Deal pipeline, LP fundraising tracker and relationship health scoring, purpose-built for Private Equity and Venture Capital — with a Claude Sonnet 4.6 assistant watching every signal.
From sourcing to closing — deal flow and investor relations in a single view.
Sourcing → Screening → IC Review → Due Diligence → Negotiation → Closing → Portfolio. Fully configurable stages and conversion rates per step.
Track prospects from Prospect to Closed across a 7-stage funnel, with a live thermometer against your fund target.
Automatic scoring from interaction frequency and quality. Instantly see who's Hot, Warm, Cold or Dormant.
Analyzes past interactions to surface which team member knows a contact best — before you ask for an intro.
Deterministic + AI-generated alerts on stagnant deals, dormant contacts, hot LPs and fundraising gaps — prioritized by urgency.
Market opportunity, team, financials, ESG, strategic fit and timing — weighted and fully configurable per fund strategy.
Log meetings, calls, emails and notes with sentiment tracking and next-follow-up scheduling — synced in real time across the team.
Viewer, Editor and CRM Admin roles, scoped per enterprise, with a full audit trail of every create/update/delete action.
Add contact, new deal, log interaction, add LP prospect, run AI analysis or export the full CRM — all from one toolbar.
Whether you're sourcing deals or raising a fund, the CRM adapts to your workflow.
Track sourcing to closing, log every touchpoint, and let AI flag deals losing momentum before you do.
Manage the full LP fundraising funnel, prioritize hot prospects, and track soft vs. hard commitments in real time.
Get a single dashboard view of pipeline value, fundraising progress, team activity and AI-prioritized next actions.
Relationship intelligence that runs itself in the background.
Add contacts, deals and LP prospects. Log every meeting, call and email — synced instantly across your whole team.
Relationship health, deal AI scores and LP funnel stages update automatically as new interactions come in.
Claude Sonnet 4.6 surfaces the highest-priority actions each day — stagnant deals, cold LPs, overdue follow-ups.
Learn from the workflows, tips and best practices shared across our Learning Paths — curated from what our community reads the most.
Join investment teams using Mextyl CRM to manage relationships, track fundraising, and act on AI-prioritized alerts every single day.
Mextyl
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