Connect, communicate, collaborate and close with full deal context in one place.
Trusted by 100+ leading private capital firms

hours saved per month
more deals sourced
faster contact to closure
Give your team a smarter way to stay on top of deal activity and relationships. Turn everyday email and calendar activity into connected relationship intelligence, reduce manual work and move the deals that matter with better visibility.
Capture deal data automatically and organize it in a flexible pipeline built for how private capital teams actually work. Each deal record brings together communication history, notes, documents, reminders, and next steps, giving your team the visibility to track progress and keep high priority opportunities on course through screening, diligence, and decision.

Keep founder conversations, relationship history, internal notes, meetings and deal activity connected in one shared system, helping teams preserve context and retain knowledge over time.
See how your firm’s network connects to each deal opportunity and where existing relationships can open doors.
TAGHASH ADVANTAGE
Dealflow CRM built for
how fund teams work
Connect email, WhatsApp, LinkedIn, web forms, and more to capture deal activity, enrich records and keep all interactions tied to the deal.

Track deals in a shared view your team can rely on, switch between table, kanban and list views, and keep the pipeline updated in real-time.

Keep notes, tasks, reminders, documents, and activity linked at the deal level. This helps your team stay organized, follow up on time, and keep every opportunity moving forward with full context.

Coordinate work across teams and stakeholders using shared deal workspaces with granular access control. Configure visibility rules and user permissions to match different personas, processes, and confidentiality requirements.

Track where deals are delayed, how the pipeline is performing, and which patterns are emerging. Use Dealflow BI to turn current deal data into custom reports, views, and insights your team can use.

Upload a pitch deck or document to simply extract key details into a structured summary for quick review and consistent evaluation.

Auto-enrich CRM records and surface AI insights across tracked deals and relationship records, helping your team stay ahead of the curve.

With Taghash MCP, AI tools can work with the structured data from deals, conversations, notes, documents and activity already available in Taghash. You can query data in natural language, surface the right context faster, and generate deal summaries, IC memo drafts, diligence reports, follow-up emails, pipeline reviews, next-step recommendations and more.

Never miss an important update on a deal. Taghash helps your team track key updates on companies in your deal pipeline, including funding activity, product launches, news mentions and other relevant developments.

Ready to run dealflow like
top private capital firms?
Still have questions? Get connected to our support team.
Taghash is a leading software platform for private capital teams to manage the full fund lifecycle. From dealflow and relationship intelligence to portfolio management, fund operations, LP reporting and compliance work, Taghash brings critical workflows, documents, data and context into one connected operating layer.
Most teams can get started on Taghash within 5 days. Onboarding timelines depend on your fund structure, data migration needs, workflow complexity, integrations and customization requirements.
Yes. Taghash can be easily configured around your fund’s workflows, team structure and operating model. For more specific requirements, the Taghash team is also open to custom development where it fits the fund’s use case.
Yes. Migrating data to Taghash is usually straightforward. If your data is complex or spread across spreadsheets, CRMs or other legacy systems, our data support team works with you during onboarding to organize and migrate key records such as deals, contacts, portfolio companies, LPs, fund data, documents and workflow history.
Yes. Many Taghash customers are SEBI-registered AIFs. Taghash supports Category I and Category II AIF teams across the entire fund lifecycle.
Yes. Taghash supports role-based access controls, so your team can define who can view, edit, approve or manage specific data and workflows. Access can be configured across workspace, teams, funds, deals, portfolio companies, LP records, reports, etc. - helping each user work with the context they need while keeping sensitive information restricted.
Yes. Taghash is built to protect sensitive data. Taghash is SOC 2 compliant, supported by regular VAPT reviews and ongoing monitoring. It is also designed to help SEBI-regulated fund teams align with CSCRF security and governance requirements.
Taghash is typically introduced through a guided demo, tailored to your fund’s workflows and operating requirements. Trial access may be given depending on your use case. Email contact@taghash.io to learn more.
Yes. Taghash is primarily a software platform for private capital teams, with access to vetted service providers for legal, accounting and compliance-related workflows. These providers work alongside the platform, helping your team reduce back and forth while keeping service-led workflows, documents and context connected within Taghash.
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