ListAlpha

APIyesOSS—FREE—DOCS5/5
LI6.7#8 of 25
outWeb—Windows—Mac—Linux—Android—iOS

Ranked in Investor Relationship Management Software ·No free plan on record· paid from $135/mo

About

ListAlpha is ranked #8 of 25 in investor relationship management software on Inferse. It runs on API, Web. There is no free plan. Paid plans start at $135/mo.

Compared on investor relationship management software

Free plan
Nolistalpha.com
Paid from
$135/user/molistalpha.com
Email sync
Yeslistalpha.com
Deal pipeline
Yeslistalpha.com
LP and investor records
Yeslistalpha.com
Mobile app
Yeslistalpha.com

Facts

Product
ListAlpha is a CRM platform for private equity funds to manage, track, and store information about investment activities.listalpha.com · 7 Oct 2026
Deal and fundraising workflows
The platform covers deal flow, fundraising, and contact management for private equity teams.listalpha.com · 7 Oct 2026
Relationship management
ListAlpha imports, organizes, and updates team contacts and provides relationship intelligence through native Outlook email and calendar integration.listalpha.com · 7 Oct 2026
Data enrichment
The platform uses third-party data sources to keep contact details up to date.listalpha.com · 7 Oct 2026
Deal reporting
ListAlpha supports deal flow tracking, analytics, and reporting to help teams review where opportunities come from.listalpha.com · 7 Oct 2026
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.listalpha.com · 7 Oct 2026
AI deal capture
The AI Assistant can extract deal details from forwarded emails, enrich them, and create a deal or note record.listalpha.com · 7 Oct 2026
Integrations
The maker describes Outlook email and calendar integration, OneNote sync, Microsoft Teams availability, and third-party APIs.listalpha.com · 7 Oct 2026
Security certification
ListAlpha announced completion of a SOC 2 Type II audit in January 2025.listalpha.com · 7 Oct 2026
Privacy and AI
The privacy policy says ListAlpha does not share personal user data with third-party AI models.listalpha.com · 7 Oct 2026
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.listalpha.com · 7 Oct 2026
Onboarding
The maker says its onboarding team cleans and migrates historical data, with a stated migration timeline of under three weeks.listalpha.com · 7 Oct 2026
Support
The maker directs customers with support issues to [email protected].listalpha.com · 7 Oct 2026
Audience
The maker describes the platform as purpose-built for private equity teams and lists private equity and venture capital as markets.listalpha.com · 7 Oct 2026

Company

Founded
2021listalpha.com · 28 Sept 2026
Headquarters
London, United Kingdomlistalpha.com · 28 Sept 2026

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