For private equity professionals, managing deal flow manually or across spreadsheets, emails, and platforms, wastes valuable time and exacerbates deficiencies in the pipeline.
With the right private equity deal tracking software, your team can streamline every stage of their workflow, making it easier to source, track, evaluate, and close deals.
Below, we analyze some of the top deal tracking software tools on the market right now.
Key Takeaways
- Why traditional spreadsheets fall short for PE deal management
- What features matter most in private equity deal management software
- Comparison of top deal tracking platforms
- How to choose deal tracking software that fits your sourcing strategy
Top Private Equity Deal Tracking Software in 2025
Grata
Grata’s end-to-end dealmaking platform simplifies deal tracking for private market professionals. Users can leverage its CRM Intelligence tool to integrate their Salesforce, DealCloud, Affinity, and HubSpot data directly into Grata. With the tool’s two-way sync, dealmakers can see, filter, and prioritize companies in their CRM across Grata searches and lists.
Grata’s Pipeline Management tools can help dealmaking teams collaborate more efficiently with features like custom labels, notes, and report exports. Users can see the status of their relationships as they review companies and reach out to executives.
Users can also receive real-time alerts for team outreach, capital raises, and new assignments.
Datasite
For dealmakers operating on the buy-side, Datasite Pipeline is ideal for managing and accelerating acquisition workflows within a unified, secure environment. Datasite centralizes all incoming leads and opportunities with real-time updates and a seamless transition into due diligence.
DealCloud
DealCloud's built-in Excel integration helps teams work natively within their models while syncing CRM data. This highly customizable software offers workflow automation, relationship signals, AI-powered nudges, meeting notes, network updates, and market developments.
Affinity
Affinity’s features include automated data capture, AI-powered network expansion, engagement history, and email and calendar syncing to create people and company profiles with fully integrated data.
4Degrees
Built by former investors, the PE-focused deal management software streamlines origination, diligence, and deal lifecycle. 4Degrees offers relationship tracking, pipeline visualization, marketing automation, email and calendar sync, customizable reporting views, and data integrations.
Allvue
Supporting every phase of the investment lifecycle, Allvue combines CRM, portfolio, and back-office systems. Powered by Agentic AI, Allvue offers a unified platform that ensures data accuracy, streamlines operations, and delivers actionable insights for confident decision-making. The Allvue Nexius Intelligent Data Platform offers an API-first, cloud-native data management solution that eliminates data silos, automates workflows, and delivers real-time insights.
Features to Look for in Private Equity Deal Management Tools
- Sourcing automation
- CRM integrations
- Pipeline management
- Collaboration
- Data enrichment
- AI-driven workflows
CRM vs. PE Deal Tracking Software: What's the Difference?
CRMS are reactive, not proactive
CRMs are great as a database for tracking interactions, but traditional CRMs don’t help you find deals. Deal tracking software, however, is actively leveraging AI to help you source, track, and uncover companies that fit your ICP.
CRMs are limited by human input
CRMs are only as good as the data collected and maintained by their users. Dealmaking software like Grata, on the other hand, automates data discovery and enrichment with proprietary data that is 99% accurate, continuously scanning and updating private company profiles using AI.
CRMs are not timely or dynamic
Unlike traditional CRMs, Grata is in tune with what’s happening right now to help you decide what to do next. Through signals, conferences, and similar company search, Grata alerts users to hiring activity, leadership changes, funding news, live deals, and other custom indicators that help your team prepare for a conversation at the right time.
Key Problems Deal Tracking Software Solves for PE Firms
- Scattered data across spreadsheets, emails, and documents → Deal tracking software centralizes all deal activity, notes, contacts, and attachments in one searchable platform.
- Missed follow-ups and inconsistency → The right tool with enable automated reminders, workflow tracking, and stage visibility so no opportunity falls through the cracks.
- Difficulty collaborating across team members and office → The best private equity software provides real-time access and permissions-based views, ensuring teams stay aligned on pipeline status and priorities.
- Low visibility into relationship strength or sourcing effectiveness → Software tracks communications, meeting history, and proactively identifies industry events to connect with targets (Grata Autopilot).
- Manual data entry and errors → Private equity deal tracking software automates contact capture, activity logging, and reporting through customizable labels and filters.
- Limited insights for decision-making → Deal management software offers customizable dashboards and reporting tools for faster deal reviews, performance analysis, and investor updates.
- Slow or reactive origination workflows → Private equity deal management software surfaces target companies proactively with AI-driven search, signals, and alerts to keep you ahead of the curve.
Red Flags When Evaluating Deal Tracking Software
When assessing deal tracking software, it's crucial to watch for warning signs that could signal hidden limitations, poor performance, or long-term inefficiencies. Here are some indicators that a tool is subpar.
- No customization options
- Clunky user interface
- Lack of integrations
- Missing AI functionality
- Limited dashboards
Discover, Screen, and Track Deals All in One Place with Grata
Grata’s end-to-end dealmaking platform helps you navigate private markets with confidence. Source deals, streamline diligence, and connect with other dealmakers — all in one place. Complete with robust integrations and two-way sync, Grata’s investment-grade data and proprietary AI give you everything you need to navigate your market.
Schedule a demo today to get started.
FAQs About Private Equity Deal Management Platforms
What is a private equity deal management platform?
A deal management platform is software designed to help PE firms track, evaluate, and manage deals throughout the full deal lifecycle — from sourcing and initial contact to execution and post-close monitoring. It centralizes deal data, relationships, documents, and workflows to improve visibility and efficiency.
How is this different from a CRM?
While CRMs tend to be built for sales and marketing teams, purpose-built PE deal tracking software platforms are specifically designed to streamline complex deal pipelines, leverage relationship-based sourcing, and help PE firms make informed next-step decisions with confidence.
What features should I look for in PE deal management software?
Key features in private equity deal management software typically include pipeline management, AI-powered data enrichment, contact activity logging, custom filters, robust integrations, and automated workflows.
Do PE deal tracking software programs integrate with my existing tech stack?
The best kind of PE deal tracking software is one that alleviates manual effort and works seamlessly with your current tools. Most leading platforms integrate with Outlook, Gmail, Excel, data providers, and CRMs like Salesforce, HubSpot, and DealCloud.
