System
Overview

YOUR DASHBOARD

EVERYTHING YOU NEED, AVAILABLE TO YOU WHENEVER YOU WANT IT, WHEREVER YOU ARE

The home screen of your private investment firm management system not only provides you quick and easy access to all of the tools you need to organize, manage and lead your business but provides you the key metrics for each of your core processes.

Key Features

  • Direct access to every one of your investment system modules and tools
  • Key metrics for each of your core processes (e.g., # of deals in the pipeline, number of deals in underwriting, etc.)
  • Quick Search function to take you right to any person, company or deal

System
Overview

YOUR CONTACTS

We know you have a contact management system but is it integrated into your investment firm management system? Does it note who is involved in each of your prospects or companies? Does it help you track who has brought you what without you having to exert duplicative effort? Your Dealdrive system does this and more...

Key Features

  • Made for tablet/laptop devices - stop using multiple systems!
  • Know who brought you what
  • Link your contacts based upon a deal or a firm or an event
  • Let our system import the linkedIn pictures and bios for your contacts to better help you put names and faces together
  • Use stand-alone or integrate it with Microsoft Outlook/Exchange and/or Salesforce and/or Google

System
Overview

YOUR INVESTMENT
PIPELINE

Our investment pipeline tool is the most INTUITIVE and EFFICIENT prospective investment tracking tool on the market.

Key Features

  • Designed to work extraordinarily well on tablet devices - leave the paper behind for your weekly meetings!
  • View your firm's pipeline for deals in a matter of seconds
  • Drill into the details on each prospective investment opportunity
  • Track each deal as it flows through the closing process
  • Be on the same page with your colleagues regarding each opportunity
  • Know what next steps/to-do items are to be taken with each prospect
  • Run reports that outline the source, deal team, type, time to close, industry sector in a moment's notice
  • Provide transparency to your LPs on the dealsourcing process

System
Overview

YOUR DILIGENCE
MANAGER

Your diligence manager codifies your unique approach to running a diligence process and automates and tracks each component of your diligence process, allowing you to concentrate on finding critical risk ISSUES, make sure nothing is missed in due diligence, and get the RIGHT deal done.

Key Features

  • Designed to work extraordinarily well on tablet devices
  • View where each deal is in your diligence process - we have already created tiles for each of the obvious categories but you can add and delete tiles or change the nomenclature - its your due diligence system!
  • Heat map based tiles give you an instant picture of where each of your core diligence items are in your process and if there are any issues or red flags on a category by category basis and then just click on any tile and you can drill into as much detail as your firm needs to complete the associated process
  • Collaborate with your investment team members and due diligence advisors (accountants, attorneys) on important diligence matters in a secure, central repository

System
Overview

YOUR COMPANY
MONITOR

Making portfolio company monitoring EASIER and more ENJOYABLE for investment professionals and corporate executives alike, companymonitor is the most USEFUL mobile software application (viewable on any computer, laptop, or ipad/tablet device) for sharing information and monitoring portfolio company performance.

Key Features

  • Made for tablet/laptop devices - leave those printed board reports behind!
  • Know what's going on in each company without having to make a phone call or send an e-mail on current status
  • Manage key metrics for each portfolio company instantaneously
  • Drill down to a detail level on each metric
  • Collaborate with colleagues
  • Keep files in a central location, where your executives and team members can access all key data documents-board reports, weekly reporting reports, etc.

System
Overview

YOUR CALENDAR

Is your calendar integrated with the rest of your investment firm management system? Does it show your to do's and what is due to you by dates owed? Does it automatically show all of your up and coming board meetings? Is it available to your colleagues and is their calendar available to you? If not, you will love your new calendar application. It's just another one of those simple tools that just makes our lives so much easier.

Key Features

  • Made for tablet/laptop devices - of course
  • Use stand-alone or integrate it with Microsoft Outlook/Exchange and/or Salesforce
  • Simple, intuitive and elegant.

