DealFlow
A CRM built for private markets — deal sourcing, pipeline tracking, and diligence workflow, shaped around how deals actually move.
What is DealFlow?
A pipeline built for private markets, not sales.
DealFlow is a CRM built specifically for private markets deal-making — tracking opportunities from first look through diligence to close, in a pipeline shaped around how deals actually move, not a generic sales CRM repurposed for it.
Benefits
Every deal you looked at, not just the ones you closed.
- ✓ A pipeline built around deal stagesNot generic sales stages that don't map to how diligence actually works.
- ✓ Diligence workflow and document tracking in one placeSee where every deal actually stands.
- ✓ Deal team collaboration without scattered email threadsNotes, documents, and decisions live with the deal.
Features
What's inside DealFlow.
- Deal pipeline & stage tracking
- Diligence workflow & checklists
- Deal team collaboration
- Historical deal database