We help our clients better manage their investments and funds management activities.
Centralize all contacts in a shared database and manage your business efficiently.
Efficiently track all data entry through to reporting.
Track the entire fund life cycle and centralize investor information.
Optimize the use of data, customize and generate reports in a secure way.
Capital Venture software provides dedicated portals to help you better communicate and share with your partners.
For each client need and according to its sector of activity, Capital venture adapts its vision to better accompany you.
Capital Venture is used by several major players in the investment and banking industry in France.
Mérieux Equity Partners has been using the Capital Venture ERP since 2019. The tool has allowed us to secure and automate several of our business processes but also to digitalize our communication with our investors through the extranet.
The Capital Venture solution allows us to meet the needs of both the investment teams and the operations department. This was a fundamental aspect for us when choosing the tool in order to be able to generate users acceptance.
The ERP implementation project was built by business bricks, so that we could split our workload over several months, which was crucial for a structure of our size.We are very pleased with our day-to-day exchanges with Klee's engineering teams, their responsiveness to address our needs is exemplary.
Today, Klee Group is our one-step shop for all our automation/digitalization needs related to our core business.
We chose Capital Venture as a modern and customizable tool to support the growth of our management company and to efficiently exploit our data, the result of a 50 years’ experience in Venture Capital.The "full web" platform allows us an easy access, a great user-friendliness, an ability to adapt and evolve but also to share with our investors easily and safely.
The Capital Venture team helped us with the data integration, the software settings and continues to assist us daily in order to produce the best possible information.
This challenging and structuring project for our team is a real collective success !