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Venture capital CRM, built into Gmail

Track deal flow, LPs, and portfolio companies, right in Gmail

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Track deal flow in a pipeline built for how you source deals

Set up a deal flow CRM with the stages and fields your firm evaluates on, not a generic sales template that most CRMs offer.

Streak AI pipeline builder — "Describe your investment process" — showing a completed description for an early-stage B2B software and AI VC firm sourcing through founder referrals, angel investors, accelerators, and inbound pitches — generating the VC Dealflow pipeline with STAGES: Sourced, Team Review, Partner Review, Diligence, IC Prep, Investment Commi... — COLUMNS: Name, Assigned To, Notes, Contacts and Organizations, Sector, Company Stage, Lead Source, Conviction Level, Projected Investment, Ownership Target, Valuation, Date of Last Email, Date Created — VIEWS: Seed Deals, AI Sector Focus, High Conviction — with annotation "Describe your process and see a pipeline built in seconds"

Streak VC Dealflow filtered to "Seed Round Fintech – Nicolas" — Sector: Fintech, Company Stage: Seed, Assigned to: Nicolas T — sorted by Valuation ($M) highest to lowest, grouped by Stage — 12 Sourced, 24 Team Review, 3 Partner Review, 7 Diligence — showing Apex Treasury (22M), Orbit Financial (20M), Relay Capital (18M), Vertex Pay (16M), Nova Payments (15M), Cascade Wealth (14M), Lumina Finance (12M)

Let AI research deals and keep your CRM current

Streak AI reads your shared emails, calls, and notes, and runs web research, so deal records stay current without manual entry.

Streak AI Autofill populating "Company Stage" and "Website" columns in the VC Dealflow pipeline — Nimbus AI (Seed, www.nimbusai.com), Orbit AI (Seed, www.orbitai.com), Vector Health (Series A, www.vectorhealth.com), Beacon Security (Seed, www.beaconsecu.com), Atlas Robotics (Pre-Seed, loading) — automatically enriching deal flow records with company data for faster due diligence

Streak AI Summary for VC Dealflow > Orbit AI (Investment Committee stage, Nicolas/Bailey) — Overview: introduced through a founder referral, progressed through partner review, diligence, and reference checks, now awaiting Investment Committee approval. History: introduced Apr 24, partner review in early May, customer reference calls, commercial and financial diligence through May–Jun 4, legal review Jun 11, investment memo shared with partnership Jun 16. Next steps: Nicolas to present investment recommendation at IC meeting, team to issue term sheet and begin closing pending approval.

Streak AI Ask in Gmail VC Dealflow > Orbit AI — "What was the last valuation discussed?" — Answer: The last valuation discussed was a $22M pre-money valuation during the partner review meeting on Jun 13. The founders noted that the figure was consistent with recent investor conversations and reflected the company's recent growth and customer count. The valuation was referenced again in the investment memo circulated to the partnership on Jun 16.

Streak automation "Form <> Box & Research" — Active — WHEN: Investment inquiry form received → THEN: Create a box → AND: AI Autofill fields → AND: Add task to box → AND: Send box summary to Slack — RECENT ACTIVITY: Ran successfully 6d, 8d, and 10d ago — with annotation "Automatically research the lead and populate fields using web research and form responses"

Keep every founder and LP conversation on one timeline

Each company, founder, and LP has a single record that pulls in the full conversation history automatically.

Streak VC Dealflow > Orbit AI box timeline — "Investment committee approval" (Ethan/Olly — excited to move forward), Ashwin Santiago @Ethan "References checked out and legal is reviewing final docs", "Term sheet signed" (Ashwin/Olly), Ashwin S changed stage to Investment Committee, "Partner meeting recap" (Sherry/Olly with OrbitalAI_Investment_Memo.pdf and Market_Analysis.pdf), "Orbit AI introduction" (Sherry/Olly) — the complete deal history from intro to close in one shared view

Streak contact sidebar for Olly Schroeder — "Seen in 2 pipelines | 2 boxes": VC Dealflow Closed (Invested) Orbit AI; Support Resolved (Questions about data r...) — Team activity: 11 threads since Apr 2026 — recent threads: Re: Final closing documents signed, Re: Investment committee approval, Re: Questions about data room access — with full contact details visible (CEO & Co-Founder @Orbit AI, olly@orbita..., LinkedIn, Twitter, Instagram)

Streak VC Dealflow > Orbit AI Files tab — showing Signed_Term_Sheet.pdf (12.7 KB), Investment_Committee_Approval.pdf (54.6 KB), Cap_Table_Final.csv (49.8 KB), Brand_Logo_OrbitAI.png (118 KB), Closing_Checklist.pdf (32.1 KB), Partner_Meeting_Notes.docx (26.9 KB), OrbitAI_Pitch_Deck.pdf (65.8 KB), Data_Room_Access_Guide.pdf (125.6 KB) — all deal documents centralized on the investment record in Gmail

Streak VC Dealflow > Orbit AI (Closed (Invested) stage, Nicolas/Bailey) — Contacts and Organizations: Daniel Rivera, Olivia Bennett, Olly Schroeder (olly@orbitai.com), David Park, Emma Thompson, Nicolas Wang, Sarah Kim — with Streak hover showing "First time emailing Olly Schroeder? In 2 pipelines: VC Dealflow, Support. 2 threads since March 2026" — preventing duplicated outreach and surfacing relationship context

Run your capital raise with a fundraising pipeline

Track LPs through every stage of the raise and keep each relationship warm from first conversation to close.

