Supercharge your Investment Operations
Designed to simplify deal flow, portfolio management, and stakeholder engagement.
Smart Deal Sourcing
Capture, qualify, and track opportunities at scale. Custom intake and dashboards give you clarity on what sources deliver results.
Smart Deal Sourcing
Capture, qualify, and track opportunities at scale. Custom intake and dashboards give you clarity on what sources deliver results.
Turbocharged Pipelines
Track deals on a CRM-style board made for investors. Move opportunities faster, cut admin work, and keep your whole team aligned.
Turbocharged Pipelines
Track deals on a CRM-style board made for investors. Move opportunities faster, cut admin work, and keep your whole team aligned.
Portfolio Manager
Monitor investments with live dashboards. Track ownership, exits, and performance metrics while spotting risks and growth signals.
Portfolio Manager
Monitor investments with live dashboards. Track ownership, exits, and performance metrics while spotting risks and growth signals.
Contact Management
Centralize founders, LPs, and co-investors in one place. Send, log, and track every interaction without leaving the platform.
Contact Management
Centralize founders, LPs, and co-investors in one place. Send, log, and track every interaction without leaving the platform.
Smart Deal Sourcing
Customizable Intake Forms
Create tailored forms instantly with preset questions and default fields aligned to standard deal requirements. Add custom questions, reuse old forms, and collect consistent founder data without starting from scratch every time.
Unique Tracking & Attribution
Generate multiple links for the same form, each tied to a unique source like “YC” or “Website.” Every submission is automatically tagged, giving you precise attribution and clarity on which networks drive quality deals.
Real-Time Source Dashboards
Track form submissions, identifiers, and performance across all channels from one dashboard. You can instantly see which sources are delivering results and double down on the ones that fuel your strongest pipeline.
Turbocharged Pipelines
Tailored Pipelines
Covalent unifies deal sourcing, portfolio tracking, and communications in one AI-powered system. No silos, no duplication — just a single source of truth for faster, more confident decisions.
Integrated Email Templates
Communicate faster and more consistently with pre-set email templates built into the pipeline. Send founder updates, follow-ups, or pass notes directly from the board while keeping context attached.
Timeline Tracking & Activity Logs
Stay on top of every deal with automatic activity logs. See when a stage changed, who updated it, and what actions were taken, giving your team a clear audit trail for collaboration and accountability.
Compelling Memos
Generate visually engaging memos that autopopulate with key deal data. Customize the content, then share directly with your Investment Committee — streamlining reviews and reducing manual prep work
Turbocharged Pipelines
Tailored Pipelines
Covalent unifies deal sourcing, portfolio tracking, and communications in one AI-powered system. No silos, no duplication — just a single source of truth for faster, more confident decisions.
Integrated email templates
Communicate faster and more consistently with pre-set email templates built into the pipeline. Send founder updates, follow-ups, or pass notes directly from the board while keeping context attached.
Timeline Tracking & Activity Logs
Stay on top of every deal with automatic activity logs. See when a stage changed, who updated it, and what actions were taken, giving your team a clear audit trail for collaboration and accountability.
Compelling Memos
Generate visually engaging memos that autopopulate with key deal data. Customize the content, then share directly with your Investment Committee — streamlining reviews and reducing manual prep work
Turbocharged Pipelines
Tailored Pipelines
Covalent unifies deal sourcing, portfolio tracking, and communications in one AI-powered system. No silos, no duplication — just a single source of truth for faster, more confident decisions.
Integrated email templates
Communicate faster and more consistently with pre-set email templates built into the pipeline. Send founder updates, follow-ups, or pass notes directly from the board while keeping context attached.
Timeline Tracking & Activity Logs
Stay on top of every deal with automatic activity logs. See when a stage changed, who updated it, and what actions were taken, giving your team a clear audit trail for collaboration and accountability.
Compelling Memos
Generate visually engaging memos that autopopulate with key deal data. Customize the content, then share directly with your Investment Committee — streamlining reviews and reducing manual prep work
Turbocharged Pipelines
Tailored Pipelines
Covalent unifies deal sourcing, portfolio tracking, and communications in one AI-powered system. No silos, no duplication — just a single source of truth for faster, more confident decisions.
Integrated email templates
Communicate faster and more consistently with pre-set email templates built into the pipeline. Send founder updates, follow-ups, or pass notes directly from the board while keeping context attached.
Timeline Tracking & Activity Logs
Stay on top of every deal with automatic activity logs. See when a stage changed, who updated it, and what actions were taken, giving your team a clear audit trail for collaboration and accountability.
