Rithim

The Challenge

Investment firms were managing their deal pipelines in a patchwork of spreadsheets, CRMs built for sales teams, and email threads. Critical relationships and deal context lived in people's heads and inboxes, making it hard to collaborate, track history, or spot patterns across the portfolio. Generic CRMs like Salesforce weren't designed for how investors actually work — they forced investment processes into sales frameworks that didn't fit.

What Was Built

Built a purpose-built deal flow platform for investment firms. The system provides structured pipeline tracking with customizable stages, relationship management that surfaces connection history and warm intro paths, and analytics that help firms identify patterns in their deal flow. Every feature was designed specifically for how VCs and PE professionals think about their work — from the language used to label deal stages to the way relationships are mapped across firms and funds.

Tech Stack

Key Results

• Full pipeline visibility from first contact to close
• Relationship graph showing connections and warm intro paths
• Custom deal stages tailored to each firm's process
• Analytics dashboard for deal flow trends and conversion metrics