6 best venture capital CRMs in 2025

Venture capital (VC) firms have unique relationship management needs that many customer relationship management (CRM) systems don’t address.

They manage complex deal flows and must nurture and maintain long-term relationships with founders and partners. A venture capital CRM can work wonders to stay competitive and organized.

Modern CRMs can help VCs streamline operations, uncover relationship intelligence, and automate time-consuming tasks. In fact, according to Software Glimpse, nearly 92% of businesses, including those in the venture capital industry, find CRM systems crucial for achieving their revenue goals.

HubSpot Smart CRM, in particular, can be heavily customized to scale operations and simplify relationship management for VC firms.

In this article, we’ll compare HubSpot and five other top venture capital CRM platforms available in 2025. You’ll find a side-by-side table, feature breakdowns, use case summaries, and a how-to guide for choosing the right solution.

Table of Contents

• What is a venture capital CRM?
• CRM Comparison Table
• Best Venture Capital CRMs
• Benefits of Using a Venture Capital CRM
• 5 Important Features for a Venture Capital CRM
• How to Choose a Venture Capital CRM (Step-by-Step)
• Frequently Asked Questions about Venture Capital CRMs
• Meet HubSpot, the Next Top Venture Capital CRM

What is a venture capital CRM?

A venture capital CRM is a relationship management tool designed for investment teams. It tracks deal flow, manages investor communications, and captures interactions across founders, limited partners (LP), and co-investors.

Unlike traditional sales CRMs, VC CRMs focus on relationship strength, introductions, and investment timelines. HubSpot, for instance, is a highly customizable CRM suited for VC workflows, relationship tracking, and deal intelligence.

Venture Capital CRM Comparison

1. HubSpot Smart CRM

Best for: Venture capital firms that could benefit from using a single platform for managing relationships, marketing, and deal flow

Key HubSpot Features

• Contact and deal customization: HubSpot’s customization allows VCs to create stages to match their specific pipelines as well as custom properties within their contact records to track the information that matters to them.
• Tool integration: HubSpot’s robust app and integration library allows VCs to integrate data from a number of popular tools, including ZoomInfo, PitchBook, and SourceScrub.
• Relationship intelligence: See communication history and warm intros at a glance.
• Marketing and email automation: Marketing and email automation features help inform LPs and investors about fund performance and potential opportunities with personalized outreach.

HubSpot Pricing

• Free CRM available
• CRM Suite: $Starting at 9/month per seat (details)

Case Study

SeedLegals helped its customers (small businesses looking for investors) raise 1.3 billion British Pounds with the help of the HubSpot Smart CRM Platform.

2. Affinity

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Best for: Firms prioritizing AI relationship intelligence and introduction tracking

Key Affinity Features

• Automated contact enrichment: Automatically pulls in email, calendar, and deal activity.
• Intro paths: Uses Relationship Intelligence to visualize how you’re connected to a founder or investor. It pulls insights from VC’s networks, business relationships, and client interactions to quickly uncover the fastest path for an introduction.
• Pipeline analytics: Track performance across partners.

Affinity Pricing

• Team plans starting at $2000/user/year (details)

3. Zapflow

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Best for: “Alternative” VCs needing a deeply customizable, comprehensive platform and LP reporting

Key Zapflow Features

• Automated deal flow management: Tailor your deal evaluation process with customizable stages and automated qualifying checklists.
• LP portal: Keep investors informed with real-time updates in a secure, personalized portal. Includes automated tasks to enhance communication, build trust, and create a seamless experience
• Document vault: Secure document sharing to keep key files central.

Zapflow Pricing

• Custom quotes based on firm size (details)

4. Intapp DealCloud

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Best for: Large VC firms needing robust analytics and compliance

Key DealCloud Features

• Advanced reporting and analytics: Generate and send automatic reports to the right people, customize your dashboards with charts, graphs, and grids to help you make more informed decisions, and expedite report creation via a Microsoft Word add-in.
• Compliance and regulatory tools: Intapp Employee Compliance simplifies monitoring employee financial interests and external activities, ensuring adherence to your firm’s code of ethics and maintaining necessary documentation.
• Preqin and PitchBook integrations: Keeps data up to date from popular VC resources and gives firms easy access to new targets when actively fundraising or engaging with competitors.

DealCloud Pricing

• Custom quotes based on firm size, but according to Capterra, it tends to start around $250/month (details)

5. Attio

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Best for: Early-stage teams wanting flexibility, affordability, and a clean UI

Key Attio Features

• Real-time contact enrichment: Create a template and Attio’s AI fills it out with useful insights from your calls and interactions. Tag and update contact data live.
• User-friendly UI: Attio’s interface is simple to navigate and search, reminiscent of a notebook app (e.g., Notion).
• Flexible data model: Easily configure your own fields (objects, attributes, records, and lists) in the CRM to meet your needs. It allows you to organize, structure, and connect however suits your business, and then use your data to build workflows and processes.

Attio Pricing

• Free plan, Paid plans from $29/month (details)

6. Folk

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Best for: Small, agile VC teams

Key Folk Features

• Data enrichment: Centralizes all contact data and interactions. It also syncs contacts and information like names and job titles directly from Gmail, Outlook, a CSV, or even LinkedIn using the FolkX Chrome extension.
• Magic fields: VCs can automate mundane tasks like personalizing emails or even cleaning up contact data.
• Modern, user-friendly interface: Minimalist, intuitive interface.

