Private equity operates at a rapid pace, with deals, investors, and portfolio companies constantly in motion—there’s always something to keep track of.
When information is scattered across emails and spreadsheets, things get messy, and missed details can mean missed opportunities.
A solid CRM (customer relationship management) keeps everything in one place. From managing deal flow to tracking investor relationships, the right tool can save time and keep your team on the same page.
If you’re looking for the best CRM for private equity, here are 10 options that deliver value. ✉️
10 Best CRM for Private Equity in 2025
- What Should You Look for in the Best CRM for Private Equity?
- The 10 Best CRM for Private Equity
- 1. ClickUp (Best for streamlining private equity deals and task management)
- 2. DealCloud (Best for deal pipeline management)
- 3. Altvia (Best for investor relations)
- 4. 4Degrees (Best for relationship intelligence)
- 5. Dynamo (Best for fund administration)
- 6. Affinity (Best for deal sourcing)
- 7. Navatar (Best for industry-specific workflows)
- 8. Xpedition Private CRM Accelerator (Best for Microsoft integration)
- 9. Clienteer (Best for boutique PE firms)
- 10. SatuitCRM (Best for alternative investment managers)
Summarize this article for me please⏰ 60-Second Summary
Here are our recommendations for the best CRM for private equity:
- ClickUp (Best for streamlining private equity deals and task management)
- DealCloud (Best for deal pipeline management)
- Altvia (Best for investor relations)
- 4Degrees (Best for relationship intelligence)
- Dynamo (Best for fund administration)
- Affinity (Best for deal sourcing)
- Navatar (Best for industry-specific workflows)
- Xpedition Private CRM Accelerator (Best for Microsoft integration)
- Clienteer (Best for boutique private equity firms)
- SatuitCRM (Best for alternative investment managers)
Summarize this article for me pleaseWhat Should You Look for in the Best CRM for Private Equity?
The right CRM for private equity firms should help you manage deals, track investor relationships, and keep everything organized. A good one makes your job easier, not more complicated.
Here’s what to look for when choosing a CRM:
- Relationship intelligence: Keeps investor data organized, tracks interactions, and ensures seamless follow-ups
- Comprehensive deal flow management: Streamlines pipelines, automates workflows, and keeps deals moving without delays
- Robust reporting and analytics: Delivers real-time insights on performance investor engagement and market trends
- Security and compliance: Protects sensitive data with encryption access controls and full regulatory adherence
- Scalability and customization: Adapts to your firm’s growth with flexible features, custom fields, and workflows tailored to your unique investment strategies
📖 Also Read: Best CRMs for Consulting
Summarize this article for me pleaseThe 10 Best CRM for Private Equity
Not all CRM alternatives are built for private equity. You need one that can handle complex deal pipelines, track investor relationships, and enhance portfolio management.
Here are 10 best private equity CRM solutions designed to do exactly that. 📝
1. ClickUp (Best for streamlining private equity deals and task management)
ClickUp is the everything app for work, bringing deal flow, investor relations, and task management under one roof. Project management features integrated into the ClickUp CRM Solution help private equity firms track prospects, manage accounts, and oversee customer interactions without juggling multiple tools.
ClickUp Views
With 10+ customizable ClickUp Views, including List, Kanban Board, and Gantt, ClickUp lets you visualize pipelines, monitor customer relationships, and stay on top of every deal. List View can display every deal, sorted by stage, while Board View provides a drag-and-drop interface for tracking progress.
For instance, a private equity team evaluating tech startups can create a board where each column represents a different funding stage, ensuring a clear view of potential investments.
ClickUp Dashboards
To keep a pulse on performance, ClickUp Dashboards bring all key metrics into one place.
Instead of pulling reports from different tools, private equity professionals can create a dashboard displaying revenue trends, valuation changes, and outstanding due diligence tasks.
An investment firm monitoring portfolio companies can instantly see financial health, workload distribution, and deal progress, ensuring that decisions are based on real-time data.
ClickUp Automations
Repetitive tasks slow teams down, but ClickUp Automations takes care of them.
When an analyst updates a deal’s status to ‘Due Diligence,’ automation can instantly assign legal reviews, notify stakeholders, and update related tasks. This keeps the team focused on high-value work.
ClickUp Chat
ClickUp Chat makes collaboration effortless by keeping all deal-related conversations in one place.
