Best Investor Relationship Management Software in 2026
Updated
Investor relationship management software helps teams organize investor connections, records, and deal activity. Compare contact limits and LP and investor records with deal pipeline and portfolio tracking; email sync and a mobile app may also matter to the way your team works. Free-plan availability and paid-from pricing round out the listed criteria. Relate Fundraising CRM, Visible, and Clienteer are among the options shown. Consider which investor information you need to maintain and how your team tracks fundraising relationships and deals.
6 of 15 with known pricing have a free tier;0 apps show full bars: free, open, on most devices and documented.
| # | App | Signal | Free tier | Open code | Devices | From | Score |
|---|---|---|---|---|---|---|---|
| 1 | Relate Fundraising CRMWeb · Windows · Mac · Android · iPhone | Three bars | 5 of 6 | $60/mo | 6.7 | ||
| 2 | CAPLINK CRMWeb | Two bars | 1 of 6 | €83.25/mo | 6.4 | ||
| 3 | Nautis Fundraising CRMWeb | Two bars | 1 of 6 | $49/mo | 6.4 | ||
| 4 | VisibleWeb · API | Two bars | 1 of 6 | $59/mo | 6.4 | ||
| 5 | DealtableWeb | Two bars | 1 of 6 | Free | 6.3 | ||
| 6 | OpenVC CRMWeb | Two bars | 1 of 6 | Free | 6.3 | ||
| 7 | ClienteerWeb · Windows · Mac · Android · iPhone · Self-hosted · API · Extension | Two bars | 5 of 6 | 5.7 | |||
| 8 | AltviaWeb · Android · iPhone | Two bars | 3 of 6 | 5.6 | |||
| 9 | Juniper SquareWeb · Android · iPhone · API | Two bars | 3 of 6 | 5.6 | |||
| 10 | 4DegreesWeb · Android · iPhone · API · Extension | Two bars | 3 of 6 | 5.5 | |||
| 11 | Allvue Investment ManagementWeb · Extension | One bar | 1 of 6 | 5.5 | |||
| 12 | DealCloudWeb · Android · iPhone · Extension | Two bars | 3 of 6 | 5.5 | |||
| 13 | Dynamo CRM & Deal ManagementWeb · Android · iPhone · API | Two bars | 3 of 6 | 5.5 | |||
| 14 | FamilyOffice.com Deal Pipeline CRMWeb | One bar | 1 of 6 | 5.4 | |||
| 15 | NavatarWeb | One bar | 1 of 6 | 5.4 | |||
| 16 | ZapflowWeb · Android · iPhone · Self-hosted · API | Two bars | No | 3 of 6 | €199/mo | 5.2 | |
| 17 | AffinityWeb · Android · iPhone · API · Extension | Two bars | No | 3 of 6 | $166.67/mo | 5.1 | |
| 18 | EddaWeb · Android · iPhone | Two bars | 3 of 6 | 5.1 | |||
| 19 | FintaWeb · iPhone · API · Extension | One bar | No | 2 of 6 | $200/mo | 5.1 | |
| 20 | orydioWeb · iPhone · API | One bar | No | 2 of 6 | CHF 6.58/mo | 5.1 | |
| 21 | SatuitCRMWeb · Android · iPhone · Self-hosted · API · Extension | Two bars | No | 3 of 6 | $150/mo | 5.1 | |
| 22 | SmartRoomWeb · Android · iPhone | Two bars | No | 3 of 6 | $833.33/mo | 5.1 | |
| 23 | FundingstackWeb | One bar | No | 1 of 6 | $250/mo | 5.0 | |
| 24 | ListAlphaWeb · API | One bar | No | 1 of 6 | $135/mo | 5.0 | |
| 25 | PipelineWeb | One bar | No | 1 of 6 | $40/mo | 5.0 |
Compare all 25 in a table
| # | App | Score | Free plan | From | Free plan | Paid from | Contact limit | Email sync |
|---|---|---|---|---|---|---|---|---|
| 1 | Relate Fundraising CRM | 6.7 | Free plan | $60/mo | Yes | Yes | ||
| 2 | CAPLINK CRM | 6.4 | Free plan | €83.25/mo | Yes | |||
| 3 | Nautis Fundraising CRM | 6.4 | Free plan | $49/mo | No | 500 | ||
| 4 | Visible | 6.4 | Free plan | $59/mo | Yes | 250 | Yes | |
| 5 | Dealtable | 6.3 | Free plan | Free | Yes | |||
| 6 | OpenVC CRM | 6.3 | Free plan | Free | Yes | |||
| 7 | Clienteer | 5.7 | Yes | |||||
| 8 | Altvia | 5.6 | ||||||
| 9 | Juniper Square | 5.6 | Yes | |||||
| 10 | 4Degrees | 5.5 | ||||||
| 11 | Allvue Investment Management | 5.5 | Yes | |||||
| 12 | DealCloud | 5.5 | ||||||
| 13 | Dynamo CRM & Deal Management | 5.5 | ||||||
| 14 | FamilyOffice.com Deal Pipeline CRM | 5.4 | ||||||
| 15 | Navatar | 5.4 | Yes | |||||
| 16 | Zapflow | 5.2 | No | €199/mo | No | Yes | ||
| 17 | Affinity | 5.1 | No | $166.67/mo | No | |||
| 18 | Edda | 5.1 | No | Yes | ||||
| 19 | Finta | 5.1 | No | $200/mo | No | Yes | ||
| 20 | orydio | 5.1 | No | CHF 6.58/mo | No | Yes | ||
| 21 | SatuitCRM | 5.1 | No | $150/mo | No | Yes | ||
| 22 | SmartRoom | 5.1 | No | $833.33/mo | No | |||
| 23 | Fundingstack | 5.0 | No | $250/mo | No | 250 /user/mo | 1,500 | Yes |
| 24 | ListAlpha | 5.0 | No | $135/mo | No | 135 /user/mo | Yes | |
| 25 | Pipeline | 5.0 | No | $40/mo | No | 40 /user/mo | Yes |
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