Guides & comparisons / Your existing tools

How Uranus works alongside your current stack.

Keep the CRM, portfolio platform, and administrator you trust. These guides explain how permitted data can support checked figures, assigned follow-ups, and partner review in Uranus.

The operating thesis

Why use both: your VC stack and Uranus

Keep the tools that hold your relationships and records. Test a focused layer for evidence, owned work, and reviewed results.

Relationship CRM

Why use Affinity and Uranus together

A warm introduction still needs a finish line.

Institutional CRM

Why use Intapp DealCloud and Uranus together

Keep the firm’s schema. Make the next step explicit.

Cap tables and fund administration

Why use Carta and Uranus together

Respect the authoritative record. Organize the work around it.

Fund administration

Why use AngelList and Uranus together

Fund operations remain the reference. Review work gets its own trail.

Portfolio monitoring

Why use Visible and Uranus together

Keep the update channel. Carry the unanswered question forward.

Portfolio monitoring

Why use Standard Metrics and Uranus together

Good data should lead to a specific, reviewed next step.

Fund and portfolio intelligence

Why use Vestberry and Uranus together

Source citations are already here. Follow-through must earn its place.

Flexible CRM

Why use Attio and Uranus together

A flexible CRM stays flexible. Portfolio evidence gets explicit review.

Enterprise CRM

Why use Salesforce and Uranus together

Keep the governed CRM. Start with a narrow operational question.

CRM and outreach

Why use HubSpot and Uranus together

Keep relationship and outreach context attached to its source.

Custom database

Why use Airtable and Uranus together

A view is a useful selection. It is not always the access boundary.

Open-source CRM

Why use Twenty and Uranus together

Keep the self-hosted CRM. Add a focused VC review model.

Open-source low-code CRM

Why use Corteza and Uranus together

Preserve the configured application and verify its export version.