The Ultimate Private Equity
AI-Powered CRM
Empowering Capital Raising Solutions, Building Stronger Financial Partnerships
Automate
Let automation do the heavy lifting for you so your team can focus on selling and supporting your clients.
Engage
Keep your leads and customers engaged with personalized campaigns, automated workflows, email marketing, sms reminders and social media integrations
Convert
Transform your database into cash-flow machine by leveraging state of the art AI tools to close deals faster
Raise
Scale your Business with Sales Automations, Data Analytics and Cyber Security threat detection to prevent attacks
Powerful Features to Elevate Your Pipeline
What You Can Do With zENFUNDING CRM:
✅ AI-Driven Deal Flow
Instantly sort, score, and prioritize opportunities so you spend less time filtering — and more time closing.
✅ Investor Relationship Intelligence
Track every touchpoint with LPs and prospects. Know when to follow up. Know what to say.
✅ Automated Reporting
Send clean, professional updates to your investors — without lifting a finger.
✅ Integrated Communication Tools
Email. SMS. Calls. Everything logged and accessible in one place.
✅ Security-First Design
Your data stays private. Your deals stay protected.
More Clarity. Less Clutter.
Real Results.
Build a pipeline that doesn’t leak
Track LP engagement with real-time insights
Automate follow-ups, reminders & reporting
Spend more time with capital partners — less time buried in spreadsheets
How Zenfunding CRM Elevates Your Private Equity Workflow
✅ Prioritize top deals instantly with AI-powered scoring
✅ Keep your pipeline clean, clear, and actionable
✅ Track every investor conversation in one place
✅ Automate follow-ups, reports & capital call reminders
✅ Personalize outreach with smart LP profiles
✅ Get real-time alerts when deals move or stall
✅ Share updates securely with encrypted document storage
✅ Stay compliant with built-in data protections
Ready To See It In Action?
Book a free demo and discover how the smartest teams in private equity are using AI to grow smarter, move faster, and build deeper investor trust.
Join countless organizations and explore the wonders of ZenFunding AI-Powered CRM.
Our Pricing
Silver
🔷AI Lead Capturing Tools
🔷Automated Investors Nurturing
& Conversions
🔷Pipeline Opportunity Management
🔷Email & SMS AI-Powered Marketing
🔷Data Reporting Tool
Gold
(POPULAR)
🔷Everything in Silver
🔷Custom High-Converting Investor Funnel
🔷Omni-Channel API Integration
🔷Vetted Investors Multi-Channel
Communication
🔷Priority Capital Raising Support
Diamond
🔷Everything in Gold
🔷AI Sales Agent
🔷Dedicated Account Manager
🔷ZF Corporate Training for your team
🔷Private Equity Launch & Advisory
Frequently Asked Questions
What makes this CRM different from tools like Salesforce or HubSpot?
Unlike general CRMs, our platform is built specifically for private equity. From deal flow tracking to LP communication, everything is tailored for capital raising and fund management — with AI doing the heavy lifting.
Can I manage investor relations and deal flow in the same dashboard?
Yes! You can track deals, LPs, communications, and fundraising progress all in one place. No more jumping between spreadsheets, email threads, or multiple platforms.
Is this CRM secure for sensitive deal and investor data?
Absolutely. We use industry-grade encryption, secure document storage, and full permission controls. Your data is protected every step of the way.
Can I automate investor updates and reports?
Yes — you can automate investor communications, fundraising updates, and even capital call reminders, all personalized and scheduled on your terms.
Do I need a tech team to get started?
Not at all. The platform is designed to be user-friendly. We’ll guide you through setup, and our support team is here if you need us.
Does it integrate with other tools I already use?
Yes! We support integrations with major tools for email, calendars, analytics, and more. And our team can assist with custom integrations if needed.