Founded by Joseph McVeigh in 2008
Track relationships and deal sourcing for investment firms
Pricing model
Demo, Paid
Rating
★ People love it
Time to value
Quick Setup (< 1 hour)
You can use EquityTouch to manage deal sourcing contacts and track communication history across your investment firm. The system captures interactions called Touches, which connect emails, calls, meetings, and notes to multiple organizations and individuals at once. You can customize fields to record specific financial metrics, company affiliations, and executive relationships without cluttered layouts. It also connects with Microsoft Outlook and external databases like CrunchBase to automatically import background details, helping dealmakers organize networking records and review team activity reports from any web browser or mobile device.
What Equity Touch does
Pricing breakdown
Pricing model: Book a demo
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