Private Equity
CRM Software for
Full Investment Lifecycle
CRM Software for
Full Investment Lifecycle
Built for PE firms managing parallel sourcing, live deals, IC preparation and LP communication — not generic sales pipelines.
Live in days, not quarters — no setup fees, no consulting dependency.
Get the Dialllog Private Equity Overview
A one-page overview of how private equity teams use Dialllog to manage sourcing, IC preparation, deal execution, portfolio monitoring, and LP communication — all in one structured system.
See how funds replace fragmented spreadsheets and inboxes with a single source of truth across the full investment lifecycle.
See how funds replace fragmented spreadsheets and inboxes with a single source of truth across the full investment lifecycle.
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Dialllog centralises information to focus on what matters
Dialllog is an all-in-one CRM for private equity funds, designed specifically for PE teams to manage their entire investment lifecycle.
Dialllog supports PE teams from sourcing and screening through live deal execution and ongoing LP relationship management.
Upgrade from endless Excel spreadsheets, docs, notes and emails. Dialllog brings all your data into one dedicated Private Equity software platform. This enables data-driven workflows and frees up your mind to focus on what matters.
Dialllog supports PE teams from sourcing and screening through live deal execution and ongoing LP relationship management.
Upgrade from endless Excel spreadsheets, docs, notes and emails. Dialllog brings all your data into one dedicated Private Equity software platform. This enables data-driven workflows and frees up your mind to focus on what matters.
Enjoy clarity: - information organised right from the beginning of the investment process
ALL IN ONE: from fundraising to PE deal flow management and LP communications
What Makes Dialllog CRM Truly Different
Built to preserve long-term investment context across funds, deals, LPs and portfolio companies — with AI quietly supporting how information is captured, connected, and retrieved over time.
- Designed for Private Equity workflowsInvestment data is structured around projects, funds, and mandates, so sourcing, IC decisions, diligence, and portfolio work stay connected — without spreadsheets or ad-hoc workarounds.
- Instant access to institutional knowledgeUltrafast search surfaces the exact information you need — including emails, notes, and attached documents — even years later, when context would normally be lost.
- Simple by design, powerful in useA focused, de-cluttered interface built for partners and deal teams — with AI working in the background to keep information clean, consistent, and easy to navigate.
Bring speed into your private equity fundraising process
Gain efficiency in your private equity dealflow management pipeline
Manage the deep dive in one place transparently
Fundraising and Investor Relations
Deal Pipeline
PE Due Diligence
Entire Private Equity Investment Lifecycle In One CRM
Get the best overview of all your private equity portfolio to see who leads
Send reports and newsletters, keep all LP communications in one place
Be on top of your firm's conversations with suppliers and vendors
Portfolio Overview
LP Management
Suppliers & Vendors
Track board meetings, special projects or exit discussions with your portfolio companies
PE Investment Management
Manage co-investors, lenders and relationships with your ecosystem
Relationships
Sourcing & Pipeline — Coverage by theme, owner, and next action
Centralise sourcing in one pipeline: targets, contacts, themes, and outreach history — with clear ownership and next actions. Track where every opportunity sits (screening → first call → IC → diligence → term sheet) without losing context across inbox, notes and spreadsheets.
- Clear view of who is covering what, and what’s moving vs stuck
- One place for call notes, intros, and relationship history
- Stage discipline: next step, owner, priority, and timeline
Deal Execution — IC-ready notes, diligence, and stakeholder comms
During live deals, the risk isn’t “missing a field in the CRM.” It’s losing the narrative: what was learned, what changed, who raised concerns, and what needs follow-up. Keep all deal context — notes, emails, documents, tasks — tied to the right company and deal.
- Diligence requests and follow-ups don’t vanish in email threads
- IC narrative stays consistent as the deal evolves
- Everyone sees the latest status without chasing updates
Portfolio Company Management — Board cadence, initiatives, and KPI follow-through
Post-close execution depends on cadence and accountability. Track portfolio touchpoints, board timelines, value creation initiatives, and open actions — so partners get visibility without turning portfolio monitoring into a spreadsheet ritual.
- Board and management interactions stored as structured history
- Value creation initiatives tracked with owners and milestones
- Faster internal updates: fewer “what’s the latest?” pings
LP & Fundraising — Relationship intelligence, DDQs, and reporting workflow
Fundraising is a relationship process with long memory. Capture LP interactions, preferences, restrictions, and follow-ups — and keep fundraising activity organised from first outreach through diligence, legal and close.
- LP coverage: who spoke to whom, when, and about what
- Diligence workflow: DDQs, data requests, open items, deadlines
- Secure access: keep sensitive LP threads controlled
Private equity LP fundraising dashboard showing relationship intelligence, LP interactions, DDQs, diligence stages, activity history, and reporting workflow managed in Dialllog.
Email-in-CRM with AI Summaries
Email-in-CRM view showing AI-generated conversation summaries linked to companies, deals, and LPs, with full email threads stored for audit trail and compliance.
Attach conversations to the correct company, deal or LP automatically. AI summaries extract the key points so partners can scan updates in seconds — while the full thread stays stored for compliance and continuity.
- Partners get context before calls in seconds
- Analysts avoid copy-pasting updates into docs
- A clean record when team members change
Permissions & Control — The PE reality (sensitive deals + LP data)
PE workflows require discretion: who sees which deal, which LP, and which thread. Use permissions to keep sensitive information segmented without creating shadow systems outside the CRM.
