Relate Fundraising CRM helps founders organize investor relationships and fundraising activity.
Alternatives to Finta
Affinity is an AI-first CRM for private capital firms, with tools for sourcing and managing deals, supporting portfolios, investor relations, and fundraising.
Dynamo CRM & Deal Management is cloud software for investment teams working in private capital markets.
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CAPLINK CRM
CAPLINK CRM is a web-based investor relationship and fundraising pipeline tool for startup founders.
Free planWeb6.7From €999 a year - 5
SmartRoom
SmartRoom is a cloud-based virtual data room for secure file sharing and collaboration, including M&A due diligence.
AndroidiOSWeb6.7From $10,000 a year - 6
Zapflow
Zapflow brings deal, fundraising, portfolio, investor reporting, and compliance workflows into one platform for alternative investment teams.
AndroidiOSWebAPI6.7From €199 a month - 7

Juniper Square
Juniper Square combines software, data, and fund administration services to help private markets firms manage fund operations and investor relationships.
AndroidiOSWebAPI6.6 - 8
Nautis Fundraising CRM
Nautis Fundraising CRM gives founders a web-based way to manage investors through a fundraising round, from first contact to committed capital.
Free planWeb6.6From $49 a month - 9

Visible
Visible is a private-markets platform for founders and investors, covering fundraising, reporting, and stakeholder workflows.
Free planWebAPI6.6From $59 a month - 10

Altvia
Altvia is a GP Engagement Platform for private equity, venture capital, and alternative asset management firms.
AndroidiOSWeb6.5 - 11
SatuitCRM
SatuitCRM is relationship-management software for institutional asset managers, private equity firms, wealth managers, hedge funds and alternative investment businesses.
AndroidiOSWebAPI6.5From $150 a month - 12
Clienteer
Clienteer is a configurable CRM for hedge funds, private equity firms, and other asset managers.
AndroidiOSWebAPI6.3 - 13
orydio
orydio is a proprietary platform for Swiss and European investment firms, venture capital firms, and family offices.
iOSWebAPI6.3From 79 CHF a month - 14
Pipeline
Pipeline is a paid web-based deal flow management tool for lean, fast-moving venture capital teams.
Web6.2From $40 a month - 15

Edda
Edda is an investment workflow platform for venture capital, private equity, and corporate venture capital firms.
AndroidiOSWeb6.1 - 16
OpenVC CRM
OpenVC CRM is a web-based fundraising pipeline for startup founders managing investor interactions.
Free planWeb6.1Free plan - 17

4Degrees
4Degrees is an AI-powered CRM for private-market deals and relationship intelligence.
AndroidiOSWebAPI6.0 - 18
DealCloud
DealCloud is a cloud-based, AI-powered deal and relationship intelligence platform for professional firms.
AndroidiOSWebExtension6.0 - 19

Dealtable
Dealtable is a web-based investment platform for venture capital funds, with tools for sourcing, evaluating, and managing deals.
Free planWeb6.0Free plan - 20
Fundingstack
Fundingstack is a web platform for deal management and capital raising by VCs, investment bankers, funding advisors, and other deal makers.
Web6.0From $250 a month - 21
ListAlpha
ListAlpha is a CRM platform for private equity teams managing investment activity, contacts, deal flow, and fundraising.
WebAPI5.9From $135 a month - 22
FamilyOffice.com Deal Pipeline CRM
FamilyOffice.com Deal Pipeline CRM is a web-based pipeline for family-office investment teams tracking private-market opportunities from first…
Web5.6 - 235.6
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