The Fund Stack · Category
Dealflow & CRM
Systems of record for deals and relationships — where pipeline, notes, and history live.
AttioA CRM with a flexible data model, shaped around your dealflowAffinityRelationship-intelligence CRM that maps who your firm already knowsAirtableSpreadsheet-database hybrid for lightweight pipelines and opsNotionDocs and databases in one workspace — memos, wikis, and portalsfolkA lightweight, contact-first CRM for smaller teams4DegreesRelationship-intelligence CRM built for private-market investors
Listings are editorial, with no paid placement — see the methodology.