CRM for M&A, Private Equity and Venture Capital — built for dealmakers who want AI-ready data
Trusted by 50+ boutique investment banks and funds across Europe, US, and Asia
You can’t use AI effectively until your data is unified
M&A, PE and VC teams use too many spreadsheets, inboxes and deal trackers.
Dialllog brings it all together — creating a single, structured database ready for AI to analyse, summarise and act on.
Choose your sector
Manage mandates, buyers and clients in one AI-ready workflow
Centralise sourcing, pipeline and LP relationship
Track founders, investors and del flow with AI summaries
Turn deal chaos into connected workflows
Create workflows for sourcing, execution and relationship tracking - each with custom views, permissions, and AI assistance
- Mandate-centric execution (not just contacts/notes)
- Clear visibility across sourcing to closing
- Fast implementation
→ Go live in 5 days
Dialllog CRM security is your advantage
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Single-tenant architecture — no shared data risks -
In-country hosting — meet local compliance requirements. -
End-to-end encryption — peace of mind for sensitive transactions
White-glove onboarding included
Day 1 Export & field mapping
Day 2 Test import
Day 3 Set up workflows
Day 4 Team training
Day 5 Go-live
Switch to Dialllog in 5 Days
Works with the tools you already use
Built for deal teams like yours
- Dialllog isn’t just a CRM—it’s the foundation of how we collaborate and execute. It keeps us structured and transparent, but simple enough that the whole team uses it every day. The support is unmatched, and it’s become central to how we work.
- Dialllog transformed our deal management process. What was once fragmented information is now centralised, allowing us to keep track of our prospects and deals much more efficiently.
- We were highly impressed with Dialllog — only wish we had talked to them sooner. After seeing how easy it is to implement and how well it fits our workflows, it’s clear this is the right platform for us.
How Dialllog compares
Functionality
Salesforce
DealCloud
Affinity
Dialllog
Bespoke Investment Banking CRM
Advanced Email Synchronisation
Advanced Search
Manage Sourcing pipelines
Manage Relationship and sponsor coverage
Due diligence process management
No-code customization
Easy-of-use/User friendly interfaces
Granular permissions
Automated contact and opportunity creation
Easily accessible history of interactions and affiliations
Mass Mailing
Advanced Task Management
Dialllog CRM helps M&A advisors, private equity funds and venture capital firms centralise their deal flow, mandates, portfolios and relationships. By consolidating data in one secure platform, teams can leverage AI to execute faster, maintain visibility and close more deals.
Frequently asked questions
How Dialllog works for M&A, PE & VC teams
A typical setup takes under 5 days — including email integration and team onboarding.
Yes. You can connect external AI engines via API or use Dialllog’s built-in AI summarisation and analysis.
Dialllog uses single-tenant, in-country servers and full encryption for every user.
M&A advisors, private equity funds, and venture capital firms managing sourcing and deal execution.
Ready to see Dialllog in action?
Book a short demo and see how quickly your team can switch
"We switched from Excel to Dialllog in a week - finally everything is in one place"
- Partner, Ogma Partners