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The CRM for Investors

Galaxy helps you track your investment pipelines, manage leads and automate your investing process so you can find, manage and close more deals.

Screen shot of Galaxy Companies page showing a list of companies

Relationship management software designed for investors, by investors

A woman relaxing
Screenshot of Deal Sourcing and Deal Stage data

Save time and money on setup

No need to try to make a Sales CRM work.

Galaxy works for investors without the need for customization or training, so you get be up and running right away.

Analyze opportunities in context

Galaxy helps you track financial data for any company, including the various types of revenue and earnings.

You can also track company offers, valuations, investments and financing history.

Screen shot of Company financials with currency and year end
Screenshot of Pipeline Kanban deal view

Track deal sourcing and deal execution pipelines at a glance

Organize, sort and filter activity by deal or sourcing stage.

Optimize activity from initial outreach to qualified lead and to offer, LOI, diligence and beyond.

Keep your investment process organized

Activities, notes, files and contacts are all automatically connected to their respective company so that you can find things easily.

Keep track of company and contact relationships, including introductions made or received, current investors and leads shared.

Screenshot of Contact relationships data
A man drinking coffee in front of his laptop

Simple, practical and affordable

So that investment teams of any size can focus on getting deals done.

Already using Excel or Google Sheets? Drop us a note and we'll import your data into Galaxy for free so that you can get up and running quickly.

Galaxy FAQs

What is Galaxy?

How to setup Galaxy

How much does Galaxy cost?

Will my data be secure?

May I export my data out of Galaxy?

How do I request a new feature?

How can I get help using Galaxy?

How does Galaxy help investors?

Galaxy helps private capital investors in search funds, family offices, corporate development, M&A and venture capital find, manage and close more deals.

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About us

Galaxy is the leading relationship management software designed for dealmakers in corporate development, M&A, private equity, venture capital, search funds, family offices and investment banking.

Contact & Support

getgalaxyrm@gmail.com

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