Toolkit
Tools and resources to help you source deals more effectively.
4degrees
AI-powered CRM for relationship-driven investors
CRMWorkflows
Affinity
CRM and relationship intelligence platform for dealmakers
CRM
Airtable
Flexible relational database and project tracker
WorkflowsAutomations
AlphaSense
AI-powered market intelligence search platform for investors
Expert NetworkResearch
Apollo
Sales intelligence and engagement platform
SequencerContact DatabaseCompany Database
Asana
Work management and team coordination platform
Workflows
Attio
Collaborative CRM and data platform for modern teams
CRMWorkflows
Axial
Private M&A and deal sourcing platform
Deal Database
Betalist
Early-stage startup discovery platform
Deal Database
CB Insights
Corporate intelligence and VC deal intelligence platform
ResearchDatabase
Clay
Outbound Automation platform
AutomationsSequencerCompany Database
Crunchbase
Business information about private and public companies
NewsResearchDeal Database
DealCloud
Finance CRM and deal management platform for investment firms
CRM
Dealroom
Startup and venture market intelligence platform
Deal DatabaseResearch
Exa
AI research agent with semantic search
AI Web Search
Grata
AI-powered private company search and deal intelligence for investment banking and private equity
Deal DatabaseContact DatabaseCompany Database
Harmonic
AI-powered portfolio monitoring and insight dashboard
Deal DatabaseContact DatabaseCompany Database
HeyReach
LinkedIn outreach automation tool
LinkedIn Automation
Hubspot
All-in-one CRM, marketing, and sales platform
CRM
Instantly
Sales engagement and lead intelligence platform for outreach campaigns
Sequencer
Inven
AI-powered company data platform for investment professionals
Database
LeadMagic
B2B lead generation platform with visitor identification and automated prospecting
SequencerContact DatabaseCompany Database
Lemlist
Cold email platform for sales and marketing outreach
SequencerContact DatabaseCompany Database
Make
No-code platform for building workflow automations and integrations
Automations
Meridian
AI CRM and deal management platform for private investors
CRMWorkflows
N8N
Open‑source, self‑hostable workflow automation & integration platform
Workflows
Ocean.io
Data-driven insights and automation platform for revenue professionals
Contact DatabaseCompany Database
Outreach.io
Sales execution platform for engaging prospects and driving revenue
Sequencer
PhantomBuster
Phantombuster provides ready-made data scrapers
Data Scraper
PitchBook
Comprehensive private-market data, research, and analytics platform
Deal DatabaseContact DatabaseCompany Database
Reply.io
Sales engagement platform with AI SDR and multichannel automation
Sequencer
Salesforce
Cloud-based CRM platform
CRM
Smartlead
AI-enhanced sales outreach automation platform
SequencerContact DatabaseCompany Database
Zapier
Workflow automation and app integration platform
Automations
ZoomInfo
B2B database of professional and company profiles for sales and marketing intelligence
Contact DatabaseCompany Database