Compelling Memos
Generate visually engaging memos that autopopulate with key deal data. Customize the content, then share directly with your Investment Committee — streamlining reviews and reducing manual prep work
Portfolio Insights
Fund & Company Tracking
Track every investment from entry to exit. Ownership, valuations, and transaction history are centralized, giving you a complete view of your portfolio at any time.
Performance Dashboards
See all fund metrics at a glance — TVPI, MOIC, DPI, IRR, sectoral distribution, capital deployed, realized returns, and distributions. One dashboard replaces endless spreadsheets
Capital Flows & Expenses
Easily record capital calls, track inflows from LPs, and monitor distributions. Auto-calculated management fees and fund expenses keep financials transparent and accurate.
@Natalie
@Noah
Document Centralization
Store every portfolio document in one secure place — from investment agreements to cap tables and quarterly reports. No more scattered folders or missing files.
Portfolio Insights
Fund & Company Tracking
Easily record capital calls, track inflows from LPs, and monitor distributions. Auto-calculated management fees and fund expenses keep financials transparent and accurate.
Performance Dashboards
See all fund metrics at a glance — TVPI, MOIC, DPI, IRR, sectoral distribution, capital deployed, realized returns, and distributions. One dashboard replaces endless spreadsheets
Capital Flows & Expenses
Easily record capital calls, track inflows from LPs, and monitor distributions. Auto-calculated management fees and fund expenses keep financials transparent and accurate.
@Natalie
@Noah
Document Centralization
Store every portfolio document in one secure place — from investment agreements to cap tables and quarterly reports. No more scattered folders or missing files.
Portfolio Insights
Fund & Company Tracking
Track every investment from entry to exit. Ownership, valuations, and transaction history are centralized, giving you a complete view of your portfolio at any time.
Performance Dashboards
See all fund metrics at a glance — TVPI, MOIC, DPI, IRR, sectoral distribution, capital deployed, realized returns, and distributions. One dashboard replaces endless spreadsheets
Capital Flows & Expenses
Easily record capital calls, track inflows from LPs, and monitor distributions. Auto-calculated management fees and fund expenses keep financials transparent and accurate.
@Natalie
@Noah
Document Centralization
Store every portfolio document in one secure place — from investment agreements to cap tables and quarterly reports. No more scattered folders or missing files.
Portfolio Insights
Fund & Company Tracking
Track every investment from entry to exit. Ownership, valuations, and transaction history are centralized, giving you a complete view of your portfolio at any time.
Performance Dashboards
See all fund metrics at a glance — TVPI, MOIC, DPI, IRR, sectoral distribution, capital deployed, realized returns, and distributions. One dashboard replaces endless spreadsheets
Capital Flows & Expenses
Easily record capital calls, track inflows from LPs, and monitor distributions. Auto-calculated management fees and fund expenses keep financials transparent and accurate.
@Natalie
@Noah
Document Centralization
Store every portfolio document in one secure place — from investment agreements to cap tables and quarterly reports. No more scattered folders or missing files.
Contact and Email Management
Stakeholder Repository
Upload, tag, and organize all your stakeholders in one place. From founders to LPs, every contact is centralized so your team has a complete, searchable record of key relationships.
Built-in Messaging
Send and receive emails directly within Covalent. With messaging tied to deals and portfolios, your communications stay in context instead of scattered across inboxes.
Interaction History
Track every touchpoint automatically. Emails, comments, memo sets are logged in one timeline, so you always know the latest status of a relationship without digging through threads.
Contact & Email Management
Stakeholder Repository
Upload, tag, and organize all your stakeholders in one place. From founders to LPs, every contact is centralized so your team has a complete, searchable record of key relationships.
Built-in Messaging
Send and receive emails directly within Covalent. With messaging tied to deals and portfolios, your communications stay in context instead of scattered across inboxes.
Interaction History
Track every touchpoint automatically. Emails, comments, memo sets are logged in one timeline, so you always know the latest status of a relationship without digging through threads.
Contact & Email Management
Stakeholder Repository
Upload, tag, and organize all your stakeholders in one place. From founders to LPs, every contact is centralized so your team has a complete, searchable record of key relationships.
Built-in Messaging
Send and receive emails directly within Covalent. With messaging tied to deals and portfolios, your communications stay in context instead of scattered across inboxes.
Interaction History
Track every touchpoint automatically. Emails, comments, memo sets are logged in one timeline, so you always know the latest status of a relationship without digging through threads.
Contact & Email Management
Stakeholder Repository
Upload, tag, and organize all your stakeholders in one place. From founders to LPs, every contact is centralized so your team has a complete, searchable record of key relationships.
