Relationship CRM
Affinity
Relationship intelligence, automatic activity capture and existing deal pipeline.
Export guide + file mappingWhy use both & how to import →Uranus Portico / Import your existing data
Use your current data to start a review.
Bring the selected data your team is permitted to use into a reviewed import. No passwords, browser cookies, or hidden exports.
Institutional CRM
Intapp DealCloud
Configurable firm workflows, relationship history, enterprise CRM permissions and compliance processes.
Export guide + file mappingWhy use both & how to import →Cap tables and fund administration
Carta
Legal ownership records, cap tables, administrator books, capital accounts, reporting and forecasting.
Export guide + file mappingWhy use both & how to import →Fund administration
AngelList
Fund administration, legal/tax workflows, investor records and accountant-reviewed statements.
Export guide + file mappingWhy use both & how to import →Portfolio monitoring
Visible
Recurring founder collection, metrics, source-linked verification, portfolio monitoring and investor reporting.
Export guide + file mappingWhy use both & how to import →Portfolio monitoring
Standard Metrics
Managed portfolio data collection, quality assurance, metrics, benchmarks, financial collaboration and sourced analysis.
Export guide + file mappingWhy use both & how to import →Fund and portfolio intelligence
Vestberry
VC portfolio and fund record, ownership economics, reporting and AI extraction with source citations/review.
Export guide + file mappingWhy use both & how to import →Flexible CRM
Attio
Modern flexible CRM, relationship records, pipeline, activity and existing workflows/agents.
Export guide + bounded read adapterWhy use both & how to import →Enterprise CRM
Salesforce
Enterprise CRM, custom objects, existing automation and governed relationship workflows.
Export guide + file mappingWhy use both & how to import →CRM and outreach
HubSpot
CRM, marketing/sales activity, pipeline and outreach automation.
Export guide + bounded read adapterWhy use both & how to import →Custom database
Airtable
Flexible firm databases, forms, interfaces, collaborative records and custom automations.
Export guide + file mappingWhy use both & how to import →Open-source CRM
Twenty
Self-hostable configurable CRM, records, pipeline, workflows and relationship capture.
Export guide + file mappingWhy use both & how to import →Open-source low-code CRM
Corteza
Configurable self-hosted business records, low-code workflows and CRM modules.
Export guide + file mappingWhy use both & how to import →Permission does not travel automatically with a file.
New sources are private to their uploader and workspace owners. A workspace owner explicitly reviews sharing. Source IDs, file hashes, row locators, and retained originals support review; they do not prove accounting accuracy or licensed redistribution rights.
Attio and HubSpot have implemented, bounded read adapters for up to 100 companies. A connection is marked verified only after its own authorized request succeeds. Other providers currently have export guides and generic field mapping, not native live sync. Named real-world export formats require customer fixture validation.
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