The CRM for emerging and first-time fund managers
Deal flow, a fundraising pipeline you can forecast, and every LP relationship in one place. Built for small teams raising a first or second fund, at a published price, with no enterprise contract and no implementation project.
$150 per user per month · 14-day free trial
The best CRM for an emerging manager understands funds from the first day and is priced for a small team. The established fund-manager platforms are built and priced for large managers, and general sales CRMs make you bend funds, LPs and IC decisions into objects that do not fit. The GP edition of Henosis REP treats funds, investors and commitments as records of their own, projects your raise from weighted commitments and maps every LP relationship, with an AI assistant in every screen, 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 general CRMs were never built for funds, LPs or an investment committee.
Enterprise pricing
The established fund-manager platforms are built and priced for large managers, with 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 general CRM and it still does not fit.
Spreadsheet sprawl
The raise lives in one spreadsheet, the deals in another, and the LP contacts in your inbox.
No leverage
On a small team, every hour spent on CRM upkeep is an hour not spent raising or sourcing.
Fund-aware and sized for a small fund.
Everything an emerging manager needs to raise and deploy, without the enterprise overhead.
See the raise before it closes
The fundraising pipeline projects your raise from probability-weighted commitments: closed, weighted, projected against target, and the gap. The raise becomes a number you can forecast.
Every relationship behind a commitment
Each investor is a record that maps to all the people you know at that institution, with roles and a primary signatory.
Restricted deals stay restricted
Mark a deal restricted and only the deal team can see it. The database enforces the wall.
Working in it the same day
Sign up for the 14-day trial and land in the GP workspace. There is no implementation project.
See the full GP workspace, pricing, or the rest of the platform.
Questions emerging managers ask us
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 with a CRM that understands funds.
Start a free trial and land in the GP workspace, with deal flow, fundraising and LP relationships ready the same day.