This task can be performed using DashLabs
The go-to place for VCs to kickstart CRM reporting
Best product for this task

DashLabs
analytics
DashLabs is the go-to place for VCs to kickstart CRM reporting. VC Platform and Operation teams use it to go from lack of reporting ideas to investor-ready dashboards in minutes. DashLabs offers the largest CRM reporting library with more than a century of reporting best practices leading VCs trust to successfully run and improve their operations. Sign up and solve your teams CRM reporting for Dealflow, LP-Tracking, Portfolio Support, Relationship Management and many more…

What to expect from an ideal product
- Tracks all deals in a centralized dashboard with real-time updates and status changes
- Creates professional LP reports using pre-built templates trusted by top venture firms
- Manages investor relationships and communications through customizable CRM features
- Monitors portfolio company performance metrics and support activities in one place
- Streamlines dealflow pipeline by organizing leads, meetings, and follow-ups systematically