FamilyOffice.com Deal Pipeline CRM

Spec sheet

Purpose

FamilyOfficer describes Deal Pipeline CRM as a stage-gated pipeline for tracking family-office private-market opportunities from first contact through investment committee.Read 4 Oct 2026 · familyofficer.com

Product

FamilyOfficer describes Deal Pipeline CRM as a stage-gated pipeline for tracking private-market opportunities from first contact through investment committee.Read 8 Oct 2026 · familyofficer.com

Audience

FamilyOfficer says it is built for single and multi-family offices, family office investment leaders, principals, and lean private investment teams.Read 8 Oct 2026 · familyofficer.com

Platforms

The maker page links to the platform and demo but does not state downloadable desktop, mobile, or browser-extension availability.Read 4 Oct 2026 · familyofficer.com

Integrations

The security page says SSO can be configured for Google Workspace or Microsoft Azure AD and that multi-factor authentication is supported.Read 8 Oct 2026 · familyofficer.com

Security

The maker describes role-based and deal-level access, document controls, logical data segregation, audit trails, and private deployment options; it explicitly makes no third-party certification claims on its security page.Read 4 Oct 2026 · familyofficer.com

Compliance

The maker says it does not assert third-party compliance certifications it has not implemented.Read 8 Oct 2026 · familyofficer.com

Activity and tasks

Deal records can include call, email, meeting, and follow-up history, plus assigned diligence tasks and deadlines.Read 8 Oct 2026 · familyofficer.com

Configurable stages

Teams can configure pipeline stages, deal fields, and screening criteria to match their investment process.Read 4 Oct 2026 · familyofficer.com

Connected workflow

Each deal record links to its deal room and IC memo workspace for documents and investment committee materials.Read 4 Oct 2026 · familyofficer.com

Connected workspace

Each deal record links to a deal room for documents and an investment committee memo workspace.Read 8 Oct 2026 · familyofficer.com

Deal sources

The pipeline tracks brokered and proprietary deals and lets teams record and filter opportunities by source, including bankers, independent sponsors, outreach, and inbound leads.Read 8 Oct 2026 · familyofficer.com

Mandate fit

Teams can apply investment thesis criteria at intake to flag deals that do not fit their sector, size, or structure requirements.Read 8 Oct 2026 · familyofficer.com

Pipeline stages

Teams can configure pipeline stages, deal fields, and screening criteria to match their investment workflow.Read 8 Oct 2026 · familyofficer.com

Pricing and trial

The product page offers a demo and platform walkthrough but displays no plan prices or trial terms.Read 4 Oct 2026 · familyofficer.com

Reporting

Pipeline reporting includes stage conversion rates, average time in stage, and pass and pass-forward ratios.Read 8 Oct 2026 · familyofficer.com

Security controls

The maker describes role-based and deal-level access controls, document controls, audit trails, and logical data segregation, and says private deployment options are available.Read 8 Oct 2026 · familyofficer.com

Support and buying

The maker invites prospective customers to book a tailored demo and lists email as a contact option.Read 4 Oct 2026 · familyofficer.com

Support and sales

The contact page offers a tailored product walkthrough and provides an email contact for inquiries.Read 8 Oct 2026 · familyofficer.com

Target users

The product is aimed at family-office investment teams handling direct acquisitions, co-investments, fund commitments, and private-market deal flow.Read 4 Oct 2026 · familyofficer.com

Where Specifiction places it

• Investor Relationship Management Software#23 of 257.1