For Investment Firms
Stop Losing Deals to Process
Every deal tracked. Every diligence task assigned. Every IC decision documented — automatically, systematically.
0%
faster diligence
0%
pipeline visibility
0x
faster IC prep
The Challenge
Sound familiar?
Investment firms face these operational challenges every day.
Deals fall through the cracks
Opportunities lost because no one tracked follow-up or next steps
Diligence takes forever
Manual checklists and scattered docs slow deal progression
IC meetings are chaotic
Last-minute memo prep and unclear voting records
Portfolio visibility is limited
Distributions, LP reporting, and monitoring are reactive
The Solution
How Truvo Solves It
Every problem has a solution. Here's how we fix each one.
Lost deals
Centralized pipeline tracking
Manual intake
Automated deal capture
Slow screening
Instant criteria matching
Doc chaos
Structured diligence rooms
IC friction
Templated memo workflows
Voting gaps
Recorded decisions
LP delays
Automated reporting
Manual calcs
Distribution automation
The Transformation
Your Deal Process, Transformed
See how Truvo changes daily operations for investment teams.
Deal Sourcing
Opportunities arrive via email, calls, broker contacts. Many never get logged.
Every deal captured, tagged by source, and routed for initial screening automatically.
Due Diligence
Checklists in spreadsheets. Documents scattered across drives. Unclear task ownership.
Stage-gated diligence with assigned tasks, centralized docs, and automated follow-ups.
IC Process
Memos assembled last minute. Meetings run long. Decisions undocumented.
Structured memo templates, scheduled meetings, recorded votes, and clear next steps.
“We went from losing deals to spreadsheet chaos to closing 40% faster. IC prep that took days now takes hours. Every deal has a clear path from sourcing to close.”
Managing Partner
Real Estate Investment Firm
Integrations
Works With Your Tools
Connects to the systems investment teams already use.
Ready to systematize your deal process?
See how Truvo can transform your investment operations.