CRM
A platform designed for dealmaking
Relationship intelligence
Understand every relationship in your firm’s network
Automatic data capture
Sync communications and enrich records with deal-ready data
Purpose-built workflows
Find deals, manage deal flow, support your portcos, and manage your LPs
Drive deals with relationship insights
Techvex gives you visibility into your entire firm’s network with every interaction, best introduction path, and the full history of engagement logged. Uncover even more paths to deals with inferred connections extending beyond your firm’s existing network to contacts with a shared work history.
Build your network automatically
Automatically create every record in your CRM by syncing your firm’s email and calendar events to create people and company profiles—saving hundreds of hours in manual data entry. Your network is automatically kept up to date, with every interaction captured and records enriched with data from over 40 trusted sources. Your firm’s data is safe with enterprise security and access controls that meet or exceed industry certification requirements.
Use data across the firm
With network, deal, and portfolio data integrated and accessible across systems, you can enable investing teams to drive deals and make decisions faster. Portco managers can track their engagement, LP management and communication is easier, and activity data can be tracked and analyzed to show where your firm can more efficient and effective.
Private capital predictions for 2025
Is deal flow about to bounce back? Find out with analysis on why nearly 300 dealmakers are turning up the notch on outbound deal sourcing, how they’re using AI to tackle data complexities, and top strategies to stand out in a competitive market.
Where to next?
What is relationship intelligence?
See how it’s gathered, and why it’s critical to relationship-driven dealmaking.
Reporting that drives deals
Analyze deal, relationship, and interaction data to uncover insights and optimizations faster.
The CRM in action
Discover how easy it is to quickly get started with the Techvex platform.
Enterprise-grade security
Learn about the comprehensive security frameworks that safeguard your firm’s data.