Private Equities

Productivity & Collaboration

The everyday operating layer — documents, notes, knowledge bases, e-signature and workflow automation the whole firm runs on.

12 tools

CL

Clay

Editor's pick
4.4

Data enrichment and automation workbench

FreemiumView
ON

Ontra

Editor's pick
4.4

AI-powered legal automation for private funds

Enterprise / CustomView
XL

Microsoft Excel

4.6

The universal spreadsheet for financial modeling

From $6.99/moView
RA

Ramp

4.5

AI-powered spend and finance automation

FreemiumView
NO

Notion

4.4

All-in-one docs, wiki, and workspace

FreemiumView
DU

DocuSign

4.4

Electronic signature and agreement management

From $10/user/moView
GW

Google Workspace

4.4

Cloud email, docs, and collaboration suite

From $6/user/moView
SL

Slack

4.3

Team messaging and collaboration hub

FreemiumView
AT

Attio

4.2

Flexible, data-driven modern CRM

From $29/user/moView
PD

PandaDoc

4.2

Document automation and e-signature

From $19/user/moView
BF

BlueFlame AI

4.1

AI platform for alternative investment managers

Enterprise / CustomView
DD

Dropbox DocSend

4.0

Lightweight document sharing and data rooms

From $15/user/moView
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