Build your own CRM for venture capital, no code required
Manage deals, track investments, and streamline workflows with a customizable CRM tailored to your venture capital firm's needs.
Customize your CRM around your processes
Set up a venture capital CRM with just the views and workflows your team needs. Easily adapt your setup as your deal flow or processes evolve.
Deal pipeline tracking
Investor relationship management
Document and data room sharing
Meeting and activity logging
Portfolio company tracking
Custom reporting and dashboards
Bring all your investment data together in real time
Connect spreadsheets, CRMs, and deal management systems with real-time sync—or manage everything in Softr Databases. Create a single source of truth for your investments.
Custom access for every team. Built-in security, no dev time.
Empower your VC team with tailored access to deal flows, contacts, and reports. Set up secure logins, user groups, and precise permissions—no IT help needed.
Advanced permissions
Give investment team members, advisors, or admins custom dashboards and access based on their role in the VC workflow.
User groups
Give investment team members, advisors, or admins custom dashboards and access based on their role in the VC workflow.
Automations
Connect with tools like Make, Zapier, or N8N to automate deal tracking, email notifications, and data syncs.
Works on any device
Track deals, investor updates, or contacts on any device. Your VC CRM is mobile-ready out of the box.
Easy, secure logins
Let your team log in securely with Google, email, or SSO—no need for IT tickets or manual setup.
Security
Protect sensitive investor and portfolio data with SOC2 and GDPR compliant security controls.
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Put AI to work for VCs
Let your team ask AI about deals, contacts, or pipeline and get instant insights right inside your venture CRM portal.
Why Softr vs other software
No more one-size-fits-all tools or costly custom builds. Softr is easy to use and fully customizable, so you can launch faster, adapt as you grow, and skip the complexity of traditional software.
Easy, fast setup
Launch your venture capital CRM in minutes with drag-and-drop blocks and ready-made templates.
Consolidate your stack
Add deal tracking, LP portals, or reporting tools as your fund’s needs evolve—no rebuilds needed.
Flexible as you grow
Start with your CRM, then add deal rooms, investor dashboards, or forms—all in one place.
Build a fully custom CRM for venture capital in minutes
Connect to your data in seconds
Integrate with your spreadsheets and databases, including Airtable, SQL, Hubspot, Google Sheets, Supabase, BigQuery, and more—in just a few clicks. Your data is always secure and in sync.
Customize layout and logic
Drag and drop customizable building blocks with various views and functionalities. Granular permissions allow you to control what data each user can access, and which actions they can take.
Publish and launch
Ship applications that your team will love in minutes or hours, instead of days or weeks. Deploy on both desktop and mobile.
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Frequently asked questions
Build your CRM for venture capital in minutes