Quick Overview
- 1#1: DealCloud - Comprehensive CRM and workflow automation platform for private equity, venture capital, and investment banking deal teams.
- 2#2: Affinity - AI-powered relationship intelligence and CRM tailored for investment professionals in private markets.
- 3#3: Allvue Systems - End-to-end investment management software for private equity, credit, and alternative asset managers.
- 4#4: Dynamo Software - Integrated software suite for fundraising, investor relations, portfolio management, and reporting in private markets.
- 5#5: Grata - AI-driven deal sourcing and company intelligence platform for private equity and growth investors.
- 6#6: 4Degrees - Relationship intelligence platform that uncovers and manages connections for deal origination in private markets.
- 7#7: Navatar - Investment CRM built on Salesforce for alternative asset managers handling deal flow and client relationships.
- 8#8: Juniper Square - Investor portal and asset management platform focused on real estate and private markets fundraising.
- 9#9: PitchBook - Leading data and analytics platform providing insights on private market companies, deals, and investors.
- 10#10: Carta - Cap table management and equity management software supporting private market transactions and compliance.
Tools were selected based on feature breadth, user-friendliness, reliability, and value, with a focus on meeting the unique demands of private equity, venture capital, and alternative asset management workflows.
Comparison Table
This comparison table compares key features of leading private markets software tools, including DealCloud, Affinity, Allvue Systems, Dynamo Software, Grata, and more. It helps readers identify the right tool for their needs, whether focusing on deal management, portfolio tracking, or operational efficiency.
| # | Tool | Category | Overall | Features | Ease of Use | Value |
|---|---|---|---|---|---|---|
| 1 | DealCloud Comprehensive CRM and workflow automation platform for private equity, venture capital, and investment banking deal teams. | enterprise | 9.5/10 | 9.8/10 | 8.4/10 | 9.1/10 |
| 2 | Affinity AI-powered relationship intelligence and CRM tailored for investment professionals in private markets. | specialized | 9.2/10 | 9.5/10 | 9.0/10 | 8.5/10 |
| 3 | Allvue Systems End-to-end investment management software for private equity, credit, and alternative asset managers. | enterprise | 8.8/10 | 9.2/10 | 8.0/10 | 8.4/10 |
| 4 | Dynamo Software Integrated software suite for fundraising, investor relations, portfolio management, and reporting in private markets. | enterprise | 8.6/10 | 9.1/10 | 7.9/10 | 8.2/10 |
| 5 | Grata AI-driven deal sourcing and company intelligence platform for private equity and growth investors. | specialized | 8.7/10 | 9.2/10 | 8.5/10 | 8.0/10 |
| 6 | 4Degrees Relationship intelligence platform that uncovers and manages connections for deal origination in private markets. | specialized | 8.6/10 | 9.1/10 | 8.0/10 | 7.9/10 |
| 7 | Navatar Investment CRM built on Salesforce for alternative asset managers handling deal flow and client relationships. | enterprise | 8.1/10 | 8.7/10 | 7.2/10 | 7.8/10 |
| 8 | Juniper Square Investor portal and asset management platform focused on real estate and private markets fundraising. | specialized | 8.3/10 | 8.7/10 | 9.1/10 | 7.6/10 |
| 9 | PitchBook Leading data and analytics platform providing insights on private market companies, deals, and investors. | enterprise | 9.2/10 | 9.6/10 | 7.9/10 | 8.1/10 |
| 10 | Carta Cap table management and equity management software supporting private market transactions and compliance. | enterprise | 8.7/10 | 9.2/10 | 8.0/10 | 7.8/10 |
Comprehensive CRM and workflow automation platform for private equity, venture capital, and investment banking deal teams.
AI-powered relationship intelligence and CRM tailored for investment professionals in private markets.
End-to-end investment management software for private equity, credit, and alternative asset managers.
Integrated software suite for fundraising, investor relations, portfolio management, and reporting in private markets.
AI-driven deal sourcing and company intelligence platform for private equity and growth investors.
Relationship intelligence platform that uncovers and manages connections for deal origination in private markets.
Investment CRM built on Salesforce for alternative asset managers handling deal flow and client relationships.
