The Workflow-First CRM for
M&A and Private Capital
Enterprise-grade security and privacy at every step of your deal process
Book a demo Learn more
Trusted by boutique investment banks and funds across Europe, US, and Asia
Read case studies

Run every deal as a structured workflow

What makes Dialllog 100% unique
  • Mandate-centric execution (not just contacts/notes)
  • Clear visibility across sourcing to closing
  • Fast implementation
    → Go live in 5 days
Dialllog CRM security is your advantage
  • Single-tenant architecture — no shared data risks
  • In-country hosting — meet local compliance requirements.
  • End-to-end encryption — peace of mind for sensitive transactions
Learn more about security
Solutions for Every Deal Team
Choose your industry to see how Dialllog transforms your workflow
Manage mandates, track buyers, secure client data.
Explore solutions
Centralise sourcing, pipeline and LP reporting
Explore solutions
Build deal flow visibility, track founders & investors.
Explore solutions

White-glove onboarding included


Day 1 Export & field mapping

Day 2 Test import

Day 3 Set up workflows

Day 4 Team training

Day 5 Go-live

Switch to Dialllog in 5 Days
Works with the tools you already use
Built for deal teams like yours
  • Michael Goodman
    Co-founder & Senior Managing Director at Pharus
    Dialllog isn’t just a CRM—it’s the foundation of how we collaborate and execute. It keeps us structured and transparent, but simple enough that the whole team uses it every day. The support is unmatched, and it’s become central to how we work.
  • Mark Lynch
    Partner at Oghma Partners
    Dialllog transformed our deal management process. What was once fragmented information is now centralised, allowing us to keep track of our prospects and deals much more efficiently.

  • Alex Coral
    Vice President at Oakwell Sports
    We were highly impressed with Dialllog — only wish we had talked to them sooner. After seeing how easy it is to implement and how well it fits our workflows, it’s clear this is the right platform for us.
Read case studies
How Dialllog compares
Functionality
Salesforce
DealCloud
Affinity
Dialllog
Bespoke Investment Banking CRM
Advanced Email Synchronisation
Advanced Search
Manage Sourcing pipelines
Manage Relationship and sponsor coverage
Due diligence process management
No-code customization
Easy-of-use/User friendly interfaces
Granular permissions
Automated contact and opportunity creation
Easily accessible history of interactions and affiliations
Mass Mailing
Advanced Task Management
Ready to see Dialllog in action?
Book a short demo and see how quickly your team can switch