ListAlpha

5.8easy start · #25of 25
in Investor Relationship Management Software

Free to practise onno
Free trialno
Well documentedyes
Runs where you workno

Runs on api, Web. Paid plans from $135/mo.

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

ListAlpha plans and pricing

All plans

Starter $135/mo per user/per month (min of 5) up to 7 users · company research · contacts / adviser management · notes module listalpha.com · 7 Oct 2026

Standard $165/mo per user/per month 7-20 users · deal flow management · investor relations · data migration and onboarding · includes Starter benefits listalpha.com · 7 Oct 2026

Professional Contact us 20+ users · SSO/SCIM authentication · custom API development · on-demand integrations · includes Standard benefits listalpha.com · 7 Oct 2026

Compared on investor relationship management software

Free plan: No
Paid from: $135/user/mo
Email sync: Yes
Deal pipeline: Yes
LP and investor records: Yes
Mobile app: Yes

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The record

Product: ListAlpha is a CRM platform for private equity funds to manage, track, and store information about investment activities.
Deal and fundraising workflows: The platform covers deal flow, fundraising, and contact management for private equity teams.
Relationship management: ListAlpha imports, organizes, and updates team contacts and provides relationship intelligence through native Outlook email and calendar integration.
Data enrichment: The platform uses third-party data sources to keep contact details up to date.
Deal reporting: ListAlpha supports deal flow tracking, analytics, and reporting to help teams review where opportunities come from.
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.
AI deal capture: The AI Assistant can extract deal details from forwarded emails, enrich them, and create a deal or note record.
Integrations: The maker describes Outlook email and calendar integration, OneNote sync, Microsoft Teams availability, and third-party APIs.
Security certification: ListAlpha announced completion of a SOC 2 Type II audit in January 2025.
Privacy and AI: The privacy policy says ListAlpha does not share personal user data with third-party AI models.
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.
Onboarding: The maker says its onboarding team cleans and migrates historical data, with a stated migration timeline of under three weeks.
Support: The maker directs customers with support issues to [email protected].
Audience: The maker describes the platform as purpose-built for private equity teams and lists private equity and venture capital as markets.
Price from: $135/mo

Where it ranks on The Geeks Club

Best Investor Relationship Management Software in 2026#25 of 25

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Sources

listalpha.com/privacy· checked 7 Oct 2026
listalpha.com· checked 7 Oct 2026
listalpha.com/platform-guides/company-research· checked 7 Oct 2026
listalpha.com/post/introducing-listalphas-ai-assistan· checked 7 Oct 2026
listalpha.com/post/listalpha-achieves-soc-2-type-ii-c· checked 7 Oct 2026
listalpha.com/post-purchase· checked 7 Oct 2026
listalpha.com/pricing· checked 7 Oct 2026