System
Overview

YOUR TO-DO'S

Having trouble remembering whom you asked to do what or by when it was due? Everyone does. Especially in the private investment business. Wouldn't it be great if you had a to-do system that gave you an up to the minute picture of who is doing what and by when it is due, what is owed to you and what is owed by you? And wouldn't it be great if it was integrated with your pipeline and diligence and company monitoring and calendar applications? Of course you do. That is why this is one of our favorite tools. It just makes our lives so much easier.

Key Features

  • Made for tablet/laptop devices - have we already suggested to stop using multiple systems?!
  • Stay on top of who is doing what, who it is owed to, and when it is due
  • Stay on top of which resources are stretched and which resources have capacity
  • Use stand-alone or integrate-it with Microsoft Outlook/Exchange and/or Salesforce

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About Us
Vision

Dealdrive was founded by two senior private equity investors with extensive investment experience and specific domain experience within the technology arena including cloud services, workflow process enhancement, business intelligence and data management and security. Based upon their own experiences, the founders knew that today's software technologies had advanced to the point where the time had come for someone to build an end-to-end deal management system designed specifically for day-to-day use by investment professionals - a true corner office versus back office application. Big picture they knew it had to unquestionably do three things:

  1. Make their client's businesses stronger so that the ROI was a no-brainer
  2. Make it super easy to use so it clearly made their client's lives easier
  3. Give it an elegant interface so that it easily met the sophisticated tastes of their target market clients

Meet Our
Senior Team

Daniel Nenadovic
Co-Founder & Chief Executive Officer
Daniel Nenadovic has over 15 years of experience investing and managing software companies in the business intelligence, financial technology, storage management, and security and authentication arenas. Daniel was previously a Partner and Shareholder at the Comvest Group, where he focused on the identification, diligence, and management of investments for its various debt and equity funds. He also served on the investment committees of its various funds. During Daniel's tenure, the Comvest Group increased its management fee-paying assets from zero to $1.4 billion and grew to 40+ employees. Prior to Comvest, he was employed at Platinum, and prior thereto at Allen & Company. Daniel graduated cum laude from the Stern School of Business at New York University, with dual Bachelors Degrees in Finance and International Business.
Rob Toomey
Board Member
Rob Toomey is President of TypeCoach, LLC, an online learning platform delivering practical applications of personality type principles. TypeCoach programs have been used by more than 10,000 people worldwide. Rob has also worked directly with more than 8,000 executives, leaders and salespeople providing insights into communication, influence, negotiation, self-development, business strategy and entrepreneurship. In a prior professional life, Rob was a corporate attorney in Boston for five years with Testa, Hurwitz & Thibeault LLP and then Weil, Gotshal & Manges LLP. He received a B.A. from Trinity College in Hartford, CT and holds a J.D. from Boston University School of Law.
Our Beliefs

Turn Data into Knowledge

Great workflow tools turn data into knowledge, knowledge into insight, and insight into performance enhancing action.

"The Soul Never Thinks Without an Image" - Aristotle

Great workflow tools connect users intellectually and emotionally

Always Utilize Industry Best Practices

Great workflow tools are best-practice based

Focus, Focus, Focus

Great workflow tools focus on the 20-30% of the activities that generate 80-95% of the value

Simplify

Great workflow tools are simple, elegant and intuitive

Maximize Efficiency

Great workflow tools enhance the productivity, efficiency, leadership and decision-making abilities of everyone they touch

Time is Everything

Great workflow tools not only make your business stronger but your life easier

About You

We are focused on giving you an end-to-end, best-practice based, private investment firm management system comprised of an integrated collection of every one of the key tools you need to excel at leading and running your investment firm on a day to day basis.

  • Get everyone genuinely and consistently on the same page
  • Elevate discipline and accountability and then divide and conquer with speed and confidence
  • Stay on top of what's done and needs to be done and who is doing what and when it is due
  • Increase your firm's Results / Effort Ratio by minimizing the low, wasted or negative gain activities
  • Stop using a patchwork of software applications and folders to oversee your key activities - document, organize and manage everything that is important using just one simple, intuitive and elegant system that you can access 24/7 on your tablet, your laptop or your desktop
  • See the Big Picture and have access to all the Detail
  • Turn data into knowledge, knowledge into insight, and insight into performance enhancing action
  • Do more of what makes you great and what you enjoy

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