Case Study: Oceans Ventures improves CRM data accuracy and deal analysis with Wing Assistant

A Wing Assistant Case Study

Oceans Ventures streamlines CRM data entry with Wing Assistant

Oceans Ventures, a New York-based venture capital firm, faced a challenge with the administrative burden of CRM data entry and enrichment. This time-consuming process was taking key personnel like the co-founder away from core operations. They turned to Wing Assistant and its CRM Data Entry Assistant service to offload these crucial but repetitive tasks.

Wing Assistant provided a dedicated assistant who was tasked with entering deal data, verifying key information, and enriching records with publicly available research. This solution resulted in a more organized CRM with better data accuracy, enabling more efficient pre-deal analysis for Oceans Ventures. The firm's team was freed to focus on operations and growth, with the co-founder explicitly noting that Wing Assistant helped them make decisions faster and narrow their deal funnel more effectively.


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