Need a CRM for venture capital (to manage investors and startups)

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Hi all, thanks in advance for any references to check out. Small-scale VC, but growing.

Need a tool that:

  • Is relatively easy to use for wider team
  • Manages personalised comms for investor network — compliance/financial (integrating into a portal may be our move)
  • Manages personalised comms for our portfolio of companies
  • Broad public-facing comms (brand-level)
  • Robust segmentation — ensuring we don't double ping if people are on multiple lists
  • Sophisticated comms, cross channel (email, whatsapp, text) that are very visible and customizable
  • Automation — for lead-gen, content marketing, events, etc. (zapier, typeform, etc.)

submitted by /u/fr1d4
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