pipeline & sourcing

Pipeline & Deal Management for LPs

Track dialogues, access fund overviews and analyze performance across funds and managers to quickly map the market to make informed investment decisions.

No lengthy setup, transparent pricing, cancel anytime

Fund progressed to Due Diligence
Vertex Capital Partners VI
Pipeline
New GP created
Vertex Capital Partners
GP
Team with backgrounds from

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Works out of the box...

FundFrame's Investment CRM works out of the box, leveraging decades of fund investing best practices.
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flexible and tailored

... while being fully customizable

But we don't have all the answers. That's why you can easily customize your system to suit your unique investment style.
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Go deeper

Better Sourcing + Better Intelligence = Better Returns

Increase transparency

Centralize your GP data

Boost collaboration and track dialogues, access fund overviews and analyze performance across funds and managers to quickly map the market to make informed investment decisions.

Track all GPs, funds, and meetings in one tool
Automatically benchmark GPs and funds
Get deep GP insights
pipeline management

Always have an up-to-date view of your pipeline

Quickly see your short- and long-term pipeline to manage and streamline your process. Enhance your long-term planning and stay ahead of fundraises for the most attractive managers.

Dashboard with filters and instant overviews
Ability to track short- and long-term pipeline
Create reminders to stay on top of upcoming fundraises
your solution

Fully customizable and mobile ready

The system comes out of the box with sector definitions and more. However, you can easily customize everything to make it fit your unique process.

Your sector, geography and more definitions
Define your own pipeline stages
Tablet and mobile ready
Modern Technology

A peek at what else is inside

Mobile ready

Stay connected and manage your relationships on the go with our mobile-friendly CRM, accessible from any device.

Hassle-free setup

Enjoy the convenience of a fully functional CRM right in your browser. No lengthy setups or installations, just immediate access to all features.

User-friendly interface

The CRM features a modern, clean design that enhances user experience and reduces distractions.

Dedicated support

Extensive self-serve support in place with our support always close when there are additional questions or comments.

Try before you buy

Test our CRM without any obligations. Sign up for a free trial and experience the ease and efficiency it brings to your investment management.

Always evolving

Alternatives never sleep. Nor do FundFrame. Benefit from a system that evolves with your needs. Regular updates and new features keep you at the forefront.

seamless onboarding

Modern Technology

Escape the frustration of painful implementations, incomplete data, cumbersome templates, and clunky interfaces.

FundFrame provides the best in modern cloud technology.

mobile and tablet ready

Your Intelligence - Everywhere

Your schedule is packed. That's why we've optimized our software for on-the-go use. Quickly jot down notes between meetings or access key information during a GP meeting.

Your intelligence is always within reach and has never been closer.

Investment crm & pipeline management

Flexible & transparent pricing

All plans are paid annually

Professional
From $399
/mo
Per user
Includes:
Unlimited GPs, Funds and
Meeting notes
Automatic benchmarks
Advanced customization
Automatic GP creation
Track pipeline across stages
Advanced reminder system
Access to GP database
Mobile and tablet ready
You can cancel anytime
Enterprise
Starting at $1,000/mo
Per user
Includes:
Everything in professional
Full customization
Custom domain
White label
Custom integrations
You can cancel anytime
Support

Frequently Asked Questions

Streamline your Sourcing & Pipeline Now

Discover how you can streamline your pipeline with FundFrame's Investment CRM tool

  • Centralize your GP data and institutionalize your knowledge
  • Always have an up to date view of your pipeline
  • Fully customizable and mobile ready

And much more.

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