Investment pipeline
Discover new opportunities and manage your dealflow
Monitor and improve your decision-making
- Track your candidates and compares their future valuations against your ratings, whether you invested or not
Accelerate basic research
- Clip web pages straight to Xenapto
- Auto-discovers company and person details (relationship, contact details or previous funding rounds).
- Forward emails to your contact database and we will match them to the right contact for you.
Progressively refine your longlist down to a shortlist
- Like The X Factor for dealflow
- Get ratings from your colleagues and trusted advisors
Generate a Proposal For Investment
- Fully analysed & supported by relevant data
- Add your investment rationale and you've got a document to take to an Investment Committee
Manage due diligence and deal closing
- Dashboard for all your Xenapto Capital Raise memberships
- Manage deal documents from one place
- Securely notify your intent to participate
Track your success rate over time
- Compare with your shadow portfolios (Shortlisted companies you didn't back, Deals you would've if you could've)
Portfolio management
Effectively communicate with your investments and keep track of their performance
Comprehensive holdings dashboard
- Show holdings by legal entity, share class, date invested, portfolio weight
- Sort by value, absolute gain, % gain
Make an exit plan for each investment
- Set a target ROI
- Track valuation events for this company and its peers
Define your ideal portfolio and compare with your actual holdings
- Set Buy/Sell/Hold for each portfolio company
- Plan future investments to align your portfolio
Capital planning
Plan your capital commitments and ensure you have capital when you need it
Match capital availability with your opportunity calendar
- Add known future liquidity events
- Plan your own capital raises
- Integrates Xenapto Capital Raise with Xenapto Investment Pipeline
Raising capital
Manage your own fund raising or help a portfolio company's capital raise
- A comprehensive tool for proactively managing your capital raise or running one on behalf of a portfolio company
- Track interactions with all your prospective investors
- Drive prospects towards closing
- Team-based so tasks can be shared
- Track who introduced each prospective investor
- For institutional investors, track meetings with individuals and aggregate automatically to their company