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ListAlpha
What ListAlpha is
ListAlpha is a CRM for private equity teams to manage deal flow, fundraising, and contacts. It tracks opportunities and provides analytics and reporting to help teams review where deals come from. Contact tools organize and update team records, with relationship intelligence connected to Outlook email and calendar integration; third-party data sources help keep details current. Search covers people, deals, and documents, while company research presents business summaries, management, competitors, recent events, and risk and pros analysis. Its AI Assistant can extract details from forwarded emails, enrich them, and create a deal or note record. The maker also describes OneNote sync, Microsoft Teams availability, and third-party APIs. ListAlpha is available on web and API platforms, with email sync, deal pipeline, LP and investor records, and a mobile app. The onboarding team cleans and migrates historical data, with a stated migration timeline under three weeks. Starter costs $135 a month per user, with a five-user minimum; Standard costs $165 a month per user. There is no free plan or trial. ListAlpha was founded in 2021 and is headquartered in London.
Who it suits
ListAlpha is aimed at private equity and venture capital teams managing deals, fundraising, and investor or adviser relationships. Its research and reporting tools may suit teams that want to review opportunities and company information in one CRM.
What it does well
- Tracks deal flow, fundraising, and contacts.
- Outlook email and calendar integration supports relationship intelligence.
- Search spans people, deals, and documents.
- Onboarding includes historical data migration.
What to know first
- No free plan or free trial.
- Starter requires a five-user minimum.
- Standard pricing is per user per month.
Limits
Starter costs $135 a month per user, requires at least five users, and supports up to seven users with company research, contact and adviser management, and notes. Standard costs $165 a month per user for 7–20 users and includes deal flow management, investor relations, data migration, onboarding, and Starter benefits.
Plans
| Plan | Billed and limits | Price |
|---|---|---|
| Starter | per user/per month (min of 5) · up to 7 users · company research · contacts / adviser management · notes module | $135 a month |
| Standard | per user/per month · 7-20 users · deal flow management · investor relations · data migration and onboarding · includes Starter benefits | $165 a month |
| Professional | Contact us · 20+ users · SSO/SCIM authentication · custom API development · on-demand integrations · includes Standard benefits | On request |
As listalpha.com lists them, read 7 Oct 2026. The maker's own page has the final word.
Getting started
- Visit the ListAlpha website.
- Contact the maker to discuss a plan and team size.
- Choose Starter for up to seven users or Standard for 7–20 users.
- Work with the onboarding team on historical data cleaning and migration.
Verdict
ListAlpha combines deal, fundraising, contact, and research workflows for investment teams. Its paid plans start with a five-user Starter minimum, so teams should check plan size and pricing before choosing.
Questions
How much does ListAlpha cost?
Starter costs $135 a month per user, with a five-user minimum. Standard costs $165 a month per user; Professional pricing is available by contacting the company.
Does ListAlpha have a free plan or trial?
No. ListAlpha has neither a free plan nor a free trial.
What platforms does ListAlpha support?
ListAlpha is available on the web and through an API. A mobile app is also listed.
What integrations does ListAlpha offer?
The maker describes Outlook email and calendar integration, OneNote sync, Microsoft Teams availability, and third-party APIs.
What does onboarding include?
The maker says its team cleans and migrates historical data, with a stated migration timeline under three weeks.
Where is ListAlpha's data stored?
Its privacy policy says data is stored on third-party servers in the UK and outside the UK. Transfers outside the UK or EU receive additional protection as required by law.
Facts from ListAlpha's own pages
- AI deal capture
- The AI Assistant can extract deal details from forwarded emails, enrich them, and create a deal or note record. · listalpha.com, 7 Oct 2026
- Audience
- The maker describes the platform as purpose-built for private equity teams and lists private equity and venture capital as markets. · listalpha.com, 7 Oct 2026
- Data enrichment
- The platform uses third-party data sources to keep contact details up to date. · listalpha.com, 7 Oct 2026
- Data location
- The privacy policy says data is stored on third-party servers in the UK and outside the UK, and that transfers outside the UK or EU receive additional protection as required by law. · listalpha.com, 7 Oct 2026
- Deal and fundraising workflows
- The platform covers deal flow, fundraising, and contact management for private equity teams. · listalpha.com, 7 Oct 2026
- Deal reporting
- ListAlpha supports deal flow tracking, analytics, and reporting to help teams review where opportunities come from. · listalpha.com, 7 Oct 2026
- Founded
- 2021 · listalpha.com, 28 Sept 2026
- Headquarters
- London, United Kingdom · listalpha.com, 28 Sept 2026
- Integrations
- The maker describes Outlook email and calendar integration, OneNote sync, Microsoft Teams availability, and third-party APIs. · listalpha.com, 7 Oct 2026
- Onboarding
- The maker says its onboarding team cleans and migrates historical data, with a stated migration timeline of under three weeks. · listalpha.com, 7 Oct 2026
- Privacy and AI
- The privacy policy says ListAlpha does not share personal user data with third-party AI models. · listalpha.com, 7 Oct 2026
- Product
- ListAlpha is a CRM platform for private equity funds to manage, track, and store information about investment activities. · listalpha.com, 7 Oct 2026
- Relationship management
- ListAlpha imports, organizes, and updates team contacts and provides relationship intelligence through native Outlook email and calendar integration. · listalpha.com, 7 Oct 2026
- Search and research
- Its search covers people, deals, and documents, and its company research presents business summaries, management, competitors, recent events, and risk/pros analysis. · listalpha.com, 7 Oct 2026
- Security certification
- ListAlpha announced completion of a SOC 2 Type II audit in January 2025. · listalpha.com, 7 Oct 2026
- Support
- The maker directs customers with support issues to [email protected]. · listalpha.com, 7 Oct 2026