Best Private Equity Software for Gmail

Compare the Top Private Equity Software that integrates with Gmail as of July 2026

Sort By:

Gmail Private Equity Clear Filters

This a list of Private Equity software that integrates with Gmail. Use the filters on the left to add additional filters for products that have integrations with Gmail. View the products that work with Gmail in the table below.

What is Private Equity Software for Gmail?

Private equity software is financial software designed to help private equity firms manage their investments, transactions and portfolios. It typically offers a range of features such as portfolio tracking, deal management, portfolio analytics and investor reporting. The software can provide users with real-time visibility of current holdings and allow them to quickly identify potential opportunities. It also enables companies to effectively monitor ongoing performance and analyze historical performance data over time. Compare and read user reviews of the best Private Equity software for Gmail currently available using the table below. This list is updated regularly.

1

4Degrees

4Degrees

The 4Degrees platform offers intelligent relationship and deal management tools to help your team get the most out of your professional networks. We combine the ability to search your team's network easily and intuitively with automated data entry and intelligent alerts so you never miss the chance to move a relationship or deal forward. Unleash the power of your network with 4Degrees! Some common use cases of our CRM software include: - Venture Capital - Private Equity - Mergers & Acquisitions (M&A) - Investment Banking - Commercial Real Estate - Consulting - Deal sourcing, deal flow, and due diligence

1 Rating

View Software
2

Attio

Attio

Attio is an AI-native CRM platform built for modern go-to-market teams that want flexibility, speed, and scale. It allows businesses to design powerful workflows, automate complex processes, and deploy AI to handle tasks like prospecting and lead routing. Attio’s adaptive data model molds itself to how a company actually operates rather than forcing rigid CRM structures. The platform connects any type of data, including product, billing, and communication data, to create a real-time single source of truth. Built-in reporting tools enable teams to generate detailed, customizable insights in seconds. Attio syncs instantly with email and calendar systems, eliminating long setup times. Designed for performance and security, it supports millions of records with enterprise-grade reliability.

Starting Price: $0

View Software
3

Edda

Edda

Edda is the only end-to-end solution for venture capital and private equity. Discover specialized intelligence for your investments through integrated Dealflow, Portfolio Management, CRM, AI, and Investor Portal apps.

View Software
4

Atominvest Software

Atominvest

Atominvest provides next generation technology solutions to Alternatives investment managers. From sourcing deals to raising funds, from managing your investor relationships to monitoring your portfolio, Atominvest’s integrated, modern tech solutions can be tailored to the way you run your business and will give you the edge you need to thrive in an ultra-competitive market. Our cutting-edge tech systems enabling Alternatives fund managers to efficiently manage both their investments and investor base, across a single software solution. The software provides functionality and workflows for fund managers to supercharge portfolio management and deal sourcing, while streamlining their investor journeys across fundraising, onboarding and client reporting.

View Software
5

IMS

RealPage

Calculating accurate distributions for your equity investors is a necessary activity for your private equity real estate firm but complex waterfalls in fragile Excel spreadsheets takes time and resources away from higher value work. Additionally, as you continue to make acquisitions and grow your business the scale of calculating distributions across each project will continue to weigh down your team. Your investor’s expectations of how they receive and interpret information about their investments is evolving. In addition to the trusted relationship you have already established, they expect always, everywhere, availability and transparency. Modern wealth management and investment accounts have sophisticated web and mobile investor portals and the expectation is now the same for commercial real estate investments. To deliver on this expectation, you need an investor dashboard that ties together your investors' information with their distributions and investment information.

View Software