Investor portal and asset management platform focused on real estate and private markets fundraising.
Leading data and analytics platform providing insights on private market companies, deals, and investors.
Cap table management and equity management software supporting private market transactions and compliance.
DealCloud
enterpriseComprehensive CRM and workflow automation platform for private equity, venture capital, and investment banking deal teams.
Relationship Intelligence engine that automatically discovers and scores hidden connections across global networks
DealCloud is a purpose-built CRM and workflow platform for private markets, empowering private equity firms, investment banks, and family offices with end-to-end deal management. It handles deal sourcing, pipeline tracking, due diligence, investor relations, and portfolio monitoring through customizable workflows and relationship intelligence. The platform integrates data rooms, fundraising tools, and analytics to accelerate deal cycles and enhance decision-making.
Pros
- Exceptional relationship intelligence and network mapping
- Highly customizable no-code workflows for complex private markets processes
- Seamless integration of CRM, deal rooms, and reporting tools
Cons
- Steep learning curve due to extensive customization options
- Enterprise-level pricing not suitable for small firms
- Occasional performance lags with very large datasets
Best For
Mid-to-large private equity firms, investment banks, and family offices managing high-volume, complex deal flows.
Pricing
Custom enterprise pricing, typically $100K+ annually based on users, modules, and deployment.
Affinity
specializedAI-powered relationship intelligence and CRM tailored for investment professionals in private markets.
Affinity Graph: An interactive relationship intelligence tool that maps connections between contacts, deals, and firms to reveal opportunities.
Affinity is a relationship-focused CRM platform designed specifically for private markets professionals in venture capital, private equity, and investment banking. It automatically captures emails, calendars, and interactions to build a dynamic relationship graph, enabling users to track deal pipelines, manage fundraising, and uncover hidden connections. The software integrates AI-driven insights and data enrichment to streamline sourcing, diligence, and investor relations workflows.
Pros
- Seamless automatic capture of emails, calls, and meetings for effortless relationship tracking
- Powerful Affinity Graph for visualizing connections and co-investor networks
- Comprehensive deal pipeline, fundraising CRM, and research tools tailored to private markets
Cons
- Enterprise-level pricing can be prohibitive for small firms or solo operators
- Advanced features require time to master despite intuitive UI
- Limited out-of-the-box reporting customization compared to generalist CRMs
Best For
Mid-to-large venture capital, private equity, or family office teams handling high-volume deal flow and complex investor relationships.
Pricing
Custom enterprise pricing upon request, typically $10,000+ per user annually with tiered plans based on firm size and features.
Allvue Systems
enterpriseEnd-to-end investment management software for private equity, credit, and alternative asset managers.
Allvue's unified data model that seamlessly handles both private equity and credit workflows in one platform
Allvue Systems provides a comprehensive, cloud-based investment management platform tailored for private markets, including private equity, private credit, real estate, and infrastructure. It offers end-to-end functionality for portfolio management, accounting, fund administration, investor portals, and CRM. The software emphasizes data unification, automation, and scalability to support asset managers from mid-market to enterprise levels.
Pros
- Unified platform covering front-to-back office operations across multiple asset classes
- Robust analytics, reporting, and investor portal capabilities
- Scalable architecture with strong API integrations for enterprise needs
Cons
- High implementation costs and timeline for full deployment
- Steep learning curve for non-technical users
- Pricing can be prohibitive for smaller firms
Best For
Mid-sized to large private equity and private credit managers needing a scalable, integrated solution for complex portfolios.
Pricing
Custom enterprise pricing, typically starting at $100,000+ annually based on users, modules, and assets under management.
Dynamo Software
enterpriseIntegrated software suite for fundraising, investor relations, portfolio management, and reporting in private markets.
Dynamo Intelligence AI-driven analytics for predictive investor insights and deal sourcing recommendations
Dynamo Software offers a comprehensive CRM platform designed specifically for private markets, including private equity, venture capital, real estate, and family offices. It streamlines investor relationship management, fundraising workflows, deal pipeline tracking, and portfolio monitoring through an integrated investor portal and advanced reporting tools. The solution emphasizes customization, compliance, and data security to support alternative investment firms in scaling operations efficiently.
