Deal Flow Management Software

Built for deal-driven teams.

Ditch the jumble of excel spreadsheets and sales CRMs. Our private equity CRM streamlines your origination, due diligence, and deal life-cycle.

Supporting exceptional deal-driven firms, globally.

"It's easy to use, it's intuitive, and it's more affordable than other options."

Built from the ground up for deal teams.

Tailored for the sourcing, relationship and pipeline management activities that drive your business.

As mobile as you are

Search your network and manage your transactions while traveling with our IOS and Android apps.

Eliminate data entry

Automatically sync contacts, emails, and meetings with our integrations for Outlook and Gmail in real-time.

Built for your workflow

Mine your network for introductions to customers, talent, business development partners, and investors for the next round.

Our software solution helps venture capital, investment banking, real estate, M&A, and private equity firms all over the world manage their portfolio companies, investment opportunities and general deal management functions.

Save hours of manual effort every week – we auto-enrich company and contact information in real-time, and automatically track your historical interactions with them.

Getting started is simple:

We integrate with, or upload data from, the tools and services you already use:

  • Microsoft Outlook & Gmail
  • Dropbox
  • Excel (via data upload)
  • And 1000+ other tools via Zapier

Already have a CRM system? We also integrate with select CRM software to provide relationship intelligence alongside them. Integration partners include:

  • Salesforce (and Salesforce variants like Navatar)
  • Hubspot
  • Other CRM solutions (via Zapier)

Level up your productivity