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Your Role & Firm
Your Email
Which best describes your role?
(Required)
Private Equity Investor
Venture Capitalist
Family Office Executive
M&A Advisor
Institutional Investor
Other
Other
What size deals (enterprise value) do you typically work on? (Select all that apply)
(Required)
Under $10M
$10M - $50M
$50M - $250M
$250M+
What are your firm’s assets under management (AUM)?
(Required)
Under $50M
$50M - $150M
$150M - $500M
$500M+
Your Pain Points
When managing deals, what are your biggest challenges? (Pick up to 3)
(Required)
Select between
1
and
3
choices.
Sourcing high-quality deals
Managing deal flow efficiently
Too much time & effort spent on due diligence
Too hard to keep track of due diligence & deal documents
Coordinating with multiple stakeholders
Tracking & managing portfolio/company performance
Presentations & investor reporting
Task management & workflow coordination
Other
Other
How Do You Currently Manage Deals & Portfolio Companies?
Which tools or platforms do you primarily use to manage deal flow, diligence, and portfolio tracking? (Select all that apply)
(Required)
Spreadsheets (Excel, Google Sheets, etc.)
Email (Gmail, Outlook) as the main deal tracker
Cloud storage (Dropbox, Google Drive, Box) for document sharing
Collaboration tools (Slack, Microsoft Teams, WhatsApp)
Dedicated deal rooms (Intralinks, Datasite, etc.)
CRM or pipeline tools (Salesforce, Affinity, HubSpot, etc.)
Portfolio management software (eFront, Juniper Square, etc.)
Custom-built internal software or databases
Other
Interest & Adoption
Other
If a platform could solve your biggest deal process & portfolio management pain points, how likely would you be to sign up? (1 = Not interested, 10 = Sign me up!)
(Required)
1
2
3
4
5
6
7
8
9
10
What percentage of your team would you want to use the platform?
(Required)
Just me (solo use)
A few key deal team members (25%)
Most of my firm (50-75%)
Entire team (full adoption)
Pricing & Payment Preferences
What’s the most you’d be willing to pay for a tool that significantly improves your deal process & portfolio management?
(Required)
Under $250/month per user
$250-$500/month per user
$500-$1,000/month per user
$1,000-$3,000/month per user
$3,000+/month per user
Brand & Messaging
What would make this a must-have platform for you? (Pick up to 3)
(Required)
Select between
1
and
3
choices.
If it saved significant time in due diligence
If it helped me better manage diligence & deal documents
If it gave me access to **exclusive** deals
If it improved collaboration across my team
If it helped me close deals **faster**
If it made presentations & reporting seamless
If it helped track & execute value creation plans
If it made investor & LP reporting effortless
Other
Other
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