Relationship Management

Put your network to work

Automatically map your firm’s network, track activity across contacts and companies, and surface the strongest path to reach founders, investors, advisors, and partners.

90
%

less manual CRM upkeep

35
%

more opportunities surfaced

5
x

faster discovery of warm intro paths

RELATIONSHIP MANAGEMENT FOR PRIVATE CAPITAL

Unlock the full advantage
of your firm’s network.

See who knows whom, uncover the strongest warm paths, and understand the full context behind every relationship without manual CRM upkeep. Give your team the visibility to source better opportunities, manage relationships with confidence, and move faster on the deals that matter.

Create one shared record for every relationship.

Automatically capture emails, meetings, introductions, notes, and documents into a shared record your team can trust. See how people, companies, and opportunities are connected, always operate with full context and act on the relationships most likely to move the next deal forward.

Auto-enrich every contact and company record.

Enrich contact and company profiles with external data such as firm details, designation, sectors, location, funding information, and publicly available signals. Keep records updated with recent context, so your team can understand who they are engaging with, why the relationship matters, and where the next opportunity may emerge.

Prioritize the relationships that matter.

See who on your team knows the right person, understand the strength of each connection, and identify the best path to a warm introduction. Use firmwide relationship context to reach founders, investors, advisors, and partners through the connection most likely to open the door.

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.

RELATIONSHIP MANAGEMENT

Turn your data into

deal-winning insight

See every connection across your firm to understand who knows whom, identify the right paths to deals and act on the relationships most likely to lead to the next opportunity.

Capture emails, meetings and interactions as your team works, keeping relationship history tied to the right people, firms and opportunities. That gives your team a more complete view of who engaged whom, when and in what context.

Adjust workflows that match how your firm operates. Configure stages, approvals, handoffs and required steps to fit different strategies and structures without losing visibility and control.

Every email, WhatsApp conversation, meeting, note, document and follow-up is linked back to the right record, so teams can see the full relationship history without searching across scattered systems.

Automatically enrich contact and company records across relevant fields, helping your team maintain cleaner data, strengthen sourcing workflows and make better decisions.

Connect your fund’s knowledge
to the AI tools you use

MCP INTEGRATION
Do more with Taghash MCP

Taghash MCP gives AI tools secure, governed access to the data already managed in Taghash, so your team can query data in natural language, generate desired outputs, and move work forward with greater continuity and control.

This helps your team surface hidden opportunities, summarize relationship history before meetings, flag relationships that need timely follow-up, draft context-aware outreach, and act on the relationships most likely to move deals forward.

Unlock the power of your network

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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