Knowing that critical discussions are always accessible allows teams to focus on deep work instead of worrying about missing important updates.
Need to catch up after time away? AI-powered summaries provide a quick recap of missed conversations so returning team members can get up to speed without scrolling through endless messages.
Why build a CRM from scratch when you can start with a proven system?
The ClickUp CRM Template helps businesses track sales, manage leads, and improve customer relationships without the complexity of setting everything manually.
It offers multiple Views to simplify CRM management. Sales Process View helps teams track leads through the pipeline, while Welcome View ensures a personalized experience for every customer.
You can also invite members or guests to collaborate directly within ClickUp, making it easy to manage relationships at every stage.
ClickUp best features
- Bring all your tools together: Connect with Salesforce and HubSpot to centralize customer data and conversations for a seamless workflow
- Find what you need instantly: Use an intuitive interface to track leads, update customer details, and manage pipelines effortlessly—no steep learning curve required
- Grow without limits: Leverage custom workflows, automation, and advanced reporting to support businesses of all sizes and handle growing customer demands
- Never miss a follow-up: Set reminders and due dates to ensure sales reps never miss a lead or customer check-in
- Assign leads instantly: Use role-based permissions and task assignments to instantly assign leads and track ownership across the team
ClickUp limitations
- Without adjustments, frequent updates and alerts can feel overwhelming for larger teams
- The mobile app is useful for quick updates but may not offer the full functionality of the desktop version
ClickUp pricing
free forever
Best for personal use
Free Free
Key Features:
100MB Storage
Unlimited Tasks
Unlimited Free Plan Members
Two-Factor Authentication
Collaborative Docs
Whiteboards
Everything View
Kanban Boards
Sprint Management
Calendar View
Custom Field Manager Basic
In-App Video Recording
24/7 Support
1 Form
unlimited
Best for small teams
$7 $10
Everything in Free Forever plus:
Unlimited Storage
Unlimited Integrations
Unlimited Dashboards
Guests with Permissions
Unlimited Gantt Charts
Unlimited Custom Fields
Unlimited Chat Messages
Column Calculations
Email in ClickUp
Teams (User Groups)
Native Time Tracking
Goals & Portfolios
Form View
Resource Management
Agile Reporting
AI Compatible
business
Best for mid-sized teams
$12 $19
Everything in Unlimited, plus:
Google SSO
Unlimited Teams
Custom Exporting
Advanced Automations
Advanced Dashboard Features
Advanced Time Tracking
Granular Time Estimates
Timesheets
Workload Management
Timelines & Mind Maps
Goal Folders
Unlimited Message History
Unlimited Whiteboards
Unlimited Timeline views
SMS 2-Factor Authentication
enterprise
Best for many large teams
Get a custom demo and see how ClickUp aligns with your goals.
Everything in Business, plus:
White Labeling
Advanced Permissions
Conditional Logic in Forms
Enterprise API
Unlimited Custom Roles
Team Sharing for Spaces
Default Personal Views
Unlimited Posts
MSA & HIPAA Available
Single Sign-On (SSO)
SCIM provisioning
Custom Capacity in Workload
Live Onboarding Training
Customer Success Manager
Access to Managed Services
US, EU & APAC Data Residency
Advanced Public Sharing
* Prices when billed annually
ClickUp ratings and reviews
- G2: 4.7/5 (10,040+ reviews)
- Capterra: 4.6/5 (4,000+ reviews)
What are real-life users saying about ClickUp?
Here’s what a G2 reviewer had to say about ClickUp,
📮 ClickUp Insight: Around 35% of our survey respondents rate Monday as the least productive day of the week. Unclear priorities at the start of the workweek could be a contributing factor here.
ClickUp eliminates this guesswork by enabling you and your team to set clear priority levels on all assigned tasks. Plus, you get ClickUp Brain, a powerful AI assistant that answers all your questions. With ClickUp, you always know exactly what needs to be done and when.
2. DealCloud (Best for deal pipeline management)
Private equity firms face unique challenges when managing complex deal pipelines, and DealCloud addresses these pain points head-on. The customizable CRM stands out for its deep understanding of PE (private equity) workflows—from initial sourcing to post-close monitoring.
Deal teams particularly value how it connects relationship intelligence with deal data, making it easier to spot patterns and opportunities. The integration capabilities with Capital IQ and PitchBook streamline due diligence, while customizable dashboards adapt to different investment strategies.
