DEAL CRM

The deal-winning CRM for private capital

Level up your firm’s relationship intelligence with a centralized hub built for faster, smarter deals.

Get startedLog in to Deal CRM
Deal CRM hero asset
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.
Product UI | Deal CRM | "Organize without manual entry"

Turn investor tracking into AI-powered predictive engagement.

Explore LP CRM

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 image

Relationship clarity, not data entry

Relationship clarity, not data entry

Keep the CRM current without the busywork. Capture relationship context as you go, so your time goes into outreach and decisions, not manual updates.

Monday deal meetings, made easy image

Monday deal meetings, made easy

Monday deal meetings, made easy

Replace “what’s the latest?” with a shared view everyone trusts. Real-time updates keep pipeline, notes, and next steps ready before the first meeting of the week.

Product UI | Deal CRM | "Originate. Source. Win." | APAC

Originate. Source. Win.

Originate. Source. Win.

Find and nurture the right advisers in your target sector and ensure a robust cadence of follow-up and reach-outs to keep your deal flow pipeline in top form.

customer portrait
Deal CRM has significantly improved our origination and deal tracking motion. Its impact on our fund cannot be underestimated.
Kunal Dasgupta
Founding Partner, Mayfair Equity Partners

FAQs

You have questions, we have resources and answers.
What is the difference between Deal CRM and LP CRM?

Deal CRM is built for deal teams to support the entire deal lifecycle. It includes automated deal flow tracking, integrated relationship intelligence that syncs with Outlook and calendars, and AI-powered research tools to vet investment opportunities faster.

LP CRM  is designed for the Investor Relations  teams and senior partners to manage the fundraising flywheel. It tracks the fundraising pipeline and integrates live economic data from Carta (such as IRR, TVPI, and DPI) directly into the CRM, providing a single source of truth for investor interactions and fund performance.

Can I purchase Deal CRM as a stand-alone?

Yes you can, fill in the demo form and a Carta expert will contact you.

How does Deal CRM compare to general CRMs?

Deal CRM is purpose-built for private equity workflows. It’s ready to use out-of-the box with no expensive or time consuming custom development to be industry-relevant and features automated data enrichment that specifically tracks bankers, advisors, and thematic sourcing.

How does Deal CRM compare to other specialized CRMs?

Deal CRM offers a modern, spreadsheet-style interface that mimics Excel for higher user adoption and a significantly faster onboarding time—typically under three weeks. We also use a novel stack of native API integrations and LLMs to analyze target companies and remove hallucinations or factual errors. It allows firms to leverage the cognitive power of an LLM while also ensuring that the facts are correct.