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Nuno Godinho,
CIO at Velv
Luca Pope,
Global Client Solutions Manager at Black Mountain
Kyle Dorman,
Department Manager - Operations, Ray White
Tailored to your teams' needs
monday work management
monday sales CRM
monday campaigns
monday dev
monday service
Move deals faster with the most intuitive CRM - powered by AI and code-free automations.
Streamline deal sourcing and management with AI-driven automations, boosting efficiency and insights for every investment stage.
Spend less time updating, more time selling
Automate data entry, reminders, and deal progression so reps stay focused.
Full pipeline visibility
Sales managers and reps can see deal stages, activities, blockers, and revenue forecasts at a glance.
Custom workflows that match your sales process
Whether you're using inbound, outbound, or account-based selling â tailor every step to your team.
Never miss a follow-up
Get smart notifications powered by AI that tell you exactly who to contact and when.
Streamlines Deal Flow Management
Track every opportunity and move deals through standardized stages with easy drag-and-drop tools.
Automates Routine Work
Automations reduce manual tasks, ensuring follow-ups and records stay accurate as your firm scales.
Enhances Team Collaboration
Centralized communication and integration tools keep partners aligned on priorities and updates in real time.
Delivers Real-Time Insights
Custom dashboards show key metrics and trends, so you can make data-driven investment decisions quickly.
Most CRMs lack the workflow flexibility, automation, and support for complex, non-linear and regulated processes essential in venture capital and private equity. Their rigid, sales-focused design fails to address the industry's specialized deal tracking, compliance, and multi-party collaboration needs.
âI spend more time updating the CRM than selling.â
âOur CRM doesnât remind me who to follow up with or when.â
âI can't see where deals are getting stuck or why.â
âSales and marketing arenât aligned - I donât know which leads are worth my time.â
Our workflow is too complex for this CRMâs one-size-fits-all sales pipeline.
We spend hours manually updating data instead of automating our key processes.
The system canât track funds and deals the way we need for accurate reporting.
Compliance tracking is almost impossibleâwe still have to use spreadsheets.
Streamline deal sourcing and management with AI-driven automations, boosting efficiency and insights for every investment stage.
Teams in the venture capital and private equity industry use monday CRM to centralize deal flow, enhance collaboration, and streamline portfolio management for more efficient investment operations.
Portfolio Tracking
Monitor company performance, capital allocation, and expected returns in a centralized dashboard for clear portfolio oversight.
Relationship Management
Organize and nurture connections with founders, LPs, and advisors to unlock deal flow and strategic introductions.
Deal Flow Management
Track, prioritize, and move investment opportunities through custom pipeline stages with real-time updates.
Collaboration & Workflow Automation
Automate repetitive tasks and collaborate seamlessly across teams by sharing notes, files, and status updates.
Integration with VC Tools
Connect with email, data rooms, and analytical tools to sync communications and maintain a single source of truth.
Advanced Reporting & Analytics
Generate custom reports on pipeline, ROI, and portfolio health to enable better, data-driven decision-making.
Everything integrated
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every integration you can imagine
Many roles. One CRM.
Business owners
Categorize bugs automatically
Business owners
Manage your entire sales cycle, track client communication, and connect your projects, marketing activities and much more with a CRM thatâs easy to use.
Sales leaders
Quickly identify trends and opportunities
Sales leaders
Give your sales team a platform theyâd actually want to use, and get a full overview of their sales performance so you can make faster and better-informed decisions.
Sales teams
Hit your goals faster
Sales teams
Spend less time updating information in your CRM and more time out in the field selling. monday CRM automates and optimizes your work, simplifying the admin jobs you canât stand.
Account managers
Retain customers, beat the churn
Account managers
Easily reference past client communication, monitor account health, and manage client projects with a CRM that empowers you to grow relationships that last.
IT & Ops
Increase efficiency, decrease complexity
IT & Ops
Use one central platform to help your sales team be more productive. Consolidate your tech stack or integrate with your favorite tools â either way, do your thing.
