private equity CRM

AI-driven private equity CRM for tech-forward funds

Automate your CRM, grow your M&A adviser network and find the best deals in your sector

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“We wasted so much time trying to customize Salesforce and make it work.
I wish we had migrated to ListAlpha earlier.”

Principal, Mid Market PE Fund

Free yourself from the CRM data entry grind

Reclaim your productivity by liberating yourself from the tedious manual data entry and updates. With ListAlpha, each interaction with individuals or companies generates a data record, complete with essential details for deal-making. All communication is tracked, providing your team with the transparency needed to advance deals towards successful completion.

Learn more: How to improve your fund's CRM platform

Deal and Relationship Intelligence on the move

Access deals and advisors on the go with a custom-built mobile app. Designed for investment professionals, it offers real-time deal data and insights in a straightforward interface. Stay connected and informed with ListAlpha's mobile CRM solution, simplifying the way you manage deals and relationships.

Adviser insights that drive deal flow

Improve the quality of your deal flow by prioritising your Tier 1 M&A relationships. Identify gaps in your adviser coverage and discover new deal leads. ListAlpha's CRM analytics help you recognize emerging market trends and opportunities, ensuring you stay ahead of the competition.

Learn more: Top CRM platforms for PE investors in 2024

Request a demo of ListAlpha

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