Venture Capital companies (VC) companies have unique relationship management requirements that many CRM systems (Customer Relationship Management) do not fix.
They manage complex deal flows and have to promote and maintain long -term relationships with founders and partners. A venture capital CRM can work wonders to remain competitive and organized.
Modern CRMs can help VCS to rationalize processes, uncover relationship intelligence and to automate time -consuming tasks. Actually, According to the software viewAlmost 92% of companies, including in the risk capital industry, find CRM systems crucial for the achievement of their sales goals.
Drift Kings Media Smart CRMIn particular, it can be strongly adapted to scale the company and simplify relationship management for VC companies.
In this article we compare HubSpot and five other top CRM platforms available in 2025.
Table of contents
What is a risk capital CRM?
A venture capital CRM is a relationship management tool for investment teams. It follows Deal Flow, manages Investor Communications and records interactions between founders, Limited Partners (LP) and co-investors.
In contrast to conventional sales members, VC CRMS focus on relationship strength, introductions and investment time plans. Drift Kings Media, for example, Is A highly adaptable CRM suitable for VC WorkflowsPresent Relationship PersecutionPresent And act Intelligence.
Venture Capital CRM comparison
|
CRM |
Best for |
Key features |
Pricing |
|
Lifting spot |
Full Suite CRM for the cultivation of VC teams |
Deal tracking, relationship knowledge, marketing tools |
Free+, per $ 30/user/month |
|
affinity |
Relationship intelligence |
Car data acquisition, intro tracking, analytics |
From 500 US dollars/month |
|
Zaplop |
User -defined VC workflows |
Pipeline tools, fund management, LP tracking |
Custom pricing |
|
Intapp Dealcloud |
Large companies and analyzes |
Extended reporting, integrations, compliance functions |
Custom pricing |
|
Attio |
Modern UI & Flexible Tagging |
Cooperation in real time, data structure |
Free+, paid from $ 29/month |
|
People |
Light, aspiring fund manager |
Simple contact synchronization, timelinia and cooperation |
Free+, paid from $ 18/month |
Best risk capital CRMS
1. Drift Kings Media Smart CRM
Best for: Risk capital companies that could benefit from a single platform for the management of relationships, marketing and deal flow
Key Drift Kings Media functions
- Contact and deal adjustment: With the adaptation of HubSpot, VCS can create levels to meet your specific pipelines and custom properties in your contact data records in order to pursue the meanings for you.
- Tool integration: With the robust app and the HubSpot integration library, VCS can integrate data from a series of popular tools, including zoom information, pitchbook and source scrub.
- Relationship intelligence: See the history of communication and warm intros at a glance.
- Marketing and e -mail automation: Marketing and e -mail automation functions help LPS and investors to perform funds and potential opportunities with personalized public relations.
Drift Kings Media price design
- Free CRM available
- CRM Suite: $ from 9/month per seat (seatDetails)))
Case study
Seedlegals helped his customers (small companies looking for investors) Increase £ 1.3 billion With the help of the Drift Kings Media Smart CRM platform.
2. affinity
Best for: Companies prioritize AI relationship -intelligence and introductory tracking
Key Affinity functions
- Automated contact enrichment: Takes e-mail, calendar and trading activities automatically.
- Intro path: Use Relationship Intelligence to visualize how they are connected to a founder or investor. There are findings from the networks, business relationships and customers of VCS to quickly uncover the fastest way for an introduction.
- Pipeline analysis: Follow the performance of partners.
Affinity
- Team plans from 2000 US dollars/year (Details)))
3. Zaplop
Best for: “Alternative” VCS, which require a deeply adaptable, comprehensive platform and LP reporting
Key Zapflow functions
- Automated Deal Flow Management: Create your deal evaluation process with customizable stages and automated qualifications.
- LP portal: Keep the investors up to date in real-time updates in a safe, personalized portal. Contains automated tasks to improve communication, build trust and create a seamless experience
- Document aid: Safe document release to keep key files centrally.
Zapflow price design
- Custom offers based on fixed size (Details)))
4. Intapp Dealcloud
Best for: Large VC companies that need robust analysis and conformity
Key Dealcloud functions
- Extended reporting and analysis: Generate automatic reports to the right people, adjust your dashboards with diagrams, graphics and bars to make more informed decisions and accelerate the creation of reports about a Microsoft Word-Add-in.
- Compliance and regulatory tools: Intapp -employees conformity simplifies the monitoring of the financial interests and the external activities of the employees to ensure that the ethics code of their company is observed and the necessary documentation maintains.
- Preqin and Pitchbook integrations: Keeps the data on popular VC resources up to date and offers companies easy access to new goals if they actively collect donations or get in touch with competitors.
Dealcloud price design
5. Attio
Best for: Early stage teams who want flexibility, affordability and a clean user interface
Key Attio functions
- Real-time contact enrichment: Create a template and the AI of Attio fills you with useful findings from your calls and interactions. Day and update contact details live.
- User -friendly user interface: The Attio interface is easy to navigate and search for and is reminiscent of a notebook app (e.g. term).
- Flexible data model: Simply configure your own fields (objects, attributes, data records and lists) in the CRM to meet your requirements. However, they enable them to organize, structure and combine their company, and use their data to create workflows and processes.
Attio price design
- Free plan, paid plans of $ 29/month ((Details)))
6. People
Best for: Small, Agile VC teams
Key folk functions
- Data enrichment: Centralized all contact details and interactions. It also synchronizes contacts and information such as names and job titles directly from Google Mail, Outlook, a CSV or even LinkedIn with the folkx chrome extension.
