DEAL CRM

The deal-winning CRM for private capital

Level up your firm’s relationship intelligence with a centralized hub built for faster, smarter deals.

Key benefits

01

Organize without manual entry

Centralize every company, contact, and conversation in one intelligent system

• Track interactions
  Sync email and calendar activity automatically.

• Get the full context on every deal
  See notes, stakeholders, and history in one place.

• Data on the go
  Pull up deal context in seconds with the mobile app.

02

Accelerate deal sourcing

Find the right companies faster. AI-powered research and a context-aware assistant surface history, relationships, and next steps from one hub.

• Market discovery in minutes
  Comprehensive company research without leaving your CRM.

• Assistance at your fingertips
  Get fast answers with a context-aware AI agent.

• Identify your strongest relationship
  Relationship maps reveal paths into a deal.

03

Track deal execution

Execute deals with precision and rigor. Customize pipelines and reporting in a spreadsheet-style workspace with real-time visibility.

• Customize deal pipelines
  Model stages your way, across multiple deals.

• Real-time reporting
  Generate reports instantly as data changes.

• Stay aligned on execution
  Automatic updates show who is doing what, when.

Turn investor tracking into AI-powered predictive engagement.

Finally, a CRM that deal teams want to use

Auto-capture key deal context so the CRM isn’t extra work, it’s where work happens.

Relationship clarity, not data entry

Keep the CRM current without the busywork. Capture relationship context as you go, so your time goes into outreach and decisions, not manual updates.

Monday deal meetings, made easy

Replace “what’s the latest?” with a shared view everyone trusts. Real-time updates keep pipeline, notes, and next steps ready before the first meeting of the week.

Originate. Source. Win.

Find and nurture the right advisers in your target sector and ensure a robust cadence of follow-up and reach-outs to keep your deal flow pipeline in top form.

Your dedicated deal platform

Contacts, pipeline, notes, and research tied together for every member of your deal team.

Deal CRM has significantly improved our origination and deal tracking motion. Its impact on our fund cannot be underestimated.

FAQs

You have questions, we have resources and answers.

What is the difference between Deal CRM and LP CRM?

Can I purchase Deal CRM as a stand-alone?

How does Deal CRM compare to general CRMs?

How does Deal CRM compare to other specialized CRMs?

See Deal CRM in action

Request a demo to see how your team can centralize deal flow, accelerate origination, and turn relationship data into actionable intelligence.