This platform is great because it provides you a complete view of the process that you have undertaken in terms of funding, monitoring, returns and so on. You can even use the CRM tool and connect with other companies. It has helped us tremendously! We managed to obtain financing with the help of the platform. It is very convenient to access data about investors and projects, to monitor the status of projects, to compare projects and to manage the flow of funds. I would like this software if they could integrate with more than one accounting software (i.e., Sage 50) as there is currently only an integration with Quickbooks Online which makes accessing reports cumbersome. Also, if possible, create some sort of project management dashboard where users can set deadlines, budgets, etc.
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