Private Equity CRM
The Private Equity CRM To
Drive Proprietary Deal Flow, and Close More Investments.
Built by ex-investors, our private equity CRM streamlines your origination, due diligence, and deal life-cycle.
Stop wasting hours each week on manual data entry and shoehorning your investing workflows into spreadsheets and transactional CRM platforms.
Supporting Exceptional PE Firms, Globally.
A Private Equity CRM, Built From the Ground up For Private Equity Firms
Relationship Management to Drive Deal Flow
Don’t lose touch with bankers, fund managers, venture capital firms, and other key deal sources – with recurring reminders to make sure you engage and stay top-of-mind.
Originate and close more deals by leveraging your team’s network to find your best path into a company via warm introduction with our relationship strength scoring algorithm.
Your Deal Pipeline, Visualized Your Way
Customize your deal flow pipeline to fit the stages of your firm’s unique dealmaking processes and workflows.
Track progress and manage your pipeline from sourcing to completion in a single view, allowing you to drill down and know the status of every deal with just one click.
Save time on data entry– we automate this by auto-enriching company and contact information (descriptions, locations, funding history) and tracking all historical interactions with your network.
Mine Your Network for Business Development and Origination
Instantly determine your best path into a company with our relationship strength detection.
Make the most of your travel - we detect upcoming trips and send you a list of deal sources or limited partners to visit in the destination city.
Instantly Know Where Your Deals Come From
Visualize key metrics in real-time with customizable dashboards and quickly generate reports for Monday meetings to identify your best deal origination activities and monitor portfolio company performance.
Access important documents wherever you are - our document management capabilities are with you on your mobile device, in your inbox, or on the web.
Getting Started With our Private Equity CRM is Simple:
Already have a CRM platform?
We also integrate with select customer relationship management (CRM systems) to provide relationship intelligence alongside them. Integration partners include:
- Salesforce (and Salesforce variants like Navatar)
- Other CRM software (via Zapier)