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DirectoryIT & CommunicationSoftware DevelopmentYverdon-Les-BainsDealFabric Sàrl
DealFabric Sàrl Logo
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DealFabric Sàrl

Summary

About the company

The core activity of DealFabric is the development and provision of CRM solutions (Customer Relationship Management) specifically for the Alternative Investments industry, including deal flow management, investor relations, fundraising and asset management.

AI-generated
Offering

Products & services

Industry:Software Development
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12
CRM platform for deal flow management
CRM platform to manage multiple deal flows, record companies and contacts, filter and segment deals, track counterparties, and use the data in Excel.
Solutions for investor relations and fundraising
Solutions to track fundraising rounds, manage investors and placement agents, automate reporting and centralise notes, documents and interactions.
Solutions for M&A operations
Solutions to structure the M&A process end to end, build lists of acquirers, track stakeholders, centralise documents and analyse investment criteria.
Application for fund-of-funds investors
Application to track the GP funds, their holdings and key relationships, segment data, automate workflows, alerts and reporting.
Solutions for business development
Solutions to manage prospects and pipeline, develop leads, automate marketing follow-ups, track clients, CGP and distributors, and use the data in Excel.
Consulting, integration and deployment services
Framing and scoping services, customisation, data migration, integration into the IS, office integration, user training, onboarding and skills transfer.
Application support and maintenance
Standard support, premium support and on-demand services: anomaly diagnostics, fixes, evolutive maintenance, user assistance and integration of third-party applications.
Collection of information and integration of third-party data
Automatic collection of information, custom forms, email questionnaires, consolidation of responses and integration with the main sources of information.
Analysis and reporting
Analysis, simulations, archiving/history and reporting with dashboards, key indicators, sharing and export into Excel, integrated with Microsoft Power BI.
Integrated Microsoft office functionalities
Outlook synchronisation, integration with Teams and SharePoint, management of notes, tasks, appointments and documents, with access to Office 365 applications.
AML / KYC compliance features
KYC compliance module with document checklists, management of required documents, alerts, expiry dates and tracking of process steps.
Email and marketing automation
Automated email and SMS campaigns, landing pages, forms, email scenarios, follow-ups, recipient segmentation and campaign tracking.
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Location

Route de Lausanne 17
1400 Yverdon-Les-Bains

At a glance

Legal form
Limited Liability Company
UID
CHE-439.355.203
Founded
2021 · 5 years
Last commercial register change
April 26, 2024
Employees
11 to 20

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