Pipeline Management

Deal tracking software to better monitor opportunities and potential investors across every point of contact

Your opportunity overview

Allvue’s Pipeline Management software solution keeps track of all potential investors and deals using contacts, conversations, emails, and more. Never miss an opportunity with Allvue’s investment tracking CRM software connecting the dots across every channel of communication.

Features & Benefits


Manages a pipeline of investor and investment opportunities


Track contacts, emails, documents, conversations, ideas, meetings and more


Gain relationship insights between Accounts, Contacts, Opportunities, and Products


Maintain vertical integration of data through the entire life cycle of a deal from Pipeline through Funding


Associate emails with opportunities and sync contacts via native Outlook integration


Use dashboard reporting and set rule-based alerts based on any criteria

Our Technology

An extremely flexible workflow and rules engine built using the .Net framework, Allvue’s Credit platform excels at communicating with other systems and technologies, storing and operating upon disparate data within its abstracted security master and data warehouse, and automating the workflow and bespoke processes that add operating efficiency and reduce risk.

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