The ultimate CRM RFP template for private capital markets firms
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Private capital
Make your CRM or relationship intelligence platform purchase the right one.
This customizable RFP (request for proposal) template is purpose-built for deal-centric financial services firms — private equity, venture capital, and private credit — who want to ensure their vendor selection process is rigorous, efficient, and aligned to their business workflows.
Why use this template?
Too many firms waste time evaluating generic CRMs — only to end up with clunky implementations or systems that don’t map to the way their teams actually work. This RFP toolkit helps you:
- Align stakeholders across deal, BD, IR, and tech teams
- Evaluate vendors on what matters — pipeline tracking, sourcing, reporting, AI capabilities, integrations, and more
- Avoid implementation regret by asking the right questions up front
- Accelerate your timeline with ready-to-send structure and language
- Benchmark responses for true comparisons
Whether you’re replacing spreadsheets or evaluating CRM platforms, this RFP template equips you with the questions that experienced buyers wish they had asked earlier.
What’s inside?
- Vendor evaluation matrix covering 10+ key categories
- Built-in scoring framework
- Editable Microsoft Excel format for quick customization
- Developed based on hundreds of real-world RFPs