Deal & Relationship Management

Proactively manage your dealflow, amplify your relationships, streamline deal pipeline management and increase collaboration across your firm. 

Contacts, relationships, deal pipeline & process management software for asset management firms. 


Single Source of Truth


CRM to Track Deals and Relationships


Firmwide View of Contacts, Deals & Companies


Better Collaboration & Transparency


Simple Dealflow Management


Real Time and Forward-Looking Deal Pipelines


Surface Key Deal Sources and Relationships


MS Outlook, Excel and Gmail Plugins

Deal Pipelines

Track and manage workflows for all current deals

  • Monitor all the deals being worked on across your firm in real-time
  • Manage deal-related workflows and processes
  • Surface information about key relationships
  • Optimize your deal sourcing engine and network of contacts via analytics

Deal Watchlists

Never forget about upcoming deals and your best investment ideas

  • Proactively manage your deal pipeline by tracking future deals and investment ideas
  • Reminders to ensure that top investment ideas stay on your radar
  • Collaboration tools help ensure that all your firm’s resources are geared towards building a strong deal sourcing engine

Deal CRM

Build institutional memory through a single source of truth across your firm

  • A firmwide database of all your contacts, companies, deals and relationships
  • Build your institutional memory and pool of data by logging notes, calls and meetings 
  • Reduce manual data entry by automatically capturing key email conversations 

See Our Software In Action

Book a Demo