On the recordRead 7 Oct 202616 facts
ListAlpha
London, United Kingdom
Plans and prices
Starter
$135a month
up to 7 users · company research · contacts / adviser management · notes module
Read 7 Oct 2026 · listalpha.com
Standard
$165a month
7-20 users · deal flow management · investor relations · data migration and onboarding
Read 7 Oct 2026 · listalpha.com
Professional
Priced on request
20+ users · SSO/SCIM authentication · custom API development · on-demand integrations
Read 7 Oct 2026 · listalpha.com
On the record
- AI deal capture
- The AI Assistant can extract deal details from forwarded emails, enrich them, and create a deal or note record.listalpha.com · read 7 Oct 2026
- Audience
- The maker describes the platform as purpose-built for private equity teams and lists private equity and venture capital as markets.listalpha.com · read 7 Oct 2026
- Data enrichment
- The platform uses third-party data sources to keep contact details up to date.listalpha.com · read 7 Oct 2026
- Data location
- The privacy policy says data is stored on third-party servers in the UK and outside the UK, and that transfers outside the UK or EU receive additional protection as required by law.listalpha.com · read 7 Oct 2026
- Deal and fundraising workflows
- The platform covers deal flow, fundraising, and contact management for private equity teams.listalpha.com · read 7 Oct 2026
- Deal reporting
- ListAlpha supports deal flow tracking, analytics, and reporting to help teams review where opportunities come from.listalpha.com · read 7 Oct 2026
- Integrations
- The maker describes Outlook email and calendar integration, OneNote sync, Microsoft Teams availability, and third-party APIs.listalpha.com · read 7 Oct 2026
- Onboarding
- The maker says its onboarding team cleans and migrates historical data, with a stated migration timeline of under three weeks.listalpha.com · read 7 Oct 2026
- Privacy and AI
- The privacy policy says ListAlpha does not share personal user data with third-party AI models.listalpha.com · read 7 Oct 2026
- Product
- ListAlpha is a CRM platform for private equity funds to manage, track, and store information about investment activities.listalpha.com · read 7 Oct 2026
- Relationship management
- ListAlpha imports, organizes, and updates team contacts and provides relationship intelligence through native Outlook email and calendar integration.listalpha.com · read 7 Oct 2026
- Search and research
- Its search covers people, deals, and documents, and its company research presents business summaries, management, competitors, recent events, and risk/pros analysis.listalpha.com · read 7 Oct 2026
- Security certification
- ListAlpha announced completion of a SOC 2 Type II audit in January 2025.listalpha.com · read 7 Oct 2026
- Support
- The maker directs customers with support issues to [email protected].listalpha.com · read 7 Oct 2026
