Private Equity CRM
The Private Equity CRM
Drive proprietary deal flow, and cut time on data entry.
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, or shoehorning your investing workflows into spreadsheets and sales pipelines.
Supporting exceptional Private Equity 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, brokers, venture capital firms and other key deal sources – with recurring reminders to make sure you engage.
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.
Your deal flow pipeline, visualized your way
Your deal pipeline, visualized your way – customize it with the stages and information that matches how you work.
Save time on data entry – we enrich company records with critical information (descriptions, locations, prior interactions, funding history), so you spend your time on what matters.
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 to visit in the destination city.
We track all your prior conversations with limited partners, documents you've exchanged, and where things stand so that you are always perceived professionally.
Instantly know where your deals come from
Auto-generated reports sent to you for your Monday meetings - so you can identify your best deal origination activities and monitor portfolio company performance.
Access key documents where ever you are - our document management capabilities are with you on your mobile device, in your inbox, or on the web.
Quickly identify industry and functional experts in your network to help you conduct high quality due diligence.
Getting started with our Private Equity CRM is simple:
We integrate with, or upload data from, the tools and services you already use:
- Microsoft Outlook & Gmail
- Excel (via data upload)
- And 1000+ other tools via Zapier
Already have a CRM platform? We also integrate with select CRM systems to provide relationship intelligence alongside them. Integration partners include:
- Salesforce (and Salesforce variants like Navatar)
- Other CRM solutions (via Zapier)