Pipeline

6.6easy start · #11of 25
in Investor Relationship Management Software

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

Runs on Web. Paid plans from $40/mo.

Pipeline is ranked #11 of 25 in investor relationship management software on The Geeks Club. It runs on Web. There is no free plan. A free trial is offered. Paid plans start at $40/mo.

Pipeline plans and pricing

All plans

Pipeline $40/mo $40 per user / month Unlimited access after 2-week free trial pipeline.io · 4 Oct 2026

Compared on investor relationship management software

Free plan: No
Paid from: $40/user/mo
Email sync: Yes
Deal pipeline: Yes
LP and investor records: Yes
Portfolio tracking: Yes

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The record

What it does: Pipeline is a deal flow management tool for lean, fast-moving venture capital teams.
Intended users: The site lists VC funds, syndicates, family offices, and individual investors as customers.
Deal tracking: Users can add deals and track key information from initial contact through closing.
Deal workflow: Custom statuses and a drag-and-drop Kanban board help teams organize and track active deals.
Analytics: Analytics provide an overview of pipeline activity and funnel metrics.
Tasks and reminders: Users can add notes, track tasks, and set reminders for deals or contacts.
Team controls: Teams can invite members, control permissions, and assign tasks.
Crunchbase integration: The Crunchbase integration syncs company or contact data including firmographics, funding history, and financial information.
Gmail integration: The integrations page says users can connect Gmail to view emails related to a deal or contact and labels this feature “coming in Fall 2024.”
Security: The privacy notice says Pipeline has implemented technical and organizational security measures but cannot guarantee complete security.
Support: The privacy notice directs users with questions or concerns to [email protected].
Company background: Pipeline says investors founded the company after navigating more than 75 private investments and building the product they wished they had.
Headquarters: San Francisco, California, United States
Price from: $40/mo

Where it ranks on The Geeks Club

Best Investor Relationship Management Software in 2026#11 of 25

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Sources

pipeline.io· checked 4 Oct 2026
pipeline.io/product· checked 4 Oct 2026
pipeline.io/integrations· checked 4 Oct 2026
pipeline.io/privacy-policy· checked 4 Oct 2026
pipeline.io/about· checked 4 Oct 2026