- Deal-level and relationship-level access control
- Reduce “off-platform” tracking for sensitive items
- Cleaner compliance posture over time
Your team works in the system from day one — not after a 12-month implementation.
Designed to work without consultants
Most CRMs used in private equity require extensive configuration, custom objects, and ongoing consultant support before teams can use them effectively.
Dialllog is different. The platform comes pre-structured for private equity workflows — sourcing, IC preparation, portfolio monitoring, and LP communication — so teams can start using it immediately.
- No setup or implementation fees
- No external consultants required
- No schema design or custom objects
- No re-engineering your process to fit a sales CRM
Private equity firms operate across distinct stages — from sourcing and screening to execution and long-term fund management. Dialllog is designed to support teams across this lifecycle, as outlined in the stages of the private equity life cycle.
Other Software Features
On-the-go note taking that is easy to share with your colleagues
Team collaboration and information sharing
Clear deal progression metrics, statistics, pipeline visualisaiton and reporting
Security and Privacy are at the core of the platform. Easy to manage permissions
Email integration with advanced privacy settings so everyone sees only the right information
"Plug-and-play" CRM for PE funds, easy to set up and customemise.
Why our customers love Dialllog CRM
Read more reviews on G2
Why PE teams move away from configurable CRMs
- Configurable CRMs
Require consultants to model workflows
Long setup and change cycles
Expensive to maintain as teams evolve
- DialllogPE workflows built in
Changes handled by the team
Predictable cost, no services layer
Challenges faced by Private equity firms
Private equity funds need a way to bring together all connections and conversations they have, including data scattered across many different platforms to win deals over the competition. It includes leveraging industry relationships built by different team members, getting notified by the network about interesting opportunities and gaining insights into who are key decision makers and what it takes to win.
Dialllog helps to achieve it by aggregating all the relationships under one platform.
Dialllog helps to achieve it by aggregating all the relationships under one platform.
The overall private capital industry is infamous for being untransparent and non-collaborative. However, time has changed and it is more challenging to win the best deals on their own. But by working as a team, collaborating and sharing information a team is empowered to increase its chances to succeed
Dialllog delivers a way to seamlessly share ideas and updates across the firm.
Dialllog delivers a way to seamlessly share ideas and updates across the firm.
Private equity funds work with sensitive and material information. A security breach of this information of this data can be extremely risky and hazardous. That is why Dialllog pays special attention to the security of the platform and data security in particular. Dialllog provides dedicated client servers, encryption and daily backups to meet regulatory requirements, ensure compliance with GDPR, and CCPA and prevent any threat to sensitive data. Read more about security here.
Benefits of Implementing Dialllog
For Private Equity Funds
For Private Equity Funds
Dialllog CRM helps Private Equity funds overcome the challenges faced by the industry by providing a centralised all-in-one relationship interactive database software.
- Get better visibilityWith many private equity companies to manage, important information easily gets lost. Dialllog delivers an efficient system for tracking financial history, previous interactions, and data.
Get a detailed overview of everyone your know, including their financial documents, assets, and data, in one place.
- Increase team productivityDialllog improves visibility and brings together all the private equity related data into your team's network.
On average any PE team with no CRM spends up to 30 days every year on searching for information. With Dialllog's smart search there is no need to chase colleagues and a middle office for some clients' information.
Frequently asked questions
A private equity CRM is used to manage sourcing, deal execution, portfolio company relationships, and LP communication in one structured system. Unlike generic sales CRMs, a PE CRM is designed around investment workflows, long deal cycles, and long-term relationship context.
Dialllog is built specifically for private equity workflows and works out of the box without external consultants or custom configuration. Platforms like DealCloud or Salesforce are highly configurable but typically require significant setup, ongoing admin effort, and professional services. Dialllog removes that dependency by providing pre-structured workflows aligned with how PE teams operate.
No. Dialllog does not require setup fees, implementation projects, or external consultants. The platform is ready to use immediately, with workflows structured for sourcing, IC preparation, deal execution, portfolio monitoring, and LP communication.
Most private equity teams are live in days, not months. Because workflows and data structures are pre-defined, teams can start using Dialllog without a long configuration or onboarding phase.
Yes. Dialllog is designed to support multiple funds, parallel investment strategies, and overlapping deal activity while preserving clear separation and access control across funds, deals, LPs, and portfolio companies.
Dialllog keeps all deal context — notes, emails, documents, milestones, and decisions — connected to each opportunity. This allows investment teams and IC members to review the full history of a deal without relying on disconnected documents or inbox searches.
Yes. Private equity teams use Dialllog to track portfolio company interactions, board cadence, value creation initiatives, KPIs, and follow-ups, ensuring continuity from deal execution into ownership.
Dialllog supports LP relationship tracking, fundraising workflows, diligence requests, and communication history, allowing teams to maintain long-term LP context across funds and fundraising cycles.
Dialllog provides role-based permissions and workflow visibility controls, allowing PE firms to restrict access by fund, deal, LP, or portfolio company. This ensures sensitive information is shared only with the appropriate stakeholders.
Dialllog is designed for private equity teams that want execution discipline, clarity, and speed without relying on heavy configuration or ongoing consulting support. It is commonly adopted by small and mid-sized funds, as well as larger teams seeking a streamlined system alongside more complex internal infrastructure.
Email-in-CRM with permissions by mandate; single-tenant, in-country hosting.
Yes. Connect external AI or use Dialllog AI for in-record summaries.
Don't bend to the ordinary,
forge your workstyle with Dialllog
forge your workstyle with Dialllog
