Whitestone CRM Pricing
Flexible plans designed for investment firms of every size
Whitestone CRM offers flexible plans tailored to private equity, venture capital, hedge funds, and more. Whether you’re building your first pipeline or managing multiple funds, choose the plan that fits your strategy and scale.
Plans for Every Stage of Growth
From early-stage firms to global funds, Whitestone CRM offers pricing tiers that grow with your business. Each plan includes secure CRM functionality, with advanced options for analytics, LP/GP management, and enterprise-grade integrations.
- Core CRM functionality
- Deal flow management
- Email sync & contact tracking
- Secure investor records
- Everything in Starter
- Advanced analytics & dashboards
- LP/GP management tools
- Relationship mapping
- Investor & leadership reporting
- Everything in Growth
- API access & integrations
- Enhanced security controls
- Role-based permissions
- Dedicated onboarding & support
Every Plan Includes
Enterprise-Grade Security
SOC2-compliant, GDPR-ready, with full encryption.
Trusted by Investment Firms
Designed for private equity, venture capital, and more.
Guided Onboarding
Get your team live in weeks, not months.
Expert Support
Access investor workflow specialists anytime.
Ready to See Whitestone in Action?
Book a demo today and discover how Whitestone CRM can help your firm manage deals, strengthen investor relationships, and grow with confidence.