Buyside Fintech

Directory · Private markets and alternatives

Deal flow and CRM

32 products carry this category. Categories are tags, so several of these also appear elsewhere.

Deal flow and CRM products

32 PRODUCTS

4Degrees4DegreesAI relationship intelligence CRM for private-market deal and investor relationships, covering venture capital, private equity and M&A teams.Investor portals and CRM Deal flow and CRM AffinityAffinityRelationship intelligence CRM used by private equity, venture capital and family offices for investor and deal relationship management.Investor portals and CRM Deal flow and CRM Affinity CRMAffinityRelationship intelligence CRM for deal teams that auto-captures email and calendar activity, scores relationship strength and now ships an agent platform called Ascend.Deal flow and CRM Investor portals and CRM Allvue Pipeline ManagementAllvue SystemsDeal tracking and pipeline module within Allvue's platform for private equity, venture capital and credit managers.Deal flow and CRM Portfolio monitoring Investor portals and CRM AlternativeSoftAlternativeSoftFund selection and portfolio risk analytics for allocators, with style and factor analysis over a 500,000-plus fund universe.Risk analytics Portfolio monitoring Deal flow and CRM Altvia CRMAltviaCRM inside Altvia's GP engagement platform, covering deal sourcing, capital raising and LP relationship management alongside a VDR and LP portal.Deal flow and CRM LP portals Investor portals and CRM Altvia GP Engagement PlatformAltviaCRM, virtual data room and LP portal (ShareSecure) for fundraising, investor relations and deal teams at private capital firms.Investor portals and CRM LP portals Deal flow and CRM Altvia LP PortalAltviaVirtual data room and LP portal giving investors self-serve access to capital calls, distributions and quarterly updates; the portal is served from sharesecurely.com.LP portals Investor portals and CRM Deal flow and CRM AttioAttioCustomizable AI-native CRM with a dedicated deal flow use case, adopted by venture and investment teams as a lighter alternative to private markets CRMs.Deal flow and CRM LighthouseBCUBE Technology SaglAI-native CRM for venture investors that unifies sourcing, startup intelligence, relationship mapping and diligence in one system.Deal flow and CRM GrataDatasitePrivate company search and deal sourcing platform for the middle market; Datasite announced its acquisition of Grata on 3 June 2025 and is merging it with Sourcescrub.Deal flow and CRM Alternative data Reference data SourcescrubDatasiteDeal origination platform covering 17 million companies with conference and event tracking plus CRM enrichment; Datasite announced its acquisition on 8 August 2025.Deal flow and CRM Alternative data DealFabricDealFabricCRM with built-in AI agents for private equity, fund of funds, corporate venture, family offices and asset managers, covering sourcing through exit and investor relations.Deal flow and CRM Portfolio monitoring Investor portals and CRM DynamoDynamo SoftwareCloud platform covering fundraising and investor pipeline CRM, investor relations and an LP portal for alternative investment managers.Investor portals and CRM Deal flow and CRM Portfolio monitoring Dynamo Fund AdministrationDynamo SoftwareAlternatives platform whose fund administration and fund accounting sits alongside its deal CRM and investor relations modules.PE and VC fund administration Deal flow and CRM Investor portals and CRM+1Dynamo PlatformDynamo SoftwareAlternatives platform listed as a fund accounting and administration alternative for private equity managers; the vendor site blocked automated access so the detail is second-hand.Capital calls and waterfalls Deal flow and CRM Portfolio monitoring+1Edda DealflowEddaDeal flow module in Edda's venture capital and private equity suite alongside portfolio monitoring, CRM and an LP portal; used by 160+ investment firms.Deal flow and CRM Portfolio monitoring LP portals HarmonicHarmonicStartup discovery and sourcing engine with 30 million company profiles, founder and talent-movement alerts, and an AI research agent called Scout.Deal flow and CRM Alternative data DealCloudIntappDeal, relationship and pipeline management platform for private capital, investment banking and other professional firms, with Outlook activity capture and AI recommendations.Deal flow and CRM Investor portals and CRM Intapp DealCloudIntappSystem of record for LP relationships, fundraising pipelines and capital activity at private capital firms, alongside deal sourcing.Investor portals and CRM Deal flow and CRM InvenInvenAI deal sourcing platform covering 28 million companies, aimed at building target lists including off-market companies for private equity and M&A teams.Deal flow and CRM Alternative data InvestorFlow Investor ServicesInvestorFlowPrivate markets CRM and investor portal built on Salesforce; the Investor Services application handles LP reporting and relationship management.LP portals Investor portals and CRM Deal flow and CRM BackstopION GroupInvestor relations CRM plus a secure branded client reporting portal, sold alongside Backstop's research management and portfolio tools.Investor portals and CRM Research management Portfolio monitoring+1Backstop Research ManagementION GroupMulti-asset research and due diligence platform for allocators, fund managers and OCIOs, now sold as part of ION Analytics.Research management Investor portals and CRM Portfolio monitoring+1Juniper Square Investor Relations CRMJuniper SquareAI CRM for investor relations and fundraising pipeline inside a wider private markets fund operating system that also covers portals, data rooms and fund administration.Deal flow and CRM LP portals Investor portals and CRM+2MeridianMeridianAI CRM for private markets firms with a fundraising and investor relations module; raised a $7M seed round led by 645 Ventures.Investor portals and CRM Deal flow and CRM NavatarNavatar GroupCRM for private markets covering deal flow and investor relationships across private equity, venture capital, investment banking, hedge funds and family offices.Deal flow and CRM Investor portals and CRM Portfolio MonitoringPE Front OfficeTracks financial, KPI and ESG metrics with covenant and compliance alerts and a self-service portal for portfolio companies to upload data.Portfolio monitoring ESG data Deal flow and CRM S&P Capital IQ ProS&P GlobalDesktop platform from S&P Global Market Intelligence delivering multi-asset and real-time data, research, news and analytics to institutional clients; the source page describes the Capital IQ brand rather than the Pro platform in detail.Market data Research management Reference data+1SatuitCRMSatuit TechnologiesBuy-side CRM sold with SatuitSIP, a secure investor portal, and SatuitCRA for client report automation.Investor portals and CRM Client reporting Deal flow and CRM ZapflowZapflowEuropean deal flow and pipeline software for private equity, venture capital, family offices and fund of funds, with EU data residency and ISO 27001 certification.Deal flow and CRM Portfolio monitoring Zapflow Capital Call and Distribution NoticesZapflowAutomates capital call and distribution notice generation, commitment tracking and investor document management for GPs.Capital calls and waterfalls Deal flow and CRM Investor portals and CRM+1

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