One platform to rule them all

The CRM for Incubators, Accelerators, and Early-Stage Investors

Metabeta's CRM and portfolio management software helps you manage your deals, investments, mentors, and network in one place.

How Metabeta works

Full investment lifecycle platform

For startups

Apply to accelerators and investment, then get the most out of the relationship. Track your key metrics, send investor and internal updates, and leverage your network.

For incubators & accelerators

Manage all your activity in one place—applications, founders, mentors, judges, investors. Keep track of your portfolio startups across cohorts, using metrics and reports.

For early-stage investors

Manage your dealflow and diligence process, involving external partners. Then track in real-time your portfolio startups' essential metrics and quarterly updates

Key features

Dealflow CRM. Portfolio reporting. And more.

Dealflow pipeline

See all incoming deals (including drafts) in one pipeline per program/fund, accessible to all your team.

Multiple workspaces

Have separate workspaces for each program or fund, then see the big picture in your organization's workspace.

Team access

Manage who has access to your organization workspaces, by adding members as managers or regular staff.

Data room In Beta

Share files securely with your staff and each startup, fully integrated with Google Drive and Dropbox.

Diligence checklists Coming soon

Define checklists for the diligence process and track each deal through the process more easily.

External diligence

Get external expertise by inviting anyone outside your organization to access and review individual deals.

Deal messaging

Keep all relevant communication related to deals in one place, and notify everyone of new messages.

Metrics tracking In Beta

Define metrics at portfolio or program level, then see real-time updates from your portfolio startups.

Startup updates Just launched!

Configure the reporting templates and frequency to get periodic updates from your portfolio startups.

Mentor matching

Allow mentors and founders to see each other's profiles and manage all the matching requests in one place.

Session scheduling

Both mentors and startups can schedule mentoring sessions, get reminders, and keep meeting notes and agendas.

Mentor rating

Get feedback and rating for each mentoring session, then see the average ratings for each mentor or startup.