VC Toolkit & Stack

Purpose-built CRM for venture and private equity. Automatically captures relationship data from email and calendar. The most widely used VC CRM.

Modern CRM with flexible data modeling. Popular with emerging managers for its clean design and powerful automations at a lower price point than Affinity.

The industry standard for private market data. Covers companies, investors, deals, funds, and financials. Essential for competitive analysis and sourcing.

Widely used startup database covering funding rounds, team members, and company profiles. More accessible than PitchBook but less comprehensive.

AI-powered deal sourcing platform that surfaces emerging companies before they raise. Uses signals like hiring, product launches, and web traffic to identify breakout startups.

Cap table management and fund administration platform. Used by both startups and investors. Provides portfolio dashboards, valuations, and LP reporting tools.

Portfolio monitoring and LP reporting. Aggregates updates from portfolio companies and generates professional reports for limited partners.

All-in-one workspace used by many VC teams for deal pipeline tracking, meeting notes, internal wikis, and thesis documentation.

Secure document sharing with analytics. Used by both founders (sharing decks) and investors (tracking who views materials and for how long).

High-performance email client popular among investors for speed and keyboard shortcuts. Features like read receipts and follow-up reminders are useful for deal management.

Market intelligence platform tracking technology trends, competitive landscapes, and emerging sectors. Their research reports and industry maps are widely referenced.

AI-powered company search engine. Useful for finding private companies by business description rather than industry codes. Strong for thematic sourcing.

Compensation benchmarking tools. Useful for understanding startup hiring competitiveness and burn rate implications. Levels.fyi is particularly strong for tech roles.

User research and product testing platform. Some investors use it to conduct lightweight product diligence, testing competitor products alongside the target company.