ListAlpha
ListAlpha is a CRM platform for private equity teams managing investment activity, contacts, deal flow, and fundraising.
What ListAlpha is
ListAlpha is a CRM platform for private equity teams managing investment activity, contacts, deal flow, and fundraising. It tracks opportunities, provides analytics and reporting, and organizes investor and adviser relationships through Outlook email and calendar integration. Third-party data sources help update contact details. Search covers people, deals, and documents, while company research presents business summaries, management, competitors, recent events, and risk or pros analysis. The AI Assistant extracts deal details from forwarded emails, enriches them, and creates deal or note records. The platform also describes OneNote sync, Microsoft Teams availability, and third-party APIs. ListAlpha is offered through web and API platforms, with a mobile app listed. Onboarding includes historical-data cleaning and migration, with a stated timeline under three weeks. It has no free plan or trial.
Good
- Covers deal flow, fundraising, and contact management
- Provides Outlook email and calendar integration
- Searches people, deals, and documents
- AI Assistant creates enriched deal or note records
- Onboarding includes historical-data migration
Watch out
- No free plan or free trial
- Starter requires five users minimum
- Starter costs $135 a month per user
Who it suits
ListAlpha is designed for private equity teams, with private equity and venture capital listed as markets. It suits organizations needing deal pipelines, investor records, research, and relationship management.
Verdict
ListAlpha combines private-equity CRM workflows with research, reporting, and email-based deal capture. Its per-user pricing and minimum Starter seat count matter for smaller teams.
Plans and prices
From ListAlpha's own pricing page, checked 7 Oct 2026.
| Plan | Price | What it gives you |
|---|---|---|
| Starter | $135 a month | up to 7 users · company research · contacts / adviser management · notes module · per user/per month (min of 5) |
| Standard | $165 a month | 7-20 users · deal flow management · investor relations · data migration and onboarding · includes Starter benefits · per user/per month |
| Professional | Priced on request | 20+ users · SSO/SCIM authentication · custom API development · on-demand integrations · includes Standard benefits · Contact us |
The facts
Each one read from ListAlpha's own pages, with the date it was checked.
What it does
- AI deal capture
- The AI Assistant can extract deal details from forwarded emails, enrich them, and create a deal or note record.checked 7 Oct 2026
- Audience
- The maker describes the platform as purpose-built for private equity teams and lists private equity and venture capital as markets.checked 7 Oct 2026
- Data enrichment
- The platform uses third-party data sources to keep contact details up to date.checked 7 Oct 2026
- Data location
- The privacy policy says data is stored on third-party servers in the UK and outside the UK, and that transfers outside the UK or EU receive additional protection as required by law.checked 7 Oct 2026
- Deal and fundraising workflows
- The platform covers deal flow, fundraising, and contact management for private equity teams.checked 7 Oct 2026
- Deal reporting
- ListAlpha supports deal flow tracking, analytics, and reporting to help teams review where opportunities come from.checked 7 Oct 2026
- Integrations
- The maker describes Outlook email and calendar integration, OneNote sync, Microsoft Teams availability, and third-party APIs.checked 7 Oct 2026
- Onboarding
- The maker says its onboarding team cleans and migrates historical data, with a stated migration timeline of under three weeks.checked 7 Oct 2026
- Privacy and AI
- The privacy policy says ListAlpha does not share personal user data with third-party AI models.checked 7 Oct 2026
- Product
- ListAlpha is a CRM platform for private equity funds to manage, track, and store information about investment activities.checked 7 Oct 2026
- Relationship management
- ListAlpha imports, organizes, and updates team contacts and provides relationship intelligence through native Outlook email and calendar integration.checked 7 Oct 2026
- Search and research
- Its search covers people, deals, and documents, and its company research presents business summaries, management, competitors, recent events, and risk/pros analysis.checked 7 Oct 2026
- Security certification
- ListAlpha announced completion of a SOC 2 Type II audit in January 2025.checked 7 Oct 2026
- Support
- The maker directs customers with support issues to [email protected].checked 7 Oct 2026
The company
- Founded
- 2021checked 28 Sep 2026
- Headquarters
- London, United Kingdomchecked 28 Sep 2026
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