# 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.

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### 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.

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> 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.