The CRM investment firms use to actually reach investors.
Most investor CRMs track relationships but leave the phone work to another tool. Inkris puts a power dialer and parallel dialer inside the pipeline — so your team gets LPs, clients, and counterparties on the phone, with every conversation logged.
- Investor and deal pipeline with custom stages
- Built-in dialers for high-volume outreach days
- Every call recorded and attached to the relationship
No credit card. Free setup this month. Live in under an hour.
For dealmakers
Relationship depth plus outreach volume
Pipeline by mandate
Track investors, deals, or clients through custom stages — from first touch to committed. Separate pipelines per fund or desk.
Outreach at volume
When it's time to work the list — new fund, new offering, cold universe — power or parallel dial through it instead of clicking numbers all day.
Total relationship memory
Every call, text, note, and meeting on one timeline. Anyone on the team can pick up a relationship cold.
Recorded conversations
Calls record automatically with optional transcripts — a clean record of what was said and promised.
Roles and permissions
Control who sees which pipelines and contacts. Partners, associates, and analysts each see what they should.
Activity accountability
Calls made, conversations held, and pipeline movement per person — visible to managing partners in real time.
The pipeline
Your book of relationships, in motion
How it works
From investor list to committed capital
Load your universe
Import investor and client lists with custom fields — cheque size, mandate, geography, source.
Work the phones
Build call lists by segment and dial through them. Full relationship context appears the moment a call connects.
Advance the pipeline
Move relationships through stages, set follow-ups, and see exactly where every conversation stands.
FAQ
About Inkris for investment firms
More investor conversations. Better records of them.
Pipeline plus built-in dialing for teams that raise and place capital. Free setup this month.