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FamilyOffice.com Deal Pipeline CRM
What FamilyOffice.com Deal Pipeline CRM is
FamilyOffice.com Deal Pipeline CRM gives family-office investment teams a stage-based view of private-market opportunities, from first contact to investment committee. It tracks brokered and proprietary deals for direct acquisitions, co-investments, and fund commitments. Teams can tag and filter opportunities by source, including bankers, independent sponsors, outreach, and inbound, then adjust pipeline stages, deal fields, and screening criteria to fit their investment process. At intake, thesis criteria can flag deals outside the team’s sector, size, or structure requirements.
Deal records can hold calls, emails, meetings, and follow-ups. Team members can be assigned diligence and investment committee tasks with due dates. Reports cover stage conversion, average time in a stage, and pass or pass-forward ratios. Each deal also links to a deal room for documents and an investment committee memo workspace. The maker describes role-based and deal-level access, document controls, logical data segregation, audit trails, and private deployment options. The product is web-based and paid, with pricing available on request. Prospective customers can book a tailored demo or walkthrough, and can contact the maker by email.
Who it suits
It suits single- and multi-family offices, principals, investment leaders, and lean private investment teams managing direct acquisitions, co-investments, fund commitments, or other private-market deal flow. Teams that need configurable screening, task assignment, and pipeline reporting can use it to structure that work.
What it does well
- Tracks opportunities from first contact through investment committee.
- Tags and filters deals by source.
- Configurable stages, fields, and screening criteria.
- Assigns diligence and IC tasks with due dates.
- Reports on conversion, time in stage, and pass ratios.
- Links deals to document and IC memo workspaces.
What to know first
- Paid product with pricing available on request.
- Available on web only.
- No third-party integrations are named.
Getting started
- Visit the product website.
- Book a tailored demo or platform walkthrough.
- Contact the maker by email for pricing and buying details.
Verdict
Choose FamilyOffice.com Deal Pipeline CRM if your family-office team needs a configurable pipeline tied to deal documents and investment committee materials. The maker offers a tailored demo and walkthrough; consider another option if you need published prices or named third-party integrations.
Questions
What does FamilyOffice.com Deal Pipeline CRM cost?
It is a paid product, with pricing on request.
Is there a free plan or trial?
The product page offers a demo and walkthrough but does not give trial terms.
Which platforms does it support?
The listed platform is web.
Does it integrate with other software?
Deal records link to the maker’s deal rooms and investment committee workspaces. No third-party integrations are named.
Who makes the product?
FamilyOfficer describes Deal Pipeline CRM as its stage-gated pipeline for private-market opportunities.
What security controls are described?
The maker describes role-based and deal-level access, document controls, logical data segregation, audit trails, and private deployment options. It does not claim third-party security certifications.
Facts from FamilyOffice.com Deal Pipeline CRM's own pages
- Activity and tasks
- Deal records can include call, email, meeting, and follow-up history, plus assigned diligence tasks and deadlines. · familyofficer.com, 8 Oct 2026
- Audience
- FamilyOfficer says it is built for single and multi-family offices, family office investment leaders, principals, and lean private investment teams. · familyofficer.com, 8 Oct 2026
- Compliance
- The maker says it does not assert third-party compliance certifications it has not implemented. · familyofficer.com, 8 Oct 2026
- Configurable stages
- Teams can configure pipeline stages, deal fields, and screening criteria to match their investment process. · familyofficer.com, 4 Oct 2026
- Connected workflow
- Each deal record links to its deal room and IC memo workspace for documents and investment committee materials. · familyofficer.com, 4 Oct 2026
- Connected workspace
- Each deal record links to a deal room for documents and an investment committee memo workspace. · familyofficer.com, 8 Oct 2026
- Deal sources
- The pipeline tracks brokered and proprietary deals and lets teams record and filter opportunities by source, including bankers, independent sponsors, outreach, and inbound leads. · familyofficer.com, 8 Oct 2026
- Integrations
- The security page says SSO can be configured for Google Workspace or Microsoft Azure AD and that multi-factor authentication is supported. · familyofficer.com, 8 Oct 2026
- Mandate fit
- Teams can apply investment thesis criteria at intake to flag deals that do not fit their sector, size, or structure requirements. · familyofficer.com, 8 Oct 2026
- Pipeline stages
- Teams can configure pipeline stages, deal fields, and screening criteria to match their investment workflow. · familyofficer.com, 8 Oct 2026
- Platforms
- The maker page links to the platform and demo but does not state downloadable desktop, mobile, or browser-extension availability. · familyofficer.com, 4 Oct 2026
- Pricing and trial
- The product page offers a demo and platform walkthrough but displays no plan prices or trial terms. · familyofficer.com, 4 Oct 2026
- Product
- FamilyOfficer describes Deal Pipeline CRM as a stage-gated pipeline for tracking private-market opportunities from first contact through investment committee. · familyofficer.com, 8 Oct 2026
- Purpose
- FamilyOfficer describes Deal Pipeline CRM as a stage-gated pipeline for tracking family-office private-market opportunities from first contact through investment committee. · familyofficer.com, 4 Oct 2026
- Reporting
- Pipeline reporting includes stage conversion rates, average time in stage, and pass and pass-forward ratios. · familyofficer.com, 8 Oct 2026
- Security
- The maker describes role-based and deal-level access, document controls, logical data segregation, audit trails, and private deployment options; it explicitly makes no third-party certification claims on its security page. · familyofficer.com, 4 Oct 2026
- Security controls
- The maker describes role-based and deal-level access controls, document controls, audit trails, and logical data segregation, and says private deployment options are available. · familyofficer.com, 8 Oct 2026
- Support and buying
- The maker invites prospective customers to book a tailored demo and lists email as a contact option. · familyofficer.com, 4 Oct 2026
- Support and sales
- The contact page offers a tailored product walkthrough and provides an email contact for inquiries. · familyofficer.com, 8 Oct 2026
- Target users
- The product is aimed at family-office investment teams handling direct acquisitions, co-investments, fund commitments, and private-market deal flow. · familyofficer.com, 4 Oct 2026