The CRM for emerging & first-time fund managers
Fund-aware deal flow, a fundraising pipeline you can forecast, and LP relationships mapped end to end. Purpose-built for emerging, first-time and solo GPs, AI-native, and self-serve at a transparent price. No enterprise contract, no implementation project.
$150 / user / month · 14-day free trial
The best CRM for an emerging or first-time fund manager is one that is fund-aware from day one and priced for a small team. The established fund-manager platforms are built and priced for large managers, and generic sales CRMs make you bend funds, LPs and IC decisions into objects that do not fit. Henosis REP's GP edition treats funds, investors and commitments as first-class records, projects your raise from weighted commitments, and maps every LP relationship, all AI-native and self-serve at $150 per user per month, with a 14-day free trial.
The first fund is the hardest to find software for
Enterprise fund platforms are out of reach, and generic CRMs were never built for funds, LPs or an IC.
Enterprise pricing
the established fund-manager platforms are built and priced for large managers: custom-quoted contracts a first fund can rarely justify.
Generic CRMs miss it
a fund is not a sales account and an LP is not a lead; you bend a generic CRM and it still doesn't fit.
Spreadsheet sprawl
the raise lives in a spreadsheet, the deals in another, and the LP contacts in your inbox: nothing joined up.
No leverage
as a small team, every hour spent on manual CRM upkeep is an hour not spent raising or sourcing.
Fund-aware, AI-native, and right-sized for a small fund
Everything an emerging manager needs to raise and deploy, without the enterprise overhead.
See the raise before it closes
A weighted fundraising pipeline projects your raise from probability-weighted commitments (closed, weighted, projected against target, and the gap) so the raise is a forecastable number, not a guess.
Every relationship behind a commitment
Investors are first-class records that map to all the people you know across an institution: one LP, many contacts, with roles and a primary signatory.
Walls that actually hold
Mark restricted deals so they are only visible to the deal team: ethical walls enforced with row-level security, not just hidden in the UI.
Live the same day
Self-serve from a 14-day free trial: sign up and land in the GP workspace, with no implementation project.
See the full GP workspace, pricing, or the rest of the platform.
CRM for emerging GPs, answered
What is the best CRM for an emerging or first-time fund manager?
Is there an affordable deal-flow and fundraising CRM for solo GPs and small funds?
What CRM should a first-time fund manager use to track LPs and fundraising?
How is this different from a general sales CRM for a small fund?
Can a small fund get started without a long implementation?
How much does the GP edition cost for an emerging manager?
Raise your first fund on a platform that gets it
Start a free trial and land straight in the GP workspace: deal flow, fundraising and LP relationships, ready the same day.