Supercharge your dealflow and your workflow with Pipeline, a CRM designed for venture capital.

Pipeline is a user-friendly CRM platform designed to streamline your workflow. Our investor-focused tools help organize and automate your deal flow management, deal tracking and due diligence, to help you make informed decisions, all without missing a deadline. Whether you're a seasoned professional, or a part-time angel investor, Pipeline is the VC CRM built for your workflow.

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Why choose Pipeline as your CRM Platform?

Stay organized

Keep your data in one place, and never forget to follow up with a company or contact.

Track and evaluate deals with the right CRM tool

Manage your deal flow from start to finish with our customizable deal flow manager.

Make informed investment decisions

Access firmographic data from Crunchbase to support your sourcing and due diligence processes.

Save time on your daily deal flow tasks

We provide the information you need at your fingertips, reducing context-switching, and automating data entry.

Grow your network

We provide the tools you need to maintain relationships with key professional contacts.

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CRM Features Designed with VC Investors in Mind

Pipeline CRM is designed for both professional and part-time investors. It is a fun, contemporary, and fresh take on a classic CRM platform, focused on real investor needs.

Customization Options: Make Pipeline your own with custom statuses, views or filters.
Deal tracking: Keep track of your deals from initial contact to closing.
Data enrichment: Sync company-level firmographic data such as headcount, location, sector, funding history and more, directly into your deal pipeline.
Contact management: Manage your contacts, including, shared deals, notes, and investment interests.
Task management: Keep track of your tasks, deadlines, and priorities - by deal or by contact.
Reminders: Set reminders so you don’t forget to follow up with that prospect or portfolio company.
Note Taking: Write and view notes related to a deal or a contact, so your information is in the right place, at the right time.
Analytics (Coming soon): View KPIs across your entire deal pipeline and portfolio to understand your efficiency and historical trends.
Team Management (Coming soon): Share a single deal pipeline across your entire team. Assign tasks, control permissions, and more.

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Integrations

Crunchbase: Automatically sync company-level data from Crunchbase including firmographics, funding history, sectors, and more.
Additional Integrations: Three new integrations to be announced soon that will help save you hours per week, and put the data you need at your fingertips.

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Pricing

Free Trial

Access to all Premium Features

Free for 30 days

Premium

Core CRM
Deal Flow Manager
Crunchbase Integration
Notes, Tasks & Reminders
Contacts Manager
Customization Tools
Import Wizard

$30 /user/month

Pro

To be announced

Coming Soon

Try Pipeline today. Start for free.

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