# DEAL CRM

## The deal-winning CRM for private capital

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

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## Key benefits

### 01 Organise without manual entry

Centralise 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. Customise pipelines and reporting in a spreadsheet-style workspace with real-time visibility.

- Customise 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.

## FAQs

### 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 specialised CRMs?

## See Deal CRM in action

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

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