CRM & Deal Origination

Track, manage and streamline deal-sourcing activities with one centralised location with Quva's CRM & Deal Origination feature.

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CRM & Deal Origination Software

Streamline deal-sourcing activities with one centralised location for deal information in order to easily track deal financial performance and manage due diligence processes including deal expenses.

 

Streamline Your Investments

Here's what you can do with our CRM & Deal Origination feature:

 

  • Streamline Deal-Sourcing
  • Manage Deals
  • Track Performance
  • Monitor Processes
  • Reporting & KPI's
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Customisable, Easy-To-Use Dashboards

Custom Pipelines
With no limitations on the number of pipelines, stages or deals within them, Quva's custom pipelines allow you to manage your workflow with ease.
Custom Pipelines
Opportunity Transactions
Quva allows you to manage, view and distribute opportunities, enabling your investors and limited partners to transact via their secure and dedicate client portal.
Opportunity Transactions
Client CRM
Streamline deal-sourcing activities with one centralised location for deal information in order to easily track deal financial performance and manage due diligence processes including deal expenses.
 
Client CRM
KPI Dashboard
Automatically produce industry-standard reports and custom templates, in order to seamlessly share information with key stakeholders.
KPI Dashboard
Investor Portal
White-labeled in your own brand colours, Quva's client portal allows your investors to securely login to transact and monitor investment opportunities.
 
Investor Portal
White-label Solution

Quva's white-label solution allows you to edit the look and feel of your platform, enabling you to showcase your company brand.

 

Updated within the settings area in seconds, you can update things like the colour scheme, upload logos as well change the terminology to suit your exact needs.

White-label Solution

HubSpot for Startups

As a certified member of HubSpot's 'Hubspot for Startups Partner Program', we offer more than just access to potential discounted rates. Our expertise allows us to seamlessly integrate your new or existing HubSpot CRM directly into Quva via API, ensuring a smooth and efficient connection to your CRM and records.

HSFS

Developed by Investment Professionals for Investment Professionals

Our team at Quva consists of experienced investment professionals who understand the complexities of the Alternative Investment Market.

We've leveraged our industry knowledge to design a platform that meets the specific needs of alterative investment professionals.

With our deep expertise and commitment to innovation, Quva empowers you to manage your investments more efficiently and effectively.

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Who we work with

Maven-Capital-Partners
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Request a Demo

Whether you’re looking to streamline how you manage your investments, or simply have a burning question, get in touch today and see how Quva can help take you and your business to the next-level.

 

Simply fill out the form and of our digital transformation experts will be in touch.