Dealflow CRM

Never lose track of the
deals that matter

Connect, communicate, collaborate and close with full deal context in one place.

Trusted by 100+ leading private capital firms

234
+

hours saved per month

30
%

more deals sourced

3
x

faster contact to closure

DEALFLOW MANAGEMENT PLATFORM FOR PRIVATE CAPITAL

Purpose-built for modern
investment teams

Give your team a smarter way to stay on top of deal activity and relationships. Turn everyday email and calendar activity into connected relationship intelligence, reduce manual work and move the deals that matter with better visibility.

Add deals from multiple sources to a flexible pipeline

Capture deal data automatically and organize it in a flexible pipeline built for how private capital teams actually work. Each deal record brings together communication history, notes, documents, reminders, and next steps, giving your team the visibility to track progress and keep high priority opportunities on course through screening, diligence, and decision.

Build institutional memory across your dealflow.

Keep founder conversations, relationship history, internal notes, meetings and deal activity connected in one shared system, helping teams preserve context and retain knowledge over time.

Find the best path to the right deal.

See how your firm’s network connects to each deal opportunity and where existing relationships can open doors.

Integrations built around your workflow.

Let your team continue using the tools they already rely on, while Taghash integrations keep data, conversations, and context captured, connected, and ready for action inside your workflows.

TAGHASH ADVANTAGE

Dealflow CRM built for

how fund teams work

Connect email, WhatsApp, LinkedIn, web forms, and more to capture deal activity, enrich records and keep all interactions tied to the deal.

Track deals in a shared view your team can rely on, switch between table, kanban and list views, and keep the pipeline updated in real-time.

Keep notes, tasks, reminders, documents, and activity linked at the deal level. This helps your team stay organized, follow up on time, and keep every opportunity moving forward with full context.

Coordinate work across teams and stakeholders using shared deal workspaces with granular access control. Configure visibility rules and user permissions to match different personas, processes, and confidentiality requirements.

Track where deals are delayed, how the pipeline is performing, and which patterns are emerging. Use Dealflow BI to turn current deal data into custom reports, views, and insights your team can use.

WHAT’S NEW

Everything a modern dealflow CRM for private capital teams should have

Pitch Deck Parser

Upload a pitch deck or document to simply extract key details into a structured summary for quick review and consistent evaluation.

Intelligence & Enrichment

Auto-enrich CRM records and surface AI insights across tracked deals and relationship records, helping your team stay ahead of the curve.

Taghash MCP

With Taghash MCP, AI tools can work with the structured data from deals, conversations, notes, documents and activity already available in Taghash. You can query data in natural language, surface the right context faster, and generate deal summaries, IC memo drafts, diligence reports, follow-up emails, pipeline reviews, next-step recommendations and more.

Signals and Insights

Never miss an important update on a deal. Taghash helps your team track key updates on companies in your deal pipeline, including funding activity, product launches, news mentions and other relevant developments.

“Earlier, we were using another CRM and we moved to Taghash. The product is very good compared to what we were using earlier. A lot of the work that used to happen on Excel files and paper has now moved to Taghash. It has become our de facto system of record. The GP team uses it regularly for dealflow and it helps us understand both the quality and quantity of dealflow. It also makes uploading the daily intake of deals much easier. The team is super responsive and very helpful.”

Gaurav Chaturvedi, General Partner at Kae Capital

Ready to run dealflow like
top private capital firms?

Schedule a Demo

Frequently Asked Questions

Still have questions? Get connected to our support team.

Contact Us
What is Taghash?
How long does it take to get onboarded to Taghash?
Can Taghash be customized for my fund’s workflow?
Can my existing data be migrated to Taghash?
Does Taghash work for SEBI-registered AIFs?
Can I control what each team member can access?
Is my fund and investor data secure on Taghash?
Is trial available?
Does Taghash also provide services?
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