Stay a Touch Ahead with EquityTouch 
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Superior Fast Searching
One of the many ways EquityTouch distinguishes itself from other CRM products is its superior searching capabilities.Advanced Search Capabilities
Search for contacts using different criteria, broken down by several fields under company, location, financials, person, touch, and communication.Virtual Users and Delegates
You have the option to delegate another user to “act” as you, enabling others to easily enter information in your behalf.Saved Searches
With saved searches, EquityTouch offers useful ways to track your evolving data, keeping you and your team up-to-date on all collaborative efforts.Company and Person Groups
Groups enable EquityTouch users to group companies or People together that have no common data reference and display these records together in a search view.
The SaaS Deal Sourcing CRM Solution
Your best venture capital, private equity or alternative asset deals happen through personal contacts. Someone remembers something that someone said — perhaps over the phone, at a lunch or in an email. You won because you are one personal contact better than the competition — a Touch Ahead. Hundreds of these Touches occur every day all across your organization. So, where do you see the opportunities? How do you manage the connections? How do you make each Touch count?
With EquityTouch from Touch Ahead Software. It’s the CRM solution built from the ground up specifically for the venture capital, private equity and alternative asset community. EquityTouch is super fast, easily customized and shows the big picture surrounding every Touch in every deal. And because EquityTouch is web-based, you don’t have to support it. It supports you. Your “personal Touch" inventory is a huge asset you can leverage throughout the deal cycle. So why wait?
EquityTouch Key Features
Superior Fast Searching
One of the many ways EquityTouch distinguishes itself from other CRM products is its superior searching capabilities. In this feature video, EquityTouch demonstrates its impressive ability to navigate through hundreds of thousands of records in seconds.
Shared Groups and Saved Searches
With saved and shared groups and searches, EquityTouch offers useful ways to track your evolving data, keeping you and your team up-to-date on all collaborative efforts.
Intelligent Relationship Management
Understanding how different people from different organizations relate to one another can be a challenge. EquityTouch tracks these complex relationships with intelligence, giving you the complete picture and showing you how everyone is connected.
Integrated with Microsoft Outlook & Gmail
Email, calendars, and contacts created in either application — EquityTouch or Outlook/Gmail — can be quickly and securely transferred to the other. This saves time, avoids redundancy, reduces data entry and eliminates potential errors.
"Fly-Out" Touch View
Investment professionals love to multitask. EquityTouch lets you search, view and update a company or contact information while you create another Touch.
Statistics
Track who is contacting whom, how, how often, and with what results. Statistics are updated dynamically. Touches are sorted by type and linked to the dynamic data results.
Drag and Drop Customization
Change screen layouts directly within the browser window without painful configuration settings or opening a new window.
Web Service Integration
Avoid data entry and save time by importing data directly into EquityTouch from CrunchBase, Dow Jones, Bureau van Dijk (BVD), and AngelList. Get current information on companies and people from LinkedIn, Twitter and facebook profiles. Search Google, Yahoo Finance and RSS News with a single Touch!
Virtual Users and Delegates
You have the option to delegate another user to “act” as you, enabling others to easily enter information in your behalf.