Pros
- Robust end-to-end functionality for fundraising and IR
- Highly customizable workflows and reporting
- Strong security and compliance features for regulated environments
Cons
- Steep learning curve due to extensive customization options
- Pricing can be prohibitive for smaller firms
- Limited out-of-the-box integrations compared to newer SaaS competitors
Best For
Mid-market private equity and venture capital firms needing a scalable, feature-rich CRM for complex investor and deal management.
Pricing
Custom enterprise pricing, typically starting at $40,000-$60,000 annually based on users and modules, with implementation fees.
Grata
specializedAI-driven deal sourcing and company intelligence platform for private equity and growth investors.
Proprietary dataset of 15M+ private companies with enriched relationship mapping and AI-powered deal signals
Grata is a data intelligence platform tailored for private markets, providing access to a proprietary database of over 15 million private companies, including funding rounds, investors, executives, and deal histories. It enables users to conduct advanced searches, build targeted lists, and gain AI-powered insights for deal sourcing and relationship mapping. The platform integrates with CRMs like Salesforce to streamline workflows for private equity, venture capital, and investment banking professionals.
Pros
- Vast proprietary database covering millions of private companies with verified data
- Advanced AI-driven search, filtering, and relationship intelligence tools
- Strong CRM integrations and pipeline management capabilities
Cons
- Enterprise-level pricing can be prohibitive for smaller firms or solo users
- Occasional data gaps in niche or emerging markets
- Initial learning curve for leveraging advanced analytics features
Best For
Mid-sized private equity and venture capital firms focused on efficient deal origination and investor relationship management.
Pricing
Custom enterprise pricing via sales quote; typically $50,000+ annually based on user seats, data access, and custom features.
4Degrees
specializedRelationship intelligence platform that uncovers and manages connections for deal origination in private markets.
AI-powered Relationship Intelligence that automatically surfaces forgotten connections and optimal warm intro paths
4Degrees is a relationship intelligence platform tailored for private markets professionals in private equity, venture capital, and investment banking. It automatically captures interactions from email, calendars, LinkedIn, and other sources to build a dynamic map of professional networks. The tool enables deal sourcing through warm introductions, relationship nurturing, and insights into past engagements, enhancing CRM capabilities specifically for relationship-driven workflows.
Pros
- Automated capture and organization of relationship data from multiple sources
- Powerful network visualization and AI-driven introduction recommendations
- Seamless integrations with Gmail, Outlook, Salesforce, and LinkedIn
Cons
- Enterprise pricing can be prohibitive for small firms or solo users
- Lacks comprehensive deal execution or portfolio management tools
- Full value requires team-wide adoption and data hygiene
Best For
Private markets dealmakers in PE/VC firms who prioritize network leverage for sourcing and fundraising over full lifecycle management.
Pricing
Custom enterprise pricing upon request; typically starts at $100-200/user/month for teams, with annual contracts.
Navatar
enterpriseInvestment CRM built on Salesforce for alternative asset managers handling deal flow and client relationships.
Native handling of private markets data models like multi-tier waterfalls and carried interest calculations
Navatar is a Salesforce-native CRM platform tailored for private markets, including private equity, venture capital, hedge funds, and family offices. It provides end-to-end functionality for deal sourcing, investor onboarding, portfolio management, fundraising, and compliance reporting. By leveraging Salesforce's infrastructure, Navatar offers customizable workflows and data models optimized for alternative investments.
Pros
- Highly customizable with Salesforce AppExchange ecosystem
- Industry-specific tools for capital calls, waterfalls, and LP reporting
- Strong integrations for deal flow and portfolio monitoring
Cons
- Steep learning curve due to Salesforce complexity
- High implementation and customization costs
- Limited out-of-the-box simplicity for smaller teams
Best For
Mid-market private equity and venture capital firms needing scalable, customizable CRM for complex investor relations.
Pricing
Subscription-based starting at ~$125/user/month plus Salesforce licensing; custom enterprise pricing common.
Juniper Square
specializedInvestor portal and asset management platform focused on real estate and private markets fundraising.