Streak LPs Tracking pipeline in Gmail — 16 total LPs — 5 Prospecting, 2 Intro Scheduled — sidebar showing VC Dealflow and LPs Tracking pipelines with saved views: Hot LPs, Needs Follow-Up, Committed — LP list: Redwood Endowment (Due Diligence), Summit Family Office (Verbal Interest), Northstar Capital Part... (Committed) — giving the investor relations team a dedicated pipeline for managing every LP relationship

Fundraising pipeline

Move LPs through conversation and commitment stages with the full interaction history attached.

Streak organization record for Quarry Capital Partners (Limited Partner) — Firm Name: Quarry Capital Partners, Fund Type: Endowment, Investment Focus: Venture Capital, Geography: North America, Investment Stage: Seed to Growth, Target Allocation: 5% of Portfolio — with 2 Related contacts — all LP details stored and enriched directly in Gmail

LP relationship history

Keep interests, prior commitments, and personal context on each LP record.

Mail merge

Send personalized LP updates and portfolio newsletters, then schedule automatic follow-ups.

Gmail email "Fund & Portfolio Update — Q2 2026" from Nicolas Trevino to Olly Schroeder — Streak tracking showing 5 views, 2 clicks — opened from San Francisco CA (x3, including a "Fund Update — Q2 2026" link click on June 12) and Palo Alto CA (x2) — letting the team know when LPs are actively reading fund updates

Email tracking

See when an update or data room link is opened and follow up with engaged LPs first.

Support your portfolio companies without losing track

Turn each stage of your process into tasks and reminders so nothing slips between inquiry and departure.

Streak mobile app — left: Orbit AI company record (Company Size: 50–100, Industry: AI Software, Location: San Francisco CA, Contact: Rene Wells, Assigned To: Nicolas Trevino, Date Created: May 16 2026, Source: Referral, Ownership: 10%) — right: Home screen showing Upcoming Tasks: Review updated financial model (in 4hrs/Olivia Chen), Complete legal due diligence (in 4hrs/Nicolas Trevino), Prepare closing documents (in 4hrs/Sherry Lin) — Recent Boxes: Orbit AI (Closed (Invested) | VC Dealflow), Nimbus AI (Due Diligence | VC Dealflow), Beacon Security (Partner Review | VC Dealflow)

Streak call log from Nicolas T — Allo Outbound Call Answered – Orbit AI (6m 38s, 4d ago) — Follow-up call with Olly to discuss proposed investment terms ahead of the Investment Committee meeting. Valuation: $22M pre-money; Round: $4M Seed currently being raised; Traction: ARR growth and recent customer wins reviewed — Next Steps: Nicolas to finalize investment memo, Orbit AI to provide updated financial projections, IC meeting scheduled for Jun 18

Streak automation — Box changes stage (Leaving: Offer Extended → Entering: Closed (Invested)) → Add task "Schedule founder onboarding..." due in 2 days → Send message to Slack: "{box.name} Closed (Invest...", Bot username: VC Ops — automatically triggering founder onboarding tasks and notifying the team the moment a new investment is closed

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Frequently asked questions

What is a venture capital CRM?

A venture capital CRM is a tool for tracking deal flow, LP relationships, and portfolio companies in one place. Streak runs inside Gmail, so you manage deals next to the emails and intros they came from.

Why do VC firms use a CRM instead of a spreadsheet?

A spreadsheet can't see your inbox or research a company for you. Streak links each deal to its emails, contacts, and documents automatically, flags follow-ups, and uses AI to keep records current as deals move.

Can Streak track both deal flow and LP relationships?

Yes. Run separate pipelines for deal flow, your capital raise, and portfolio support, each with the stages and fields that process needs.

Does Streak work for solo GPs and small funds?

Yes. Streak lives in the Gmail inbox you already use, so a solo GP or a small partnership can run deal flow without a separate system to maintain.

How does Streak's AI help with deal flow?

Streak AI researches inbound companies, fills CRM fields from emails and the web, summarizes where each deal stands, and can trigger research automatically when a new deal arrives.

Your investment lives in Gmail. So should your CRM.

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Streak VC Dealflow pipeline in Gmail showing 72 total — 12 Sourced, 24 Team Review, 3 Partner Review — with Name, Stage, and Sector columns — Nimbus AI (Sourced), Orbit AI (Sourced, Enterprise AI), Vector Health (Sourced, Healthcare Tech) — accessible directly from the Gmail sidebar so partners and associates can manage their entire deal flow without leaving email