Deal CRM
Provider 
Founded —
Sells To B2B
Pricing Model SaaS
Ownership Private

Deal CRM helps managers track and manage deals, LPs, and pipeline within the fund lifecycle platform.
Deal CRM is the relationship and pipeline layer for the Capital Company platform. It lets managers track deals, investor interactions, and fundraising progress alongside SPV and fund execution.
It integrates with the rest of the platform so onboarding, closings, capital calls, and reporting flow from the same system without switching tools. Target users are emerging and established managers running multiple vehicles who want a single source of truth for relationships and deal flow.
| Attribute | Deal CRM | SPV | |
|---|---|---|---|
| Provider | |||
| Founded | — | 1996 | |
| Sells To | B2B | Government | |
| Pricing Model | SaaS | Recurring, Software | |
| Ownership | Private | Private |
Provider 
Founded —
Sells To B2B
Pricing Model SaaS
Ownership Private
Provider 
Founded 1996
Sells To Government
Pricing Model Recurring, Software
Ownership Private


Altvia's CRM centralizes investor, deal, and interaction data for private capital firms.


Private equity CRM and deal management platform for investment banking and private capital.


Dynamo CRM centralizes deal sourcing, diligence, and relationship management for private capital teams.


Altvia is an engagement platform for private capital firms covering CRM and fundraising.


Juniper Square Investor CRM is a customer relationship platform built for private markets capital raising and limited partner interactions.


Relationship intelligence CRM purpose-built for private capital markets and dealmaking teams.


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

Altvia's CRM centralizes investor, deal, and interaction data for private capital firms.

Private equity CRM and deal management platform for investment banking and private capital.

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


AI-powered deal management platform for real estate investment teams.


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


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



Apollo Deal Management is Apollo.io's software for tracking sales pipelines, automating deal updates, and surfacing deal insights.


Gather's AI connector unifies a private investor's portfolio data, founder metrics, and reporting workflows across existing tools.
Dynamo CRM centralizes deal sourcing, diligence, and relationship management for private capital teams.

Altvia is an engagement platform for private capital firms covering CRM and fundraising.

Juniper Square Investor CRM is a customer relationship platform built for private markets capital raising and limited partner interactions.

Relationship intelligence CRM purpose-built for private capital markets and dealmaking teams.

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

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

AI-powered deal management platform for real estate investment teams.

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

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

Salesloft Deals is a deal management product for B2B sales teams.

Apollo Deal Management is Apollo.io's software for tracking sales pipelines, automating deal updates, and surfacing deal insights.

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