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Hi all, new to Home, but not new to software dev and deploying this exact kind of tool to help companies scale — it's been my whole career really. 1. What's the real key differentiator between the crm module and any other crm (streak and Pipedrive for example) and VC focused crms (affinity, and 4degrees) 2. O365 compatible? 3. The fund admin piece, compare contrast that to fund admin like Gryphon (who I love and use currently) plus as their digital platform. 4. Deal memo — is it easy to share outside your organization?
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Our platform is built from first principles to support VC use cases only, with a focus on outreach and marketing as the #1 use case. We have tested all emails, automations, and workflows with hundreds of LPs. While Affinity and 4Degrees are great relationship intelligence tools, they are not affordable for small funds and are sub-optimal for managing investments, connectors, and team members. We will cover Fund Admin closer to closing, but we have rebuilt the agreements and service from first principles. Flow is an awesome tool for SPVs, but not purpose-built for Enduring VC firms. Gryphone is a boutique fund-admin shop, but you still need a lawyer to use them. You can turn documents into PDFs and host them in a folder in the data room with open sharing permissions, and build a drip to follow up with those who viewed it.
1 reply
Our platform is built from first principles to support VC use cases only, with a focus on outreach and marketing as the #1 use case. We have tested all emails, automations, and workflows with hundreds of LPs. While Affinity and 4Degrees are great relationship intelligence tools, they are not affordable for small funds and are sub-optimal for managing investments, connectors, and team members. We will cover Fund Admin closer to closing, but we have rebuilt the agreements and service from first principles. Flow is an awesome tool for SPVs, but not purpose-built for Enduring VC firms. Gryphone is a boutique fund-admin shop, but you still need a lawyer to use them. You can turn documents into PDFs and host them in a folder in the data room with open sharing permissions, and build a drip to follow up with those who viewed it.

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