Whitestone CRM | AI Relationship CRM for Investors

The AI-powered relationship intelligence CRM built for private equity, venture capital, hedge funds, family offices, wealth managers, strategy consultants, and corporate development teams.

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Ai-powered enrichment ensures your team never misses critical insights.
Purpose-built for investment firms – manage fundraising, deal flow, and relationships seamlessly.
Enriched insights help your team stay on top of every opportunity.
Trusted by leading firms worldwide.

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Seamless Integrations

Whitestone works with the tools your team already uses – from email and calendars to data providers and analytics platforms.

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Deal Flow Management

Relationship Mapping

Fundraising & LP/GP Management

Data Enrichment

Analytics & Reporting

Collaboration Tools

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Private Equity

Venture Capital

Hedge Funds

Wealth Managers & Family Offices

Strategy Consultants

Corporate Development

Investment Banking

Accelerators & Incubators

Fund of Funds

Private Credit

Asset Management

Trusted by Investment Teams

“Whitestone has transformed how we manage deal flow and LP relationships.”

Kim Smith

Satisfied Customer

“The relationship mapping tools are game-changing for our fundraising process.”

John Williams

Satisfied Customer

“Finally, a CRM built for investors, not sales reps.”

Liz James

Satisfied Customer