The self-service Investor Portal, enabling seamless, branded access to personalized fund data and documents without manual intervention
Juniper Square is a cloud-based platform tailored for real estate investment management within private markets, streamlining investor relations, fund accounting, CRM, and portfolio reporting. It offers a secure client portal for investors to access personalized reports, documents, and performance data in real-time. The software automates workflows like capital calls, distributions, and compliance filings, integrating with accounting systems such as Yardi and QuickBooks.
Pros
- Highly intuitive interface with mobile-friendly client portal
- Robust automation for investor communications and reporting
- Strong compliance tools and data security features
Cons
- Pricing can be steep for smaller firms
- Primarily optimized for real estate, less flexible for other asset classes
- Some advanced customizations require additional development
Best For
Real estate general partners and fund managers handling investor relations and fund administration for mid-sized portfolios.
Pricing
Custom quote-based pricing, typically starting at $15,000-$25,000 annually depending on AUM and user count.
PitchBook
enterpriseLeading data and analytics platform providing insights on private market companies, deals, and investors.
Proprietary private markets database with over 3.5 million companies, 1.7 million deals, and granular LP/GP relationships for unmatched benchmarking and trend analysis
PitchBook is a premier data and analytics platform specializing in private markets, delivering comprehensive intelligence on private equity, venture capital, mergers & acquisitions, companies, funds, and limited partners. It enables users to access detailed profiles, transaction histories, performance benchmarks, and market trends through advanced search, visualization tools, and export capabilities. The platform supports investment professionals in deal sourcing, due diligence, fundraising, and portfolio monitoring with real-time data and customizable reports.
Pros
- Extensive proprietary database with millions of private market data points including deals, funds, and investors
- Advanced analytics, benchmarking, and visualization tools for in-depth market insights
- Seamless integrations like Excel add-ins, APIs, and CRM connectors for workflow efficiency
Cons
- Premium pricing that may be prohibitive for smaller firms or individual users
- Steep learning curve due to the depth and complexity of features
- Occasional reports of data lags or inconsistencies in niche segments
Best For
Large private equity firms, venture capital investors, and investment banks requiring deep private markets data for deal sourcing and due diligence.
Pricing
Enterprise-level custom pricing, typically $25,000–$100,000+ annually per seat depending on modules and user count, with multi-year contracts.
Carta
enterpriseCap table management and equity management software supporting private market transactions and compliance.
CartaX secondary marketplace enabling efficient private share trading and liquidity for pre-IPO companies
Carta is a leading equity management platform designed for private companies, providing comprehensive cap table management, automated 409A valuations, compliance tools, and investor reporting. It extends into private markets with CartaX, a marketplace for secondary share transactions, and fund administration services for LPs and GPs. The platform streamlines equity issuances, transfers, and stakeholder communications, making it a go-to for startups and growth-stage firms navigating complex ownership structures.
Pros
- Robust cap table automation and real-time data accuracy
- Integrated secondary marketplace (CartaX) for liquidity
- Strong compliance and valuation tools including 409A automation
Cons
- High pricing that scales quickly with company size
- Steep learning curve for advanced features
- Limited customization for highly unique deal structures
Best For
Growth-stage private companies and VCs managing complex cap tables and seeking secondary liquidity options.
Pricing
Custom enterprise pricing starting at ~$10,000/year for early-stage companies, scaling based on stakeholders, shares outstanding, and add-ons like CartaX.
Conclusion
The best private markets software proves diverse in capabilities, with DealCloud leading as the top choice for its comprehensive CRM and workflow automation, ideal for streamlining deal team operations. Close behind, Affinity and Allvue Systems shine—Affinity’s AI relationship intelligence excels for connecting investors, and Allvue offers robust end-to-end management for broader asset needs, making them strong alternatives for specific priorities. Together, these tools set the standard for efficiency in private markets, catering to varied roles and goals.
Elevate your private markets workflow by trying DealCloud, the top-ranked solution, and discover how its integrated tools can enhance performance for deal teams, managers, and investors.
Tools Reviewed
All tools were independently evaluated for this comparison