For venture capital firms handling multiple deals simultaneously, the platform’s automated tracking and real-time updates help maintain momentum across the entire deal lifecycle.
DealCloud best features
- Build custom deal workflows that match your investment criteria while automatically notifying stakeholders about changes and required actions
- Access comprehensive relationship mapping capabilities to uncover hidden connections between portfolio companies
- Generate dynamic reports and dashboards that showcase real-time fund performance, capital calls, and distribution data
- Set up automated data collection from multiple sources to maintain updated company financials, market research, and competitive intelligence
DealCloud limitations
- Complex setup requires significant initial configuration
- The learning curve might feel steep for smaller teams
- Custom reporting requires technical expertise
DealCloud pricing
- Custom pricing
DealCloud ratings and reviews
- G2: Not enough reviews
- Capterra: 4.5/5 (20 reviews)
What are real-life users saying about DealCloud?
Here’s a Capterra reviewer’s opinion on DealCloud,
🔍 Did You Know? The first private equity firm, American Research and Development Corporation (ARDC), was founded in 1946 by financier Georges Doriot. ARDC is famous for its early investment in Digital Equipment Corporation (DEC), which became one of the first high-growth companies to receive private equity funding.
3. Altvia (Best for investor relations)
Altvia brings clarity to the often complex world of investor relations in private equity firms. The platform excels at refining LP (limited partner) communications and reporting, making it especially valuable during fundraising seasons.
It maintains detailed investor profiles, including communication preferences and investment history, which proves invaluable for relationship building. The automated reporting capabilities significantly reduce the time spent on quarterly updates, while the secure investor portal keeps LPs informed without overwhelming the IR (investor relations) team.
Altvia best features
- Schedule and track capital calls through an automated system that calculates commitments and sends targeted notifications
- Generate ILPA-compliant (Institutional Limited Partners Association) reports automatically by pulling data from portfolio monitoring systems
- Segment private equity investors based on investment history and preferences to create targeted fundraising campaigns
- Monitor investor portal engagement metrics to identify which LPs need additional attention or support
- Create customized subscription documents that pre-populate with investor information
Altvia limitations
- Portfolio company reporting features need enhancement
- Limited integration options with some common PE software
- Document version control can be confusing
Altvia pricing
- Custom pricing
Altvia ratings and reviews
- G2: Not enough reviews
- Capterra: Not enough reviews
💡 Pro Tip: Not all deals make it into the formal pipeline, but tracking the ones that didn’t proceed—along with reasons why—helps refine future deal sourcing. Create a ‘Shadow Pipeline’ in your CRM to revisit deals when conditions change.
4. 4Degrees (Best for relationship intelligence)
4Degrees approaches relationship management in private equity from a unique angle, focusing on the quality and potential of network connections.
This cloud-based CRM software analyzes communication patterns across the firm to uncover valuable relationship insights that might otherwise remain hidden. Deal teams find particular value in its ability to identify warm introduction paths to target companies and key decision-makers. Automated relationship scoring helps prioritize outreach efforts, while interaction tracking ensures that no valuable connection goes cold.
4Degrees best features
- Analyze email sentiment and response rates to gauge relationship strength and engagement levels
- Identify mutual connections between team members and target companies through AI-powered network mapping
- Generate introduction paths showing the shortest route to target decision-makers through your network
- Track historical interactions across team members to maintain consistent relationship development
4Degrees limitations
- Limited portfolio company monitoring capabilities
- Relationship scoring can sometimes oversimplify complex professional relationships
- Bulk email features need improvement
4Degrees pricing
- Custom pricing
4Degrees ratings and reviews
- G2: Not enough reviews
- Capterra: Not enough reviews
🧠 Fun Fact: Some private equity firms have produced massive wealth for their founders. For example, Blackstone’s founder, Stephen Schwarzman, has a net worth of over $20 billion, and Carlyle Group’s founders, like David Rubenstein, have seen similar success.
5. Dynamo (Best for fund administration)
Dynamo takes a different approach to private equity CRM software by focusing heavily on the operational side of fund management.
It specifically helps middle and back-office teams with its robust accounting integrations and automated reconciliation capabilities. The platform excels at managing subscription documents and investor onboarding workflows while maintaining detailed audit trails for compliance purposes.
