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Best AI tools to dealmaker CRM for PE and VC

Short answer

Affinity ranks #1 for dealmaker CRM for PE and VC (score 8.4/10). Pricing: Essential $2,000/user/yr; free tier: no. Runners-up: Attio, DealCloud (Intapp).

Top 5, ranked by our published rubric. Sponsorship never affects the order. Last updated 2026-10-13.

Compare the top 5 side by side
#ToolScorePricingPaid fromFree tierWhat it is
1Affinity8.4From $2,000Essential $2,000/user/yrnoRelationship intelligence CRM for dealmakers
2Attio7.5Free tierPlus $35/user/mo annual ($44 monthly)yesAI-native CRM
3DealCloud (Intapp)7.4UnverifiedUnverifiedUnverifiedDeal and relationship management for capital markets
4Salesforce6.7Free tierStarter $25/user/moyes (Free Suite)CRM with Agentforce
54Degrees6.5CustomCustom pricing (contact sales)noRelationship intelligence CRM for private markets

Relationship intelligence CRM for dealmakers

Score 8.4/10Paid from: Essential $2,000/user/yrFree tier: noLast verified 2026-10-13

Why ranked: Its own site says: β€œAffinity CRM helps PE and VC firms source deals, manage relationships, and close faster with AI-powered relationship intelligence and automated data capture.” We placed it 1st of 5 on fit for this task. No free plan confirmed; paid from Essential $2,000/user/yr.

Fit 10.0 Β· value 3.8 Β· breadth 10 Β· availability 10 (how we score) Β· pricing source Β· site live

AI-native CRM

Score 7.5/10Paid from: Plus $35/user/mo annual ($44 monthly)Free tier: yesLast verified 2026-10-13

Why ranked: Its own site says: β€œThe system for revenue teams to build pipeline, accelerate deals, and grow accounts around the clock.” We placed it 4th of 5 on fit for this task. Free tier; paid from Plus $35/user/mo annual ($44 monthly).

Fit 5.5 Β· value 8.8 Β· breadth 10 Β· availability 10 (how we score) Β· pricing source Β· site live

Deal and relationship management for capital markets

Score 7.4/10Paid from: UnverifiedFree tier: UnverifiedLast verified 2026-10-13

Why ranked: Its own site says: β€œDrive smarter origination, stronger execution, and faster growth firmwide with AI-driven intelligence embedded in your workflows.” We placed it 2nd of 5 on fit for this task. Pricing unverified.

Fit 8.5 Β· value 5.0 Β· breadth 6 Β· availability 10 (how we score) Β· no readable pricing page Β· site live

SPONSORED Your tool here: paid placement is shown here, separate from the ranking, and never changes the order. Advertise

CRM with Agentforce

Score 6.7/10Paid from: Starter $25/user/moFree tier: yes (Free Suite)Last verified 2026-10-13

Why ranked: Its own site says: β€œSalesforce is the #1 AI CRM, helping companies connect with customers in a whole new way β€” uniting the data, apps, and agents that run the business.” We placed it 5th of 5 on fit for this task. Free tier; paid from Starter $25/user/mo.

Fit 4.0 Β· value 8.8 Β· breadth 10 Β· availability 10 (how we score) Β· pricing source Β· site live

Relationship intelligence CRM for private markets

Score 6.5/10Paid from: Custom pricing (contact sales)Free tier: noLast verified 2026-10-13

Why ranked: Its own site says: β€œ4Degrees is a Relationship Intelligence CRM Platform Designed to Empower Relationship Driven Teams to Better Leverage Their Networks to Eliminate Busy Work and Move More Deals Forward.” We placed it 3rd of 5 on fit for this task. No public price (sales-led).

Fit 7.0 Β· value 4.4 Β· breadth 6 Β· availability 10 (how we score) Β· pricing source Β· site live

FAQ

What is the best AI tool to dealmaker CRM for PE and VC?

By TaskRanking's published rubric, Affinity ranks first, followed by Attio and DealCloud (Intapp).

Is there a free AI tool to dealmaker CRM for PE and VC?

Yes: Attio has a free tier per its own pricing page (checked 2026-10-13).

How are these tools ranked?

Score = 50% fit, 25% value (from vendor pricing pages), 15% breadth, 10% availability. Sponsorship never affects rank.

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