Best CRM for hedge funds
Raise capital faster with a purpose-built CRM
Running a hedge fund means managing complex investor relationships, constant reporting and tight deadlines.
Pipedrive’s CRM platform gives you the visibility and automation to stay organized, close capital rounds faster and focus on growth.
Track commitments, visualize progress, automate follow-ups and keep partners engaged, all in one place.
Full access. No credit card required.
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What to look for in a CRM for fund managers
The right hedge fund CRM platform helps you manage long fundraising cycles and complex investor relationships. Look for these features to stay competitive.
Email integration: Sync emails automatically and keep every investor conversation in one place.
Reporting and analytics: Track capital raising progress and key metrics with real-time dashboards.
Workflow automation: Automate follow-ups and routine tasks so you never miss an opportunity.
Fundraising forecasting: See accurate capital projections to plan and prioritize with confidence.
Pipedrive’s CRM for hedge funds features
Track every investor, from first pitch to subscription
Managing investors at different stages can easily become overwhelming.
Pipedrive’s deal management software keeps every interaction, document and next step in one place, so you always know where each investor stands.
Define your fundraising stages once and turn them into a repeatable playbook your team can follow for every new prospect.
Explore Pipedrive’s deal management features.
Monitor your team’s progress toward capital goals
Fundraising success depends on daily action and knowing whether that effort is moving the needle.
Pipedrive helps you set clear capital targets, track real-time activities and measure results against your fundraising goals.
Your team gains focus and visibility into the work that drives real progress.
Learn about Pipedrive's Activities and Goals features.
Build 360° investor and stakeholder profiles
Strong relationships start with context.
Pipedrive’s contact management features creates a complete profile for every investor by logging all emails, calls and notes in one secure place.
With the full interaction history available to everyone, your team walks into every meeting informed and prepared.
Learn about Pipedrive’s contact management tools.
Over 500+ integrations
Expand the capabilities of Pipedrive with hundreds of apps and integrations
How Pipedrive helped Inkwell boost turnover by 167%
Inkwell managed hundreds of sponsors in spreadsheets, making it hard to consistently track relationships and follow up.
After moving to Pipedrive, the team gained full visibility into every contact and deal stage and doubled its pipeline within a year.
“The move to Pipedrive made it so much more user-friendly, so it’s more likely people will use it and use it in the right way, and we’re more likely to get the value out of the work they do.”
Send and e-sign fund documents in minutes
Add the Smart Docs feature to any plan to simplify your document workflow and connect proposals directly to investor records in Pipedrive.
Key features include:
Document tracking. Get instant alerts when an investor opens your pitch deck or subscription documents.
E-signatures. Let investors sign agreements electronically to close commitments faster.
Document templates. Save time with templates that automatically fill in investor data from Pipedrive.
Learn more about Pipedrive’s Smart Docs add-on.