DEAL CRM
The deal-winning CRM for private capital
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.
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.
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
Monday deal meetings, made easy
Originate. Source. Win.
Your dedicated deal platform
- Searchlight Capital | Logo | Magna Pages
- MML Logo
- Mayfair Equity Partners | Logo | Magna Pages
- Limerston Capital Logo
- Alcuin Capital Partners Logo
- Keyhaven Capital logo B&W
- Trilantic Europe logo B&W
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.
Deal CRM is built for deal teams to support the entire deal lifecycle. It includes automated deal flow tracking, integrated relationship intelligence that syncs with Outlook and calendars, and AI-powered research tools to vet investment opportunities faster.
LP CRM is designed for the Investor Relations teams and senior partners to manage the fundraising flywheel. It tracks the fundraising pipeline and integrates live economic data from Carta (such as IRR, TVPI, and DPI) directly into the CRM, providing a single source of truth for investor interactions and fund performance.
Yes you can, fill in the demo form and a Carta expert will contact you.
Deal CRM is purpose-built for private equity workflows. It’s ready to use out-of-the box with no expensive or time consuming custom development to be industry-relevant and features automated data enrichment that specifically tracks bankers, advisors, and thematic sourcing.
Deal CRM offers a modern, spreadsheet-style interface that mimics Excel for higher user adoption and a significantly faster onboarding time—typically under three weeks. We also use a novel stack of native API integrations and LLMs to analyze target companies and remove hallucinations or factual errors. It allows firms to leverage the cognitive power of an LLM while also ensuring that the facts are correct.
See Deal CRM in action
