Hey all -

My VC firm has been using Altvia (which sits on top of Salesforce) for CRM, deal flow, fundraising, and investment tracking, and honestly it’s been kind of a pain — super powerful, but way too heavy for how we actually work as a small VC team.

Thinking about switching to something better and wanted to see what other firms are using. What CRM setups have you found actually work well for VC (deal flow + fundraising + investment tracking).

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My old VC shop (just a few part timers and one GP) didn’t use anything. Email and Slack to communicate.

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