The Fund Stack · Dealflow & CRM
Airtable
Airtable is a database with a spreadsheet interface: tables, views, forms, and automations that non-engineers can build. Funds use it for lightweight dealflow tracking, scout programs, and internal ops databases before (or instead of) a dedicated CRM.
Related tools
AttioA CRM with a flexible data model, shaped around your dealflowAffinityRelationship-intelligence CRM that maps who your firm already knowsNotionDocs and databases in one workspace — memos, wikis, and portalsfolkA lightweight, contact-first CRM for smaller teams4DegreesRelationship-intelligence CRM built for private-market investors
This listing is editorial: it is not paid placement, and the links above carry no affiliate tracking. How entries are chosen is documented in the methodology.