For firms juggling multiple fund structures, Dynamo offers tools that simplify complex fund operations.
Dynamo best features
- Process subscription documents through a digital workflow that validates investor information automatically
- Calculate and track management fees across multiple fund structures with different fee arrangements
- Generate automated capital account statements with customizable templates for different investor types
- Monitor compliance requirements and upcoming deadlines through a centralized dashboard
- Create custom workflows for investor onboarding that align with regulatory requirements
Dynamo limitations
- Deal pipeline features are less developed than competitors
- The user interface feels dated compared to modern alternatives
- Report customization requires technical knowledge
Dynamo pricing
- Custom pricing
Dynamo ratings and reviews
- G2: Not enough reviews
- Capterra: 4.6/5 (35+ reviews)
What are real-life users saying about Dynamo?
Let’s look at what a G2 reviewer has to say about Dynamo,
6. Affinity (Best for deal sourcing)
Affinity stands out by automatically capturing relationship data without manual input. It leverages AI to analyze communication patterns and identify promising investment opportunities.
Deal teams value how it eliminates manual data entry while maintaining accurate relationship records. The platform excels at identifying patterns in deal flow and relationship networks that might be missed through conventional tracking methods.
For firms focused on expanding their deal pipeline, Affinity’s automated intelligence gathering and pattern recognition capabilities prove especially valuable.
Affinity best features
- Auto-capture relationship data from email and calendar interactions to build comprehensive contact profiles
- Predict deal relevance based on historical firm preferences and successful past investments
- Track competitive deal dynamics by monitoring relationships between other firms and target companies
- Create virtual deal teams based on sector expertise and relationship strength with key stakeholders
- Generate relationship health scores that factor in both the quantity and quality of interactions
Affinity limitations
- Portfolio monitoring capabilities are basic
- Limited fund administration features
- Customization options for reports could be more flexible
Affinity pricing
- Essential: $2,000/year per user (Billed annually)
- Scale: $2,300/year per user (Billed annually)
- Advanced: $2,700/year per user (Billed annually)
- Enterprise: Custom pricing
Affinity ratings and reviews
- G2: 4.4/5 (60+ reviews)
- Capterra: Not enough reviews
🔍 Did You Know? The 1980s are often called the ‘Golden Age’ of private equity, especially because of the rise of leveraged buyouts (LBOs).
7. Navatar (Best for industry-specific workflows)
Built on the Salesforce platform, Navatar approaches private equity CRM from a process-first perspective. The solution specializes in industry-specific workflows that match how PE firms operate.
Its standout aspect is how it handles complex, multi-stage deal processes while maintaining compliance requirements. Navatar delivers private equity-specific solutions that combine customization with ready-to-use functionality, eliminating the need for extensive technical setup.
Navatar best features
- Roll out industry-tested deal workflows that align with standard PE processes and compliance requirements
- Track investment committee approvals and decisions through structured voting and documentation processes
- Manage co-investment opportunities through dedicated tracking and investor allocation tools
- Create compliance reports that align with regulatory requirements across different jurisdictions
Navatar limitations
- The interface can feel cluttered with unused features
- Complex setup process for custom workflows
- The learning curve is steeper than standalone solutions
Navatar pricing
- Custom pricing
Navatar ratings and reviews
- G2: Not enough reviews
- Capterra: Not enough reviews
8. Xpedition Private CRM Accelerator (Best for Microsoft integration)
Built on Microsoft Dynamics 365, Xpedition brings a fresh approach to PE firms already invested in the Microsoft ecosystem. It bridges the gap between deal management and everyday Microsoft tools like Outlook, Teams, and Power BI.
You can save significant time through native integration with Excel financial models and PowerPoint pitch decks. Unlike other CRMs that require teams to adopt entirely new workflows, Xpedition enhances existing Microsoft-based CRM processes while adding PE-specific capabilities.
With secure, full-featured mobile access, Xpedition ensures seamless decision-making on the go. AI-powered enhancements with Microsoft Copilot further personalize investor interactions, automate routine tasks, and provide intelligent insights, allowing teams to focus on high-value activities.