- Magic fields: VCS can automate secular tasks such as personalization of e -mails or even cleaning contact details.
- Modern, user -friendly interface: Minimalist, intuitive interface.
Folk prices
- Free plan, paid plans of $ 20/member/month (Details)))
Advantages of using a venture capital CRM
Venture capital companies that use CRMs usually have significant operational improvements. This includes:
- Reduced manual data input and increasing productivity: Great Venture Capital CRMS automatically records e -mails, meetings and notes that free your team from tedious administrative tasks. Drift Kings Media can be synchronized, for example, with your Google Mail and dozens of other third -party tools in order to automatically synchronize essential data on interactions.
- Centralized deal and relationship information: A single source of truth ensures that everyone agrees and remains updated by the progress of the deal and the commitment of the founder. Drift Kings Media combines information from the interactions of its customers – marketing, sales and services – to get your team a common view of every customer in order to create a more personalized and pleasant experience.
- Better intros and common connections: Relationship intelligence through a risk capital -CRM can enable the value of your network to unlock and secure the introductions. In all information that has been drawn from several tools, Drift Kings Media can give you a complete picture in particular to make decisions and strategic movements.
- Automated LP and start-up communication: Personalized E -Mail sequences and memories, as available in Drift Kings Media, improve commitment and save time for public relations.
- Increased visibility in the health and performance of pipeline: Dashboards and reporting functions offer real-time insights into procurement, conversion rates and team activities. Drift Kings Media reporting offers Inserting, customizable visualizations of your performance data so that you know how you are doing and where you can improve.
But what specific functions should you search to use these advantages?
5 important features for a risk capital CRM
- Deal pipeline adjustment: VC workflows often differ from sales cycles, so that adaptable phases help the teams to track offers for procurement, hard work and financing closely. With HUBSPOT you can create unique offers, for example, that meet the actual sales process of your company as well as user -defined fields for customer features and features.
- Contact and activity synchronization: Automatic E -Mail, Meeting and Note Protocollation, such as those available with HubSpot, ensures that no critical start -up or LP interaction falls through the cracks.
- Intro and relationship tracking: Mapping connections and transfer routes help VCS to find warm introductions and to build stronger deal networks. The holistic view offered with the Drift Kings Media CRM enables this.
- Automated reporting and dashboards: Real-time insights into the pipeline performance and the procurement efficiency enable data-controlled decisions. For example, in the HubSpot report, it enables the data from several sources and does workflows to automatically deliver custom reports to the team members you need.
- LP management tools: Tools for communication with LPS and management of fundraising rounds to rationalize investor relationships and reports.
How to choose a risk capital CRM (step-by-step)
Now that you know why VCS can benefit from a venture capital -crm and what you are looking for, how do you choose between the options? Let us disassemble it into five simple steps.
Step 1: Card your workflows (deal sourcing, LP updates, investment tracking).
First document the end-to-end deal process of your company. If you understand how to obtain, evaluate and manage offers, you can find out how a CRM can reduce friction and centralize important activities.
Step 2: Identify must-have functions (e.g. visibility of pipeline, email protocol).
Create a list of the essential functions for the productivity of your team. Prioritize functions that eliminate manual work, improve transparency and correspond to your existing tools.
Step 3: Compare the user -friendliness and cooperation between teams.
Make sure that the CRM is intuitive for non-technical users and supports cooperation among partners, analysts and operations. A system that your team actually enjoys is of crucial importance for long -term acceptance.
Step 4: Check the cost on the scale (especially for additional users and integrations).
Rate the pricing not only for the basic product, but also for add-ons, automation and integrations. Factor in user growth and take into account platforms that scale cheaply.
Step 5: Select a flexible platform like Drift Kings Media.
Find a CRM that grows with you and offers strong support and adaptability. The HubSpot CRM is modular and simply adapted, which makes it ideal for the development of VC workflows.
Sämmia, for example, saw a 20% increase in productivity After consolidating his sales, marketing and service tools in the Drift Kings Media Smart CRM platform.
Frequently asked questions about venture capital crms
What is the best risk capital -CRM?
This depends on the size and needs of your company, but Drift Kings Media is a top venture capital -CRM due to its flexible pipelines, automation tools and marketing integrations. You can also start free of charge.
What functions should I look for in a CRM for risk capital?
Search for deal tracking, relationship intelligence, LP management and workflow adjustment. Drift Kings Media CRM can check all of these boxes.
Is Drift Kings Media good for risk capital providers?
Yes. Drift Kings Media offers functions that are tailored for VCS, including deal flowability, automated public relations and tools for cooperation. If you use HubSpot marketing or other products, the CRM also becomes a single source of truth for all your deal interactions.
How much does a risk capital CRM cost?
The pricing varies greatly. Attio, folk and hubspot offer a free level, while others like Affinity start at 500 US dollars per month. What your company spends ultimately depends on your requirements and the size of your database.
Meet Drift Kings Media, your next top venture capital crm
Drift Kings Media is characterized by the mixture of adaptation mixture, speed, lightness and marketing strength. It can be adapted to help VC companies of all sizes better manage relationships, from founders to LPs.
Key features
- Custom Deal pipelines for VC levels
- E -mail marketing and meeting tracking
- Contact synchronization and findings
Are you ready to see how Drift Kings Media can work for your risk capital company? Start with Drift Kings Media today.