The AI-powered CRM for M&A and Private Equity

Transactional CRM powered by AI

The platform enables advisory, investment, and investor relations teams to manage deal flow, relationships and transaction intelligence within a secure, structured, and collaborative environment.

Built on proprietary transaction data, DealFabric delivers AI-driven analytics and insights to support better decision-making across the entire deal lifecycle.

Scalable and customizable

Deal flow management / Investor Relation / Contact Management / Fund tracking / Portfolio Monitoring / Data Collection / Marketing & Communication / Automated reporting / Workflow

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Visualize your entire ecosystem

Thanks to the “N relationships” display of the companies and contacts you work with.

Visualize all your relationships, their interconnections, and their roles.
Analyze the links between investors, co-investors, entrepreneurs, partners, etc.
You know everything there is to know about the ecosystem of a company, contact, or deal.
With a single click, expand your view and add the relevant information.

DealFabric CRM gives you a complete ecosystem view of the contacts, companies or investment transactions you're working on.

6 reasons to choose DealFabric

A solution that is immediately operational, quick to install and customizable.

An integrated solution with office tools: Outlook, Teams, Excel, SharePoint, OneNote, Power BI…

An application developed by and for investment professionals.

The security and innovation of the best CRM platforms on the market: MS Dynamics and Salesforce.

A friendly and passionate team sharing the same objectives, attentive to my needs.

An innovative solution that allows me to dynamically animate my ecosystem.

Microsoft Integration

DealFabric solutions

LP / GP / Fund of funds

Streamline the tracking of your deal flows, automate tasks, and manage your notes and documents in one place.

Corp. Venture / Open Innovation

Identify the most promising innovations and increase your exposure within your ecosystem.

Family Office

Automate your business activities and processes, track your investments, fundraising, and investor relations in a single application.

Asset Management

Manage your various portfolios and closely monitor your investors and partners.

The best in technology

Choose technology from the world leaders in Cloud platforms.

Developed with the most advanced Microsoft technologies
DealFabric guarantees you a private cloud solution that is robust, scalable, fully integrated into your environment, accessible, and secure.
With DealFabric, you will have access to the most advanced low-code technology on the market.
Providing unparalleled flexibility to customize the application to your needs.
Recent additions to next-generation AI
Recognized as the most powerful solution currently available, it offers end users unprecedented capabilities for solving business problems.

DealFabric is based on Microsoft Power Platform and Copilot Studio technologies.

Learn more: DealFabric’s technological foundation

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