Investor Features

Manage all of your deals from a centralized Deal List.

Using the Deal List, you can manage all of your deals from one page. You can clearly see all of your deals in seconds and take action as needed. Because hundreds of organizations are already using the Angelsoft platform, you can easily syndicate a deal to them without having to email anything; the deal will appear instantly in their "New" deals stage.

Customize your Deal Stage work-flow

You can create a customized work-flow by adding new Deal Stages to one of the main Stages: New, In Progress, Invested, Inactive.

Move deals through your work-flow

You can quickly move deals through your work-flow at the click of a button.

Refer and Co-invest deals

Angelsoft provides the unique ability to easily refer or co-invest deals to any of the 450+ groups on the Angelsoft platform, saving time and keeping a deal secure and confidential.

Deal Flow CRM