Every Relationship,
One Command Center
From sourcing to closing — deal flow and investor relations in a single view.
Deal Pipeline 8 Stages
Sourcing → Screening → IC Review → Due Diligence → Negotiation → Closing → Portfolio. Fully configurable stages and conversion rates per step.
LP Fundraising Tracker Thermometer
Track prospects from Prospect to Closed across a 7-stage funnel, with a live thermometer against your fund target.
Relationship Health Scoring 0–10
Automatic scoring from interaction frequency and quality. Instantly see who's Hot, Warm, Cold or Dormant.
Warm Path Finder Best Intro
Analyzes past interactions to surface which team member knows a contact best — before you ask for an intro.
AI Intelligence Alerts Claude Sonnet 4.6
Deterministic + AI-generated alerts on stagnant deals, dormant contacts, hot LPs and fundraising gaps — prioritized by urgency.
Deal AI Scoring 6 Criteria
Market opportunity, team, financials, ESG, strategic fit and timing — weighted and fully configurable per fund strategy.
Interaction Logging Sentiment
Log meetings, calls, emails and notes with sentiment tracking and next-follow-up scheduling — synced in real time across the team.
CRM Team Roles RBAC
Viewer, Editor and CRM Admin roles, scoped per enterprise, with a full audit trail of every create/update/delete action.
Quick Actions One Click
Add contact, new deal, log interaction, add LP prospect, run AI analysis or export the full CRM — all from one toolbar.