investors with actionable insights and intelligence across the whole investment team.
What started as a simple CRM became the OS of our business with a new formula: organising all our activities and interactions around projects rather than contacts and companies, simplifying access to our collective intelligence and making sure we all benefited from it. So while team members came and went, the intelligence stayed and our history was built.
Eventually, we decided that we would share our clever associate with the world. And this is how Dialog was born.
We invite venture capital and private equity teams, corporate finance and M&A advisors, corporate development organisations and other deal-makers to experience Dialog, your efficient team associate.