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TXN Vault

iPhone / iPad
  • Business
  • Finance
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Change the way you source and close investments.

TXN Vault is a deal sourcing and execution management platform built for investment professionals by investment professionals. It's time to stop tracking deal multiples and deal processes in Excel. TXN Vault allows you to store historical deal information and track potential investments with easy access from any device.

Deal CRM
TXN Vault goes beyond a typical Customer Relationship Management platform by tailoring its functionality specifically to the investment industry. TXN Vault is built to help you structure data, find great companies and close more deals.

Deal Pipeline
Lots of activity in the pipeline? Visualize your entire firm's pipeline with TXN Vault or drill down to a specific deal team to keep track of a deal's progress through the stages of execution.

Deal Trackers
Track the end-to-end deal flow process with TXN Vault's Deal Trackers. The Deal Trackers functionality allows you to take internal deal communication out of your inbox and compiles it into an organized structure aligned by deal. Manage tasks assigned to each member of your deal team every step of the process.

iOS Integrations
This app can integrate with your iOS Mail Accounts to send emails directly to TXN Vault contacts, with your iOS Contacts to export your TXN Vault rolodex and with your iOS Calendars to sync with your TXN Vault events and to set calendar alerts on your handheld device to remind you of crucial meetings.