Solutions · Investment firms
Your whole deal flow — from first introduction to the investment decision — on the record.
Introductions, teasers, diligence findings and LP conversations happen in email first. Correly captures them as deals, diligence reports and investor relationships, linked to the people and companies involved.
The problem
What gets lost today
Deal flow lives in inboxes
Which companies came in, from whom, and why they were passed on is hard to reconstruct.
Diligence is hard to trace
The key finding from a diligence call is in a thread nobody can find six months later.
LP relationships are informal
Investor conversations are not tracked systematically across the team.
How Correly helps
What you get
Deals recognised automatically
Target companies, rounds, valuations and our ticket are picked up from mail as draft deal records.
Deal-flow history
The complete record of each opportunity, from first contact to the decision.
Expert and co-investor network
A relationship graph of the people and firms around each sector.
LP communication history
Every commitment and conversation with each limited partner.
Template
Objects ready on day one
Applied in one click; every object and field can be changed afterwards.
Deal
company · stage · sector · round · valuation · ticket · lead
Fund
vintage · size · strategy
LP
investor · fund · commitment · status
DD report
deal · type · provider · status
Ask
Questions your team can ask
Which deals did we see in logistics this year, and who introduced them?
Open diligence items on the Atlas deal
When did we last speak with each LP?
See Correly for investment firms
See Correly on realistic sample data in 30 minutes — or on a sample of your own mail, if you prefer.