Deal Sourcing
Source the right deals faster
Identify and get into opportunities faster with relationship intelligence and enriched company data
Build your network to create deals
Manual data entry and scattered information lead to missed investment opportunities. Automatically capture and enrich every interaction to build a comprehensive view of potential deals.
Capture every touchpoint
Automatically track all emails, meetings, and interactions to build a complete historical record.
Access your firm's collective network
View relationship strengths and connection paths across your entire team’s network.
Enrich every startup and contact record
Make decisions with fresh insights from 40+ premium sources on company growth, funding, and performance.
Filter and prioritize opportunities
Evaluating deals across multiple sources creates inefficient workflows. Create targeted lists and access deal insights wherever you work to assess opportunities quickly.
Build targeted deal lists
Create custom lists with defined criteria to standardize evaluation across teams.
Streamline qualification
Filter and segment opportunities based on your investment criteria and relationship data.
Access insights anywhere
Evaluate opportunities directly from your inbox and browser with extensions for Chrome and Outlook, or on the go with the Techvex mobile app.
Turn insights into action
Uncoordinated outreach leads to missed opportunities and duplicated efforts. Use relationship intelligence to engage the right companies at the right time.
Find warm introduction paths
Identify the strongest connection paths based on actual interaction history.
Coordinate team outreach
Keep teams aligned on conversations in real time to prevent duplicate outreach.
Track engagement over time
Monitor relationship development and interaction patterns to time follow-ups effectively.
Where to next?
What is relationship intelligence?
See how it’s gathered, and why it’s critical to relationship-driven dealmaking.
Reporting that drives deals
Analyze deal, relationship, and interaction data to uncover insights and optimizations faster.
The CRM in action
Discover how easy it is to quickly get started with the Techvex platform.
Enterprise-grade security
Learn about the comprehensive security frameworks that safeguard your firm’s data.
Accelerate deal discovery with intelligent automation
Learn how Techvex helps leading firms combine insights and automations to find and win the right deals faster.