Xpedition best features
- Convert Excel financial models directly into interactive dashboards using Power BI integration
- Sync meeting notes from Teams directly into deal records with automated task assignment
- Build custom apps using Power Platform to address firm-specific requirements without coding
- Generate pitch decks automatically by pulling deal data directly into PowerPoint templates
Xpedition limitations
- Heavy reliance on the Microsoft ecosystem limits flexibility
- Customization requires Microsoft development expertise
- Limited third-party integration options
Xpedition pricing
- Custom pricing
Xpedition ratings and reviews
- G2: Not enough reviews
- Capterra: Not enough reviews
💡 Pro Tip: Private equity deals take years to mature, so choose a CRM built for long-term relationship management. A good CRM tracks every interaction—from the first pitch to the exit—ensuring you maintain continuity and strategic engagement over 5-10 years.
9. Clienteer (Best for boutique PE firms)
Clienteer, now part of Dynamo Software through the acquisition of Imagineer Technology Group, is a market-leading CRM and investor relations platform designed for private equity and investment firms. This CRM software example focuses on essential PE operations without the bloat of enterprise solutions.
Its streamlined approach to deal management and investor relations suits teams that want to maintain institutional-grade processes without dedicating resources to complex system management. Clienteer simplifies the transition from spreadsheets to a dedicated private equity CRM, providing firms a seamless way to manage investor relations and deal flow.
Clienteer best features
- Design simplified investment committee processes that maintain rigor while reducing administrative overhead
- Create standardized deal comparison templates that help smaller teams evaluate opportunities consistently
- Set up basic portfolio monitoring dashboards that focus on key metrics without unnecessary complexity
- Track fundraising progress through intuitive visualizations that highlight commitment status
- Manage investor documents through a lightweight portal that requires minimal IT support
Clienteer limitations
- Limited advanced reporting capabilities
- Basic relationship tracking features
- Minimal automation options
- Less suitable as firms scale significantly
Clienteer pricing
- Custom Pricing
Clienteer ratings and reviews
- G2: Not enough reviews
- Capterra: Not enough reviews
What are real-life users saying about Clienteer?
Here’s a G2 reviewer’s take on Clienteer,
🔍 Did You Know? Michael McCafferty is known as the ‘Father of CRM’ for inventing TeleMagic, the first CRM software, in 1985.
10. SatuitCRM (Best for alternative investment managers)
SatuitCRM takes a broader approach, serving PE firms that also manage other alternative investments. It is explicitly designed for buy-side investment professionals, including institutional asset managers, private equity firms, hedge funds, wealth managers, and alternative investment firms. The tool excels at handling hybrid investment strategies and complex fund structures.
The solution particularly benefits firms managing both direct investments and fund-of-funds strategies, offering tools that adapt to various investment approaches.
Additionally, regulatory compliance is seamlessly integrated into the platform, allowing firms to manage growing private equity industry regulations with automated workflows and built-in compliance tools.
SatuitCRM best features
- Manage hybrid investment strategies through unified dashboards that handle both direct and indirect investments
- Track complex fee structures across different investment types and share classes
- Generate consolidated investor reports that combine data from multiple investment vehicles
- Configure different investment workflows for various strategies while maintaining consistent processes
- Set up automated compliance checks specific to different investment types and jurisdictions
SatuitCRM limitations
- Deal sourcing features are relatively basic
- Interface feels outdated compared to newer solutions
- Limited relationship intelligence capabilities
- The mobile app needs significant improvement
SatuitCRM pricing
Essentials: $150/month per user
Premium: $200/month per user
Enterprise: $300/month per user
SatuitCRM ratings and reviews
- G2: Not enough reviews
- Capterra: Not enough reviews
What are real-life users saying about SatuitCRM?
Here’s what a Capterra reviewer said about this tool,
📖 Also Read: Best CRM Software for Service Businesses
Summarize this article for me pleaseClickUp: Private Equity’s Power Move
Private equity is a high-stakes game. It’s not for those who hesitate, forget, or lose track. Every meeting, every investor, every deal—it all needs to be accounted for, or you risk falling behind.
ClickUp CRM keeps everything in place with custom dashboards, powerful automations, and flexible views designed for private equity.
Your pipeline? Clear.
Your tasks? Tracked.
Your team? Always in sync.
No guesswork, no scrambling, no wasted time. Just fast, efficient deal management that puts you ahead—where you belong. The best firms aren’t drowning in spreadsheets and scattered notes. They run on ClickUp. If you’re serious about private equity, this is your next move. Sign up for ClickUp today! ✅
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