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- FamilyOffice.com Deal Pipeline CRM
On the recordRead 8 Oct 202620 facts
FamilyOffice.com Deal Pipeline CRM
On the record
- Activity and tasks
- Deal records can include call, email, meeting, and follow-up history, plus assigned diligence tasks and deadlines.familyofficer.com · read 8 Oct 2026
- Audience
- FamilyOfficer says it is built for single and multi-family offices, family office investment leaders, principals, and lean private investment teams.familyofficer.com · read 8 Oct 2026
- Compliance
- The maker says it does not assert third-party compliance certifications it has not implemented.familyofficer.com · read 8 Oct 2026
- Configurable stages
- Teams can configure pipeline stages, deal fields, and screening criteria to match their investment process.familyofficer.com · read 4 Oct 2026
- Connected workflow
- Each deal record links to its deal room and IC memo workspace for documents and investment committee materials.familyofficer.com · read 4 Oct 2026
- Connected workspace
- Each deal record links to a deal room for documents and an investment committee memo workspace.familyofficer.com · read 8 Oct 2026
- Deal sources
- The pipeline tracks brokered and proprietary deals and lets teams record and filter opportunities by source, including bankers, independent sponsors, outreach, and inbound leads.familyofficer.com · read 8 Oct 2026
- Integrations
- The security page says SSO can be configured for Google Workspace or Microsoft Azure AD and that multi-factor authentication is supported.familyofficer.com · read 8 Oct 2026
- Mandate fit
- Teams can apply investment thesis criteria at intake to flag deals that do not fit their sector, size, or structure requirements.familyofficer.com · read 8 Oct 2026
- Pipeline stages
- Teams can configure pipeline stages, deal fields, and screening criteria to match their investment workflow.familyofficer.com · read 8 Oct 2026
- Pricing and trial
- The product page offers a demo and platform walkthrough but displays no plan prices or trial terms.familyofficer.com · read 4 Oct 2026
- Product
- FamilyOfficer describes Deal Pipeline CRM as a stage-gated pipeline for tracking private-market opportunities from first contact through investment committee.familyofficer.com · read 8 Oct 2026
- Purpose
- FamilyOfficer describes Deal Pipeline CRM as a stage-gated pipeline for tracking family-office private-market opportunities from first contact through investment committee.familyofficer.com · read 4 Oct 2026
- Reporting
- Pipeline reporting includes stage conversion rates, average time in stage, and pass and pass-forward ratios.familyofficer.com · read 8 Oct 2026
- Security
- The maker describes role-based and deal-level access, document controls, logical data segregation, audit trails, and private deployment options; it explicitly makes no third-party certification claims on its security page.familyofficer.com · read 4 Oct 2026
- Security controls
- The maker describes role-based and deal-level access controls, document controls, audit trails, and logical data segregation, and says private deployment options are available.familyofficer.com · read 8 Oct 2026
- Support and buying
- The maker invites prospective customers to book a tailored demo and lists email as a contact option.familyofficer.com · read 4 Oct 2026
- Support and sales
- The contact page offers a tailored product walkthrough and provides an email contact for inquiries.familyofficer.com · read 8 Oct 2026
