Your CRM, kept current.
Or ours, when you are ready.
Kruncher starts by keeping Affinity, Attio or Salesforce current from your inbox, your documents and your calls, so nobody re-keys a deal. When the record is doing the work, some firms move the whole team onto Kruncher and keep the decisions on the record too. That is a choice for month three, not day one.
One record per company, person and fund, populated before anyone opens it.
Four jobs, one shared record
From automated data entry to the digest that lands in your inbox on Monday.
The record is populated before anyone opens it
Connect your email, your calendar, your document storage and your call transcripts, and Kruncher builds the record from them. Companies, people and funds are resolved to one identity across every source, so a founder who appears in three inboxes under two spellings is one person, with a map back to where each mention lives.
- Affinity, Attio and Salesforce kept current, in place, from the first hour
- Companies, people, funds and investment firms resolved to one identity across every source
- The full record in Kruncher when you want it, with nothing re-entered
Keep the decision, not just the deal
Partners vote on a company, leave comments on the analysis everyone is reading, and move it through your own stages. What a CRM normally loses is the reasoning, so Kruncher keeps it: liked, passed, invested, who said what, and what the company looked like on the day you decided.
- Peer review and partner voting on one shared analysis
- Comments threaded on the section they refer to
- Your own stages, with automation on stage change
Share a profile without sharing the account
Role based access control decides who sees which companies, which funds and which numbers, so an advisor, an LP or a junior analyst gets exactly the view you intend. Share a single company profile outside the firm with a link, and revoke it just as easily.
- Role based access control across users, teams and lists
- Share one company profile externally, with control over what it shows
- Every customer on an isolated tenant, with no cross account data
The answer comes to you
Set a digest and the firm receives what changed on the companies it cares about, on the cadence you choose, by email, Slack, WhatsApp or Telegram. When you want to go further than the digest, ask the data directly: any question across every company, document and note you hold, with the source behind each answer.
- Recurring digests routed to the right partner
- Chat across every company, document and note you hold
- Every answer carries its source and its date
One record the whole firm works from
Real Kruncher customers. Profiles anonymized at the customers’ request.
Deal filtering, due diligence and LP reporting, all from the same company record.
Records populated from connected sources, with the decision history kept alongside.
A CRM nobody has to maintain.
Records are built from the sources you already pay for, so the entry work disappears rather than moving to someone junior.
One company, one person, one fund, however many places they appear under however many spellings.
The decisions a fund takes are kept on the record, which is the part no CRM maintains well.
Role based access, isolated tenants, and a share link you can revoke.
The CRM reads the same resolved record that powers your analysis
A company in your pipeline is the same company in your portfolio, your watchlist and your market map. Screening, memos, monitoring and the CRM all read one record, which is why the data entry can disappear rather than being copied between tools.
What changes when the CRM runs on Kruncher
Indicative impact for a firm of 5 to 40 investment professionals. Venture, mid market PE, family offices and allocators see comparable patterns.
See your own pipeline in it.
Connect one inbox and one document store on the call, and watch the records build themselves.