Folk Pricing

• Free plan, Paid plans from $20/member/month (details)

Benefits of Using a Venture Capital CRM

Venture capital firms using CRMs typically experience significant operational improvements. These include:

• Reduced manual data entry and boosted productivity: Great venture capital CRMs automatically capture emails, meetings, and notes, freeing your team from tedious administrative tasks. HubSpot, for instance, can be synced with your Google Mail and dozens of other third-party tools to sync essential data on interactions automatically.
• Centralized deal and relationship information: A single source of truth ensures everyone stays aligned and updated on deal progress and founder engagement. HubSpot unites information from your customers’ interactions — marketing, sales, and services—giving your team a shared, complete view of every customer to create a more personalized, enjoyable experience.
• Better intros and shared connections: Relationship intelligence through a venture capital CRM can surface your network’s value, making unlocking introductions and securing meetings easier. With all of the information pulled from multiple tools, HubSpot can especially give you a complete picture to make decisions and strategic moves.
• Automated LP and founder communications: Personalized email sequences and reminders, like those available in HubSpot, improve engagement while saving time on outreach.
• Increased visibility into pipeline health and performance: Dashboards and reporting features provide real-time insights into sourcing, conversion rates, and team activity. HubSpot Reporting offers in-depth, customizable visualizations of your performance data, so you know how you’re doing and where to improve.

But what specific features should you be looking for to reap these benefits?

5 Important Features for a Venture Capital CRM

1. Deal pipeline customization: VC workflows often differ from sales cycles, so customizable stages help teams accurately track deals across sourcing, diligence, and funding. HubSpot, for example, allows you to create unique deal stages to match your company’s actual sales process as well as custom fields for customer traits and characteristics.
2. Contact and activity syncing: Automatic email, meeting, and note logging, like that available with HubSpot’s integrations, ensures that no critical founder or LP interaction falls through the cracks.
3. Intro and relationship tracking: Mapping connections and referral paths helps VCs find warm introductions and build stronger deal networks. The holistic view offered with the HubSpot CRM enables this.
4. Automated reporting and dashboards: Real-time insights into pipeline performance and sourcing efficiency enable data-driven decisions. For instance, HubSpot Reporting allows you to pull data from multiple sources and set up workflows to automatically deliver custom reports to the team members who need them.
5. LP management tools: Tools for communicating with LPs and managing fundraising rounds to streamline investor relations and reporting.

How to Choose a Venture Capital CRM (Step-by-Step)

Now that you know why VCs could benefit from a venture capital CRM and what to look for, how do you choose among the options? Let’s break it down into five simple steps.

Step 1: Map your workflows (deal sourcing, LP updates, investment tracking).

Start by documenting your firm’s end-to-end deal process. Understanding how you source, evaluate, and manage deals will help you identify how a CRM can reduce friction and centralize key activities.

Step 2: Identify must-have features (e.g., pipeline visibility, email logging).

Make a list of the essential capabilities for your team’s productivity. Prioritize features that eliminate manual work, improve transparency, and fit your existing tools.

Step 3: Compare ease of use and team collaboration.

Ensure the CRM is intuitive for non-technical users and supports collaboration across partners, analysts, and operations. A system that your team actually enjoys using is critical for long-term adoption.

Step 4: Check cost at scale (especially with added users and integrations).

Evaluate pricing not just for the base product, but for add-ons, automation, and integrations. Factor in user growth and consider platforms that scale affordably.

Step 5: Choose a flexible platform, like HubSpot.

Look for a CRM that grows with you, offering strong support and adaptability. HubSpot’s CRM is modular and easy to customize, making it ideal for evolving VC workflows.

SeedLegals, for instance, saw a 20% increase in productivity after consolidating its sales, marketing, and service tools into the HubSpot Smart CRM platform.

Frequently Asked Questions about Venture Capital CRMs

What is the best venture capital CRM?

This depends on your firm’s size and needs, but HubSpot is a top venture capital CRM due to its flexible pipelines, automation tools, and marketing integrations. Plus, you can get started for free.

What features should I look for in a CRM for venture capital?

Look for deal tracking, relationship intelligence, LP management, and workflow customization. HubSpot CRM can check all these boxes.

Is HubSpot good for venture capitalists?

Yes. HubSpot offers features tailored for VCs, including deal flow visibility, automated outreach, and collaboration tools. If you’re using HubSpot Marketing or other products, the CRM will also become a single source of truth for all your deal interactions.

How much does a venture capital CRM cost?

Pricing varies widely. Attio, Folk, and HubSpot offer a free tier, while others like Affinity start at $500/month. What your firm spends will ultimately depend on your needs as well as the size of your database.

Meet HubSpot, Your Next Top Venture Capital CRM

HubSpot stands out for its blend of customization, speed, ease, and marketing power. It can be adapted to help VC firms of all sizes manage relationships better, from founders to LPs.

Key Features

• Custom-built deal pipelines for VC stages
• Email marketing and meeting tracking
• Contact syncing and insights

Ready to see how HubSpot can work for your venture capital firm? Get started with HubSpot today.