Build a CRM for venture capital without code
Track deals, manage founders, and monitor performance in an AI-powered CRM for venture capital you customize to fit your firm's workflow.
Build exactly what your firm needs
Customize a CRM for venture capital that looks sleek and modern out of the box. Add only the features you need, and iterate as deals evolve.
Deal flow pipeline tracking
Portfolio performance dashboards
Founder pitch submissions
AI-powered due diligence
LP relationship management
Investment approval workflow
Unify your investment data in real time
Connect deal pipelines, founder decks, and LP records from multiple tools—or manage everything in Softr Databases. Create a single source of truth for your venture firm.
Custom access for every team. Built-in security.
Give each analyst and GP the right data and access. Set up secure logins, user groups, and granular permissions—no IT support or dev work needed.
Advanced permissions
Give different team members tailored access and dashboards, so each role sees just the portfolio companies and pipelines they need.
User groups
Give different team members tailored access and dashboards, so each role sees just the portfolio companies and pipelines they need.
Automations
Streamline your investment processes with Softr Workflows. Trigger native notifications for deal approvals or status changes to keep firm operations moving.
Works on any device
Access and update your CRM for venture capital on the go during pitch meetings. All apps are mobile-ready out of the box.
Easy, secure logins
Use Google, email, or SSO logins to give your team fast, secure access to the venture database—no IT tickets needed.
Security
Keep proprietary deal and LP data safe with SOC2 and GDPR compliance, plus fine-tuned access control at every level.
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
Build your CRM for venture capital in minutes with AI—no dev time or complex firm configuration is needed.
Consolidate your stack
Add features like due diligence checklists or LP reporting as your workflows evolve—without needing to rebuild.
Flexible as you grow
Start with a CRM, then add founder portals, team dashboards, or pitch forms—all in one place with no extra tools.
Generate a custom CRM for venture capital with AI
Co-build with AI
Simply describe what you need. Let Softr handle everything - Interface, database, workflows.
Iterate with AI or visually
Control most critical parts of your app yourself - roles, permissions, security.
Ship the same day
Invite team members or external clients and partners right away. No developer handover.
The go-to platform for business operations
Use drag-and-drop blocks to build a portal that looks sleek and modern out of the box. Add only the features you need, and iterate as your workflows evolve.
Minerva Network increased athlete registrations by 50% with a custom CRM and portal
Celonis built a GTM knowledge base for 1,500+ team members
Urban's Group increased productivity by 25% with a custom ERP system
Frequently asked questions
Generate your CRM for venture capital with AI
Describe your firm's pipeline. Softr's AI builds your investment tool in minutes. No dev needed.