CRM for deal flow management Fundraising & Investor Relations Corporate Development / M&A Fund of funds Commercial Asset Management

From CRM to Investment Intelligence DealFabric MCP Server Sourcing and Data Collection Microsoft Office suite integration Reporting Emailing and Marketing Automation AML / KYC Compliance

Services & Consulting Support and Maintenance Alliance and Partnership

Company Technology Confidentiality Policy News & Informations

Clients

The Intelligence Operating System for PE & M&A

Turn your investment data into intelligence. And your intelligence into action.

DealFabric connects your deal flow, relationships, documents, market data and Microsoft environment into one investment intelligence platform.

AI agents continuously structure, enrich and analyse your information – helping investment teams identify opportunities, make better-informed decisions and execute with less friction.

Book a demo

Connected to your Microsoft tools, your market data and your AI assistants

Microsoft Office tools, market data sources, and a native MCP server to query your deals from your AI assistants.

Investor Relations
Deal Flow
Committees
Portfolio
Marketing

Trusted by

See our client stories

Native AI agents

Specialized AI agents, natively integrated, automatically structure, enrich and put your information to work so you can:

Source and qualify the right deals before your competitors.

Decide with complete, contextual and up-to-date information.

Run execution with no friction and no loss of information.

Structure and accelerate your fundraising and investor relations.

Monitor your portfolio in real time, from closing to exit.

Visualize your entire ecosystem

Through the “N relations” view 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, and more.

Map the ecosystem around each of your deals. Nothing stays hidden.

Enrich your analysis in a single click.

A single infrastructure

Your entire investment activity, on a single infrastructure. From first contact to closing, your data stays connected and actionable in real time.

Unified infrastructure

Full deal lifecycle

Continuous intelligence

Request a demo

Everything your team knows about a deal, the moment you need it.

By team type

DealFabric solutions

LP / GP / FOF / M&A

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

Discover

Corp. Venture / Open Innovation

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

Discover

Family Office

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

Discover

Asset Management

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

Discover

Why DealFabric

Why IR and investment teams choose DealFabric.

BUILT FOR PRIVATE EQUITY

Deals, relationships, fundraising and portfolio monitoring in one operating model designed for investment teams.

AI BUILT INTO YOUR WORKFLOWS

Agents structure documents, enrich information and automate repetitive investment workflows.

YOUR DATA, RELATIONSHIPS & HISTORY

Your CRM data and relationship history give AI the context to produce relevant investment intelligence.

NATIVE TO MICROSOFT

Built on the Microsoft ecosystem your teams already use: Outlook, Teams, Excel, SharePoint and Copilot.

BUILT AROUND YOUR WAY OF WORKING

Adapt your workflows, data model and agents as your strategy, funds and organisation evolve.

SECURE & GOVERNED BY DESIGN

Enterprise-grade security, permissions and governance for sensitive investment data.

Infrastructure & security

The best in technology

Choose technology from the world leaders in Cloud platforms.

View the technology stack

DealFabric guarantees you a private cloud solution that is robust, scalable, fully integrated into your environment, accessible, and secure.

Providing unparalleled flexibility to customize the application to your needs.

Recognized for its power and flexibility, the platform gives investment teams new levels of automation, analysis, and operational execution.

Are you interested in DealFabric and would you like a demonstration?

Contact us!

Leave us your details and we will contact you shortly.

Applications

Features

Services

About us

Clients

The Intelligence Operating System for PE & M&A

Turn your investment data into intelligence. And your intelligence into action.

Specialized AI agents, natively integrated, automatically structure, enrich and put your information to work so you can:

Visualize your entire ecosystem

Visualize all your relationships, their interconnections, and their roles.

Map the ecosystem around each of your deals. Nothing stays hidden.

Your entire investment activity, on a single infrastructure. From first contact to closing, your data stays connected and actionable in real time.

DealFabric solutions

LP / GP / FOF / M&A

Corp. Venture / Open Innovation

Family Office

Asset Management

Why IR and investment teams choose DealFabric.

BUILT FOR PRIVATE EQUITY

AI BUILT INTO YOUR WORKFLOWS

YOUR DATA, RELATIONSHIPS & HISTORY

NATIVE TO MICROSOFT

BUILT AROUND YOUR WAY OF WORKING

SECURE & GOVERNED BY DESIGN

The best in technology

Are you interested in DealFabric and would you like a demonstration?

Contact us!