Deal flow management
Keep your startup relationships in one place.
Easily sort and segment your startups with smart reports, dashboards and visualizations.
Customizable funnel
Set up your pipeline in your desired form and optimize your workflow. Set required actions or configure time-based reminders for ultimate control.
Analysis
Our powerful dashboards help you to analyse your deal flow. You define which information you want see and we help you to gain the insights.
Drag and drop
Updating a companies progress is easy and intuitive, simply drag and drop its card to the desired stage and it will be updated for the entire team.
Your criteria
Set up your individual selection criteria and prioritize your deal flow according to your investment thesis. Everyone in your team can set his own criteria.
Workflow management
Integrations
CDF One seamlessly integrates with your existing tools. Whether it is E-Mail, Slack, CRMs or simply Excel, we cover your needs.
Excel
CRM
Jitsi
API
Relationships are your most powerful asset. Therefore we provide you with everything that is necessary to make the most out of them.
Direct video meetings
Sometimes it's not possible to meet in person. That's why we integrated video meetings into CDF One. Directly schedule your meeting from CDF One and never miss a deal.
Never miss a thing
Updating a companies progress is easy and intuitive. By using checklists, notes, attachments and reminders you will never miss anything important about your deal.
Smart scheduling and reminders
Forgetting to reply or follow up on an email can harm your reputation. Custom triggers and automatic reminders ensure you never drop the ball.
Centralised Emails
Every startup profile features any email your team has sent to them. Backed by a flexible permissions system, only you control which emails are visible.
GMail
Support
Do not worry about losing data.
We help you gaining even more insights about your deals when migrating to CDF One. We'll guide you through every step of the process, from initial consultation to team onboarding.
Data migration
Almost all our clients have migrated from another provider to CDF One. Our team is experienced in handling the different requirements and different legacy systems.
Dedicated success manager
As part of your subscription you'll have a dedicated success manager who will onboard your team and answer future support queries.
In-depth documentation
Sometimes you have a question but do not want to ask your success manager. We've detailed every part of the product and created extensive FAQs so you will always be able to help yourself.
“Thanks to CDF One we can now see the dealflow of many years of early-stage investing. ”
Dr. Robert Redweik
Entrepreneur & Co-Founder Munich Angels
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18%
higher work satisfaction due to less monkey work.
