In the fast-paced world of private capital, the firm with the best data—and the fastest way to use it—wins. However, centralizing data is often challenging due to data silos and systems suffer from a lack of adoption. Losing out on a deal can be as simple as forgetting to follow up with the CFO when the asset is finally ready to sell or spending too much time building a relationship with the wrong M&A advisor.
Centralize all interactions on one platform
Deal CRM serves as a collective intelligence platform that organizes every conversation, meeting, and sentiment in one accessible location. With native integrations with Microsoft Outlook, Calendar, and Gmail, we eliminate manual data entry by automatically capturing interaction at the source and displaying it at the contact level. This ensures every interaction across your firm is captured and permanently retained so you know exactly when and who last interacted with that advisor, founder, or stakeholder.
AI-tooling for automatic data enrichment
The CRM platform uses third-party APIs and AI-powered analysis to auto-populate company details and management history. It also produces a business summary, competitive analysis and benchmarking, pros and cons of the investment, summary of company products and services, market summary, and a proximity score to help deal teams know their strongest relationship. Our approach of using LLMs with traditional API-based company data enrichment ensures there are no hallucinations or factual errors.
Deal status that’s always up to date
With Deal CRM you can update the status of your deals in real time so you can make sure any last minute changes are reflected. You can use the AI agent to query the platform directly or connect it to your preferred 3rd party agent to perform search and summarization on notes, contacts, or deals.
Security built for private capital
Deal CRM is built on financial-grade cloud infrastructure, featuring SOC 2 Type II compliance and AES-256 encryption at rest. With specialized safeguards via isolated production environments, your data remains resilient and secure.
Available on the go
Access deals and advisors on the go with a custom-built mobile app. Designed for investment professionals, it offers real-time deal data and insights in a straightforward interface. Stay connected and informed with Deal CRM’s native iOS application, simplifying the way you manage deals and relationships.
