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Venture Capital

Sophisticated investors in this high-risk industry want to know their investments in start-up companies have a high probability of success. Venture capital firms are constantly challenged to identify ideal investors, hit fundraising goals, invest in the best deals and manage portfolios while maintaining strong investor relationships. From locating start-up technology companies with high growth potential that require seed capital to strengthening relationships with companies engaged in their first IPO, contacts and relationships are critical at all stages of development.

Venture capital companies may manage relationships with hundreds of target companies, spreading their risk to earn and maintain investor trust. CRM is essential for venture capital firms to build and manage their extensive networks and relationships, and to communicate effectively with business partners and other accelerators, startups, investors and media representatives.

CRM, CRM Data Cleansing and eMarketing Solutions for Venture Capital Firms

CLIENTSFirst Consulting helps venture capital companies succeed with CRM. With more than 10 years’ experience serving Clients in a variety of industries, we can simplify the complexities of deploying and maintaining sophisticated CRM solutions to meet the unique business goals of venture capital firms.

To that end, our team delivers expert CRM consulting, data management services and resources as well as email marketing services. We support our clients from CRM system selection and rollout through integrations with other systems and ongoing user training. Our Data Quality Solutions team provides a variety of contact data transformation and data management services and resources—from contact database assessments and expert CRM data cleansing services to outsourced data stewards. Our eMarketing team offers an array of services to manage vital communications with connections.

At CLIENTSFirst, our goal is to help venture capital clients apply CRM and technology to leverage the data and people within their networks and effectively engage, close deals and generate revenue.


The CLIENTSFirst Consulting team has decades of experience helping organizations succeed with CRM. Whether you are in the initial stages of CRM selection, leading a new CRM initiative your firm or attempting to enhance the success of your current implementation, our CRM consulting solutions and services are designed to help you succeed.

Data Quality Solutions

Make no mistake: there is no “magic bullet” for data quality in terms of systems or technology.  Good data quality requires good people. Our trained team of US-based data quality professionals, CRM data stewards and data quality consultants can help you put a CRM data cleansing strategy and plan in place and execute it to help you improve data quality, while reducing costs – and headaches.


eMarketing is about more than just e-mail: it’s about automating communication processes to help enhance business development efforts and build lasting relationships with Clients. Our eMarketing consultants are familiar with all of the leading eMarketing and Marketing Automation software and systems. We can help you to choose the right technology, successfully implement and integrate the system, and put processes in place to increase ROI and achieve eMarketing results.

Client Intelligence

In the world of venture capital, a solid understanding of a client’s or prospect’s business and industry is essential to successful business development. But for venture capitalists, time is money, literally – and busy executives don’t always have the time to devote to the research and the thorough preparation it takes to gain a competitive edge. CLIENTSFirst’s Client Intelligence reports deliver the insights and information needed to win new business, build relationships with existing clients and make informed decisions. Beyond providing critical information about companies and industries, we help to identify issues and challenges that represent new opportunities for business development.

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