Talk to an expert for enterprise solutions
Manage and control your entire go-to-market cycle from pre-to-post sales â in one place, and benefit from:
- Premium implementation
- Enterprise-grade security
- Advanced permissions
- 24/7 premium support
Talk to sales
Speed up your sales with AI
Call & timeline summaries
Get the short & sweet of it
Whether itâs summarizing a Zoom call or a contactâs activity history, AI generates and logs key details in every timeline.
Get Started
Email composition
Let AI do the heavy writing
Keep it consistent, clear, and personal with context-specific AI email composition to boost engagement.
Get Started
SDR assistant & autofill fields
Take the âsearchâ out of âresearchâ
When new leads come in, AI generates info like an incoming request summary, company details, and even suggested discovery questions.
Get Started
PDF data extraction
All details, â¨no digging
Skim pages in a click with AI that extracts info like contract terms or invoice details directly from PDF documents to shorten turnaround time.
Get Started
Sentiment analysis
Get the bottom line up front
See if a contact is feeling positive, negative, or neutral so you know how to prioritize and approach them.
Get Started
Loved by teams and organizations
Intuitive customization
Flexible yet standardized
Easily build any workflows that match your requirements with a no-code, drag-and-drop interface.
6,970
hours saved per month
Chris Funk
Senior Director of Product Innovation
âIt's customizable to your needs. It's like water. Itâll take its shape and wrap around whatever you need it to do.â
Designed with everyone in mind
People love to use it
Onboard your entire organization to an intuitive platform they will love from the first click.
Tom Mitchell
Digital Business Change Manager
âWe have digital operations managers who have never touched a capital spreadsheet in their lives, and they absolutely love this. But they look at this and say, âThis is so easy.ââ
Smooth cross-org adoption
Fast time to value
Gain instant value with a platform that is quick to implement and easy to learn.
Anastasia Blaylock
Director of Treasury Management
"Everyone onboarded really, really fast. It's like an iPhone in a way in that you just know how and what you want to do next.â
Intuitive customization
Alignment at every level
Break down siloes with centralized cross-team communication that aligns goals with execution.
6,970
hours saved per month
Sarah Pharr
AVP Marketing
âSince adopting monday.com, our global marketing department has seen a 40% improvement in cross-team collaboration for successful end-to-end campaign planning and execution.â
Nuno Godinho,
CIO at Velv.
Luca Pope,
Global Client Solutions Manager at Black Mountain.
Kyle Dorman,
Department Manager - Operations, Ray White
Resources to hit your goals
The bottom line
Get the unfiltered scoop from sales leaders about how to tackle major challenges with care.
Whatâs new
Be the first to get the latest on the newest features and updates weâre rolling out on monday CRM.
monday CRM blog
Get the most out of monday CRMâ¨to improve efficiency at every stage of the customer journey.
Follow us on LinkedIn
Enter the wonderful world of monday CRM. Get sales tips, to product updates, and more.
Frequently ask question
How can monday CRM help us manage our deal flow more effectively?
monday CRM offers customizable pipelines with easy drag-and-drop functionality, so your team can clearly track, prioritize, and move deals through every stage with full visibility.
Is it possible to keep all communications and documents related to a deal in one place?
Yes, monday CRM centralizes emails, calls, notes, and files for each deal, ensuring your team has everything organized and accessible whenever needed.
Can we track our portfolio companies and see an overview of our investments?
With dedicated views and dashboards, monday CRM lets you quickly see capital allocation, expected returns, and risk levels across your portfolio companies at a glance.
How does monday CRM help us reduce manual work for our team?
monday CRM automates repetitive tasks like logging communications and sending follow-up reminders, freeing up your team to focus more on high-value activities.
What collaboration features are available for partners and associates?
monday CRM makes it easy for teams to collaborate through shared boards, real-time updates, and integrations with tools like Slack and Google Drive.
Can we customize analytics to monitor key performance indicators relevant to our firm?
Yes, you can build real-time dashboards and reports tailored to your firmâs metrics, so you can track deal performance, partner activity, and other important data points.
Is monday CRM a good fit for growing teams or firms of different sizes?
Absolutely, monday CRMâs flexible pricing and easy-to-use design allow firms of any size to scale up operations without adding unnecessary complexity.
