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Categories/CRM/Dealfabric
Dealfabric

Dealfabric

Founded by Not specified in 2018

Track deal pipelines and manage investor relations

Pricing model

Demo, Paid

Rating

★ Mixed Reviews

Time to value

Quick Setup (< 1 hour)

You can use DealFabric to manage private equity deals, mergers and acquisitions, and investor relations in one place. The system connects directly with Microsoft Outlook, Teams, and Excel to automatically organize emails, notes, and documents related to your deals. It uses specialized automated agents to source potential investment opportunities, qualify leads, and monitor portfolio companies from closing to exit. You can also map relationships across your network, conduct anti-money laundering compliance checks, and query deal data directly through AI assistants.

What Dealfabric does

Log emails and calendar meetings from Microsoft OutlookQualify incoming investment opportunities against fund criteriaMap relationships between investors, founders, and advisorsGenerate fundraising progress reports for limited partnersExecute AML and KYC compliance checks on counterpartiesTrack milestones and financial metrics for active portfolio companiesConnects natively to Microsoft Outlook, Teams, and ExcelIncludes a Model Context Protocol server to connect deal records to external assistantsVisualizes multi-degree relationships between companies, founders, and co-investorsAutomates deal sourcing and lead qualificationTracks fund performance and portfolio metrics from acquisition to exitBuilt-in anti-money laundering and know-your-customer compliance workflowsAutomates email marketing and updates for fundraising contacts

Pricing breakdown

Pricing model: Book a demo

Frequently asked

Microsoft OutlookMicrosoft OutlookMicrosoft TeamsMicrosoft TeamsMicrosoft ExcelMicrosoft ExcelMicrosoft 365Microsoft 365

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DealFabric, CRM, private equity, mergers and acquisitions, deal flow management, investor relations, fundraising, portfolio monitoring, deal sourcing, AML compliance, KYC compliance, Microsoft Outlook integration, Microsoft Teams, contact management, pipeline tracking