Private Equities

CRM & Relationship Management

Purpose-built CRMs for deal teams — track relationships with founders, bankers and intermediaries, manage pipeline, and never let a warm intro go cold.

6 tools

AF

Affinity

Editor's pick
4.5

Relationship intelligence CRM for dealmakers

Enterprise / CustomView
DC

DealCloud (Intapp)

Editor's pick
4.4

Configurable deal and relationship platform

Enterprise / CustomView
NO

Notion

4.4

All-in-one docs, wiki, and workspace

FreemiumView
4D

4Degrees

4.2

AI relationship CRM for private capital

Enterprise / CustomView
AT

Attio

4.2

Flexible, data-driven modern CRM

From $29/user/moView
SF

Salesforce

4.0

General-purpose enterprise CRM platform

From $25/user/moView
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