CRM for Private Capital
Provider 
Founded 2006
Sells To Enterprise
Pricing Model Recurring, Software
Ownership Private equity-backed, Venture-backed

Altvia's CRM centralizes investor, deal, and interaction data for private capital firms.
The CRM consolidates limited partner, fund, deal, and interaction records so investment teams can see relationship history without assembling information across separate tools. Altvia describes automatic capture of calls, meetings, and email activity against those records.
Shared data and dashboards support pipeline oversight and coordination across funds, strategies, and teams. The offering targets private capital firms that manage long-lived investor relationships and recurring fund cycles.
Affinity

Affinity CRM for Private Capital
affinity.co
Dynamo Software

Dynamo CRM
dynamosoftware.com
Intapp

Intapp DealCloud
intapp.com
Juniper Square

Juniper Square Investor CRM
junipersquare.com
| Attribute | CRM for Private Capital | Affinity CRM for Private Capital | Dynamo CRM | Intapp DealCloud | Juniper Square Investor CRM | |
|---|---|---|---|---|---|---|
| Provider | ||||||
| Founded | 2006 | 2014 | 1998 | 2000 | 2014 | |
| Sells To | Enterprise | Enterprise | — | Enterprise | — | |
| Pricing Model | Recurring, Software | Recurring, Software, Transactional | — | Recurring, Software | — | |
| Ownership | Private equity-backed, Venture-backed | Venture-backed | — | Public | Venture-backed |
Provider 
Founded 2006
Sells To Enterprise
Pricing Model Recurring, Software
Ownership Private equity-backed, Venture-backed
Provider 
Founded 2014
Sells To Enterprise
Pricing Model Recurring, Software, Transactional
Ownership Venture-backed
Provider 
Founded 1998
Sells To —
Pricing Model —
Ownership —
Provider 
Founded 2000
Sells To Enterprise
Pricing Model Recurring, Software
Ownership Public
Provider 
Founded 2014
Sells To —
Pricing Model —
Ownership Venture-backed


Affinity CRM is a relationship intelligence platform for private capital deal teams.


Deal CRM helps managers track and manage deals, LPs, and pipeline within the fund lifecycle platform.


Relationship intelligence CRM for deal-driven teams in private equity, venture capital, investment banking, consulting, and commercial real estate.


Lighthouse provides venture investors with integrated sourcing, CRM, and relationship-management software.


Intelligent CRM platform purpose-built for wealth management firms and registered investment advisors.


Altss is an OSINT-powered database of family offices and institutional LPs for alternative-investment capital raisers.


AI-powered CRM workspace designed for financial advisors and wealth management firms.


AI-powered platform for aggregating, structuring, and managing alternative investment documents and data.


Pipedrive provides a sales-focused CRM with visual pipeline management for small and midsize sales teams.


Gather's AI connector unifies a private investor's portfolio data, founder metrics, and reporting workflows across existing tools.


A platform that lets founders manage fundraising and investor updates while investors monitor portfolios.
Affinity CRM is a relationship intelligence platform for private capital deal teams.

Deal CRM helps managers track and manage deals, LPs, and pipeline within the fund lifecycle platform.

Relationship intelligence CRM for deal-driven teams in private equity, venture capital, investment banking, consulting, and commercial real estate.

Lighthouse provides venture investors with integrated sourcing, CRM, and relationship-management software.

Intelligent CRM platform purpose-built for wealth management firms and registered investment advisors.

Altss is an OSINT-powered database of family offices and institutional LPs for alternative-investment capital raisers.

AI-powered CRM workspace designed for financial advisors and wealth management firms.

AI-powered platform for aggregating, structuring, and managing alternative investment documents and data.

Pipedrive provides a sales-focused CRM with visual pipeline management for small and midsize sales teams.

Gather's AI connector unifies a private investor's portfolio data, founder metrics, and reporting workflows across existing tools.

A platform that lets founders manage fundraising and investor updates while investors monitor portfolios.