Built-in Messaging
Send and receive emails directly within Covalent. With messaging tied to deals and portfolios, your communications stay in context instead of scattered across inboxes.
Interaction History
Track every touchpoint automatically. Emails, comments, memo sets are logged in one timeline, so you always know the latest status of a relationship without digging through threads.
You ask questions, we answer them
What is Covalent?
Covalent is the AI Operating System for private markets. Our vision is to become the definitive digital operating system for private markets — an AI-powered platform that unifies deal sourcing, portfolio management, reporting, and liquidity. Beyond workflows, Covalent is building the global infrastructure for how private capital flows, embedding itself across the entire investment lifecycle to redefine how capital is allocated, companies are scaled, and markets are created.
Who is Covalent built for?
As of today, Covalent is built for private market investors — VC and PE firms, family offices, angels, and accelerators — helping them unify deal flow, portfolios, and reporting. In the near future, our platform will also expand to serve operators, founders, and LPs directly, creating a fully connected ecosystem across private markets.
How is Covalent different from CRMs, spreadsheets, or point tools?
Unlike generic CRMs or fragmented apps, Covalent is purpose-built for private markets. It combines workflows, data, and AI intelligence into a single operating system — reducing tool fatigue, saving costs, and providing one source of truth.
What can I do with Covalent today?
Today, you can run your fund on Atlas — our live investment OS. Atlas streamlines sourcing, pipelines, portfolio tracking, and communications in one place. Soon, Oracle will layer AI on top, adding deal scoring, predictive insights, and automated reporting.
Is my data secure with Covalent?
Yes. Covalent is built on enterprise-grade infrastructure with encryption, compliance standards (SOC 2, GDPR), and regular audits. Your data stays protected, private, and under your control.
What if my team already uses another CRM or tool?
Covalent is designed to make migration simple. You can easily move data from spreadsheets or legacy CRMs and consolidate everything in one platform. Instead of juggling multiple tools, Covalent replaces them — reducing costs, saving time, and giving your team a single source of truth.
How easy is it to onboard my team?
Very easy. Covalent is intuitive out of the box, with simple workflows and templates designed for fund teams. Most customers get up and running in days, not weeks.
Does Covalent work for small firms or only large funds?
Covalent scales with you. From solo angels and emerging managers to multi-fund PE firms, our tiered pricing and modular features fit every stage of growth.
How does Covalent use AI responsibly?
Our AI features will be designed to support, not replace, human judgment. Every output will be editable and explainable, ensuring your team retains full control while benefiting from speed and insight.
You ask questions, we answer them
What is Covalent?
Covalent is the AI Operating System for private markets. Our vision is to become the definitive digital operating system for private markets — an AI-powered platform that unifies deal sourcing, portfolio management, reporting, and liquidity. Beyond workflows, Covalent is building the global infrastructure for how private capital flows, embedding itself across the entire investment lifecycle to redefine how capital is allocated, companies are scaled, and markets are created.
Who is Covalent built for?
As of today, Covalent is built for private market investors — VC and PE firms, family offices, angels, and accelerators — helping them unify deal flow, portfolios, and reporting. In the near future, our platform will also expand to serve operators, founders, and LPs directly, creating a fully connected ecosystem across private markets.
How is Covalent different from CRMs, spreadsheets, or point tools?
Unlike generic CRMs or fragmented apps, Covalent is purpose-built for private markets. It combines workflows, data, and AI intelligence into a single operating system — reducing tool fatigue, saving costs, and providing one source of truth.
What can I do with Covalent today?
Today, you can run your fund on Atlas — our live investment OS. Atlas streamlines sourcing, pipelines, portfolio tracking, and communications in one place. Soon, Oracle will layer AI on top, adding deal scoring, predictive insights, and automated reporting.
Is my data secure with Covalent?
Yes. Covalent is built on enterprise-grade infrastructure with encryption, compliance standards (SOC 2, GDPR), and regular audits. Your data stays protected, private, and under your control.
What if my team already uses another CRM or tool?
Covalent is designed to make migration simple. You can easily move data from spreadsheets or legacy CRMs and consolidate everything in one platform. Instead of juggling multiple tools, Covalent replaces them — reducing costs, saving time, and giving your team a single source of truth.
How easy is it to onboard my team?
Very easy. Covalent is intuitive out of the box, with simple workflows and templates designed for fund teams. Most customers get up and running in days, not weeks.
Does Covalent work for small firms or only large funds?
Covalent scales with you. From solo angels and emerging managers to multi-fund PE firms, our tiered pricing and modular features fit every stage of growth.
How does Covalent use AI responsibly?
