Stay a Touch Ahead with EquityTouch

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Superior Fast Searching

One of the many ways EquityTouch distinguishes itself from other CRM products is its superior searching capabilities.

Virtual Users and Delegates

You have the option to delegate another user to “act” as you, enabling others to easily enter information in your behalf.

Company and Person Groups

Groups enable EquityTouch users to group companies or People together that have no common data reference and display these records together in a search view.

The SaaS Deal Sourcing CRM Solution

Your best venture capital, private equity or alternative asset deals happen through personal contacts. Someone remembers something that someone said — perhaps over the phone, at a lunch or in an email. You won because you are one personal contact better than the competition — a Touch Ahead. Hundreds of these Touches occur every day all across your organization. So, where do you see the opportunities? How do you manage the connections? How do you make each Touch count?
With EquityTouch from Touch Ahead Software. It’s the CRM solution built from the ground up specifically for the venture capital, private equity and alternative asset community. EquityTouch is super fast, easily customized and shows the big picture surrounding every Touch in every deal. And because EquityTouch is web-based, you don’t have to support it. It supports you. Your “personal Touch" inventory is a huge asset you can leverage throughout the deal cycle. So why wait?

EquityTouch Key Features

Superior Fast Searching

One of the many ways EquityTouch distinguishes itself from other CRM products is its superior searching capabilities. In this feature video, EquityTouch demonstrates its impressive ability to navigate through hundreds of thousands of records in seconds. EquityTouch Search

Shared Groups and Saved Searches

With saved and shared groups and searches, EquityTouch offers useful ways to track your evolving data, keeping you and your team up-to-date on all collaborative efforts. EquityTouch Shared Groups and Saved Searches

Intelligent Relationship Management

Understanding how different people from different organizations relate to one another can be a challenge. EquityTouch tracks these complex relationships with intelligence, giving you the complete picture and showing you how everyone is connected. EquityTouch Search

Integrated with Microsoft Outlook

Email, calendars, and contacts created in either application — EquityTouch or Outlook — can be quickly and securely transferred to the other. This saves time, avoids redundancy, reduces data entry and eliminates potential errors. EquityTouch Integrated with Outlook Exchange

"Fly-Out" Touch View

Investment professionals love to multitask. EquityTouch lets you search, view and update a company or contact information while you create another Touch. EquityTouch Fly-Out Touch View

Statistics

Track who is contacting whom, how, how often, and with what results. Statistics are updated dynamically. Touches are sorted by type and linked to the dynamic data results. EquityTouch Search

Drag and Drop Customization

Change screen layouts directly within the browser window without painful configuration settings or opening a new window. EquityTouch Drag and Drop

Web Service Integration

Avoid data entry and save time by importing data directly into EquityTouch from CrunchBase, Dow Jones, Bureau van Dijk (BVD), and AngelList. Get current information on companies and people from LinkedIn, Twitter and facebook profiles. Search Google, Yahoo Finance and RSS News with a single Touch! EquityTouch Web Tools  

Virtual Users and Delegates

You have the option to delegate another user to “act” as you, enabling others to easily enter information in your behalf. EquityTouch Virtual Users and Delegates

Recent Touch AheadNews & Articles

Box: Let’s Take A Closer Look

The cloud computing industry has gained quite a bit of traction within the past year alone, with many companies launching and existing companies going public. Some of the most well-known companies within the industry are Microsoft, Google, Amazon, Dropbox and Box. Out of the above mentioned companies there is one …

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A Smarter Incubator: How Harvard based iLabs can provide the equation for success.

To allow anything to grow, sometimes all that is needed is space; In November of 2011, that was what Harvard Innovation Labs (iLabs) hoped to accomplish. The organizers of iLabs believed that giving space to a startup to work in, allowed them the time needed to “hatch and ultimately scale” …

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