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
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.
See Deal CRM in action
