In 2026, private equity teams have solid CRM options like DealCloud, Affinity,...

https://shed-wiki.win/index.php/Private_Equity_CRM_Checklist:_What_to_Decide_Before_You_Buy_Anything

In 2026, private equity teams have solid CRM options like DealCloud, Affinity, and Salesforce. DealCloud offers deep deal pipeline management tailored for PE workflows, while Affinity focuses on relationship intelligence and network tracking