Affinity From $166.67/mo 9.3 Visit ListAlpha
listalpha.com
Spec sheet
- Product
- ListAlpha is a CRM platform for private equity funds to manage, track, and store information about investment activities.Read 7 Oct 2026 · listalpha.com
- Audience
- The maker describes the platform as purpose-built for private equity teams and lists private equity and venture capital as markets.Read 7 Oct 2026 · listalpha.com
- Integrations
- The maker describes Outlook email and calendar integration, OneNote sync, Microsoft Teams availability, and third-party APIs.Read 7 Oct 2026 · listalpha.com
- Support
- The maker directs customers with support issues to [email protected].Read 7 Oct 2026 · listalpha.com
- Headquarters
- London, United KingdomRead 28 Sep 2026 · listalpha.com
- Founded
- 2021Read 28 Sep 2026 · listalpha.com
- AI deal capture
- The AI Assistant can extract deal details from forwarded emails, enrich them, and create a deal or note record.Read 7 Oct 2026 · listalpha.com
- Data enrichment
- The platform uses third-party data sources to keep contact details up to date.Read 7 Oct 2026 · listalpha.com
- Data location
- The privacy policy says data is stored on third-party servers in the UK and outside the UK, and that transfers outside the UK or EU receive additional protection as required by law.Read 7 Oct 2026 · listalpha.com
- Deal and fundraising workflows
- The platform covers deal flow, fundraising, and contact management for private equity teams.Read 7 Oct 2026 · listalpha.com
- Deal reporting
- ListAlpha supports deal flow tracking, analytics, and reporting to help teams review where opportunities come from.Read 7 Oct 2026 · listalpha.com
- Onboarding
- The maker says its onboarding team cleans and migrates historical data, with a stated migration timeline of under three weeks.Read 7 Oct 2026 · listalpha.com
- Privacy and AI
- The privacy policy says ListAlpha does not share personal user data with third-party AI models.Read 7 Oct 2026 · listalpha.com
- Relationship management
- ListAlpha imports, organizes, and updates team contacts and provides relationship intelligence through native Outlook email and calendar integration.Read 7 Oct 2026 · listalpha.com
- Search and research
- Its search covers people, deals, and documents, and its company research presents business summaries, management, competitors, recent events, and risk/pros analysis.Read 7 Oct 2026 · listalpha.com
- Security certification
- ListAlpha announced completion of a SOC 2 Type II audit in January 2025.Read 7 Oct 2026 · listalpha.com
Plans and prices
Starter $135 a month per user/per month (min of 5) up to 7 users · company research · contacts / adviser management · notes module Read 7 Oct 2026 · listalpha.com
Standard $165 a month per user/per month 7-20 users · deal flow management · investor relations · data migration and onboarding · includes Starter benefits Read 7 Oct 2026 · listalpha.com
Professional Priced on request Contact us 20+ users · SSO/SCIM authentication · custom API development · on-demand integrations · includes Standard benefits Read 7 Oct 2026 · listalpha.com
Where Specifiction places it
- Investor Relationship Management Software#14 of 257.5
Alternatives to ListAlphaAll alternatives →
Affinity From $166.67/mo 9.3 Visit 
4Degrees 7.8 Visit 
Altvia 7.8 Visit