Best Investor Relationship Management Software in 2026
Updated
In short: Visible is ranked #1 of 25 as of 8 October 2026, ahead of Clienteer and Juniper Square. The best-ranked option with a free plan is CAPLINK CRM. The lowest first paid tier on this page is orydio at CHF 6.58/mo.
Investor relationship management tools help teams keep investor information and related fundraising and portfolio work organized. Compared on LP and investor records, contact limits, and deal pipeline, the entries can also be weighed on email sync, portfolio tracking, and mobile app availability. Free plans and paid-from pricing add useful cost considerations. Visible, Clienteer, and Juniper Square are among the options shown. Think about the records your team needs to maintain and which parts of its investor workflow matter most, then compare the listed capabilities and access details.
25 investor relationship management software ranked on what their makers publish — plans and prices, free tiers, platforms and the facts on their own pages.
Investor Relationship Management Software, one module each. A lit port is something its maker publishes; 11 of the 25 on this page have a public API.
- 01 Visible API yesOSS not on recordFREE yesDOCS 7.3$59/mo
- 02 Clienteer API yesOSS not on recordFREE not on recordDOCS 6.9
- 03 Juniper Square API yesOSS not on recordFREE not on recordDOCS 6.9
- 04 4Degrees API yesOSS not on recordFREE not on recordDOCS 6.8
- 05 Dynamo CRM & Deal Management API yesOSS not on recordFREE not on recordDOCS 6.8
- 06 Affinity API yesOSS not on recordFREE not on recordDOCS 6.7$166.67/mo
- 07 Finta API yesOSS not on recordFREE not on recordDOCS 6.7$200/mo
- 08 ListAlpha API yesOSS not on recordFREE not on recordDOCS 6.7$135/mo
- 09 orydio API yesOSS not on recordFREE not on recordDOCS 6.7CHF 6.58/mo
- 10 SatuitCRM API yesOSS not on recordFREE not on recordDOCS 6.7$150/mo
- 11 Zapflow API yesOSS not on recordFREE not on recordDOCS 6.7€199/mo
- 12 CAPLINK CRM API not on recordOSS not on recordFREE yesDOCS 5.9€83.25/mo
- 13 Nautis Fundraising CRM API not on recordOSS not on recordFREE yesDOCS 5.9$49/mo
- 14 Relate Fundraising CRM API not on recordOSS not on recordFREE yesDOCS 5.9$60/mo
- 15 Dealtable API not on recordOSS not on recordFREE yesDOCS 5.8Free
- 16 OpenVC CRM API not on recordOSS not on recordFREE yesDOCS 5.8Free
- 17 Allvue Investment Management API not on recordOSS not on recordFREE not on recordDOCS 5.6
- 18 FamilyOffice.com Deal Pipeline CRM API not on recordOSS not on recordFREE not on recordDOCS 5.5
- 19 Navatar API not on recordOSS not on recordFREE not on recordDOCS 5.5
- 20 DealCloud API not on recordOSS not on recordFREE not on recordDOCS 5.4
- 21 Edda API not on recordOSS not on recordFREE not on recordDOCS 5.3
- 22 Fundingstack API not on recordOSS not on recordFREE not on recordDOCS 5.3$250/mo
- 23 Pipeline API not on recordOSS not on recordFREE not on recordDOCS 5.3$40/mo
- 24 SmartRoom API not on recordOSS not on recordFREE not on recordDOCS 5.2$833.33/mo
- 25 Altvia API not on recordOSS not on recordFREE not on recordDOCS 5.0
Compare all 25 in a table
| # | Platform | Score | Free plan | From | Free plan | Paid from | Contact limit | Email sync |
|---|---|---|---|---|---|---|---|---|
| 1 | Visible | 7.3 | Free plan | $59/mo | Yes | — | 250 | Yes |
| 2 | Clienteer | 6.9 | No | — | — | — | — | Yes |
| 3 | Juniper Square | 6.9 | No | — | — | — | — | Yes |
| 4 | 4Degrees | 6.8 | No | — | — | — | — | — |
| 5 | Dynamo CRM & Deal Management | 6.8 | No | — | — | — | — | — |
| 6 | Affinity | 6.7 | No | $166.67/mo | No | — | — | — |
| 7 | Finta | 6.7 | No | $200/mo | No | — | — | Yes |
| 8 | ListAlpha | 6.7 | No | $135/mo | No | 135 /user/mo | — | Yes |
| 9 | orydio | 6.7 | No | CHF 6.58/mo | No | — | — | Yes |
| 10 | SatuitCRM | 6.7 | No | $150/mo | No | — | — | Yes |
| 11 | Zapflow | 6.7 | No | €199/mo | No | — | — | Yes |
| 12 | CAPLINK CRM | 5.9 | Free plan | €83.25/mo | Yes | — | — | — |
| 13 | Nautis Fundraising CRM | 5.9 | Free plan | $49/mo | No | — | 500 | — |
| 14 | Relate Fundraising CRM | 5.9 | Free plan | $60/mo | Yes | — | — | Yes |
| 15 | Dealtable | 5.8 | Free plan | Free | — | — | — | Yes |
| 16 | OpenVC CRM | 5.8 | Free plan | Free | Yes | — | — | — |
| 17 | Allvue Investment Management | 5.6 | No | — | — | — | — | Yes |
| 18 | FamilyOffice.com Deal Pipeline CRM | 5.5 | No | — | — | — | — | — |
| 19 | Navatar | 5.5 | No | — | — | — | — | Yes |
| 20 | DealCloud | 5.4 | No | — | — | — | — | — |
| 21 | Edda | 5.3 | No | — | No | — | — | Yes |
| 22 | Fundingstack | 5.3 | No | $250/mo | No | 250 /user/mo | 1,500 | Yes |
| 23 | Pipeline | 5.3 | No | $40/mo | No | 40 /user/mo | — | Yes |
| 24 | SmartRoom | 5.2 | No | $833.33/mo | No | — | — | — |
| 25 | Altvia | 5.0 | No | — | — | — | — | — |
Is your platform on this list?
Numbered spots on this list can be sponsored, and a sponsored row is labelled as paid.
Questions about this list
Which investor relationship management software is ranked first on Inferse?
Visible is ranked #1 of 25 with a score of 7.3. Clienteer is second and Juniper Square third.
How many of these have a free plan?
6 of the 25 on this page publish a free plan on their own pricing pages.
Which is the cheapest paid option?
On this page, orydio has the lowest first paid tier we found: CHF 6.58/mo.
How is this list ranked?
Ranked on what each maker publishes, open and connectable first: a public API, open-source code, the depth of its documentation and a free tier to try it on. Model lists are sorted by the figure in their title, exactly as each provider publishes it.