Our AI features will be designed to support, not replace, human judgment. Every output will be editable and explainable, ensuring your team retains full control while benefiting from speed and insight.
You ask questions, we answer them
What is Covalent?
Covalent is the AI Operating System for private markets. Our vision is to become the definitive digital operating system for private markets — an AI-powered platform that unifies deal sourcing, portfolio management, reporting, and liquidity. Beyond workflows, Covalent is building the global infrastructure for how private capital flows, embedding itself across the entire investment lifecycle to redefine how capital is allocated, companies are scaled, and markets are created.
Who is Covalent built for?
As of today, Covalent is built for private market investors — VC and PE firms, family offices, angels, and accelerators — helping them unify deal flow, portfolios, and reporting. In the near future, our platform will also expand to serve operators, founders, and LPs directly, creating a fully connected ecosystem across private markets.
How is Covalent different from CRMs, spreadsheets, or point tools?
Unlike generic CRMs or fragmented apps, Covalent is purpose-built for private markets. It combines workflows, data, and AI intelligence into a single operating system — reducing tool fatigue, saving costs, and providing one source of truth.
What can I do with Covalent today?
Today, you can run your fund on Atlas — our live investment OS. Atlas streamlines sourcing, pipelines, portfolio tracking, and communications in one place. Soon, Oracle will layer AI on top, adding deal scoring, predictive insights, and automated reporting.
Is my data secure with Covalent?
Yes. Covalent is built on enterprise-grade infrastructure with encryption, compliance standards (SOC 2, GDPR), and regular audits. Your data stays protected, private, and under your control.
What if my team already uses another CRM or tool?
Covalent is designed to make migration simple. You can easily move data from spreadsheets or legacy CRMs and consolidate everything in one platform. Instead of juggling multiple tools, Covalent replaces them — reducing costs, saving time, and giving your team a single source of truth.
How easy is it to onboard my team?
Very easy. Covalent is intuitive out of the box, with simple workflows and templates designed for fund teams. Most customers get up and running in days, not weeks.
Does Covalent work for small firms or only large funds?
Covalent scales with you. From solo angels and emerging managers to multi-fund PE firms, our tiered pricing and modular features fit every stage of growth.
How does Covalent use AI responsibly?
Our AI features will be designed to support, not replace, human judgment. Every output will be editable and explainable, ensuring your team retains full control while benefiting from speed and insight.
You ask questions, we answer them
What is Covalent?
Covalent is the AI Operating System for private markets. Our vision is to become the definitive digital operating system for private markets — an AI-powered platform that unifies deal sourcing, portfolio management, reporting, and liquidity. Beyond workflows, Covalent is building the global infrastructure for how private capital flows, embedding itself across the entire investment lifecycle to redefine how capital is allocated, companies are scaled, and markets are created.
Who is Covalent built for?
As of today, Covalent is built for private market investors — VC and PE firms, family offices, angels, and accelerators — helping them unify deal flow, portfolios, and reporting. In the near future, our platform will also expand to serve operators, founders, and LPs directly, creating a fully connected ecosystem across private markets.
How is Covalent different from CRMs, spreadsheets, or point tools?
Unlike generic CRMs or fragmented apps, Covalent is purpose-built for private markets. It combines workflows, data, and AI intelligence into a single operating system — reducing tool fatigue, saving costs, and providing one source of truth.
What can I do with Covalent today?
Today, you can run your fund on Atlas — our live investment OS. Atlas streamlines sourcing, pipelines, portfolio tracking, and communications in one place. Soon, Oracle will layer AI on top, adding deal scoring, predictive insights, and automated reporting.
Is my data secure with Covalent?
Yes. Covalent is built on enterprise-grade infrastructure with encryption, compliance standards (SOC 2, GDPR), and regular audits. Your data stays protected, private, and under your control.
What if my team already uses another CRM or tool?
Covalent is designed to make migration simple. You can easily move data from spreadsheets or legacy CRMs and consolidate everything in one platform. Instead of juggling multiple tools, Covalent replaces them — reducing costs, saving time, and giving your team a single source of truth.
How easy is it to onboard my team?
Very easy. Covalent is intuitive out of the box, with simple workflows and templates designed for fund teams. Most customers get up and running in days, not weeks.
Does Covalent work for small firms or only large funds?
Covalent scales with you. From solo angels and emerging managers to multi-fund PE firms, our tiered pricing and modular features fit every stage of growth.
How does Covalent use AI responsibly?
Our AI features will be designed to support, not replace, human judgment. Every output will be editable and explainable, ensuring your team retains full control while benefiting from speed and insight.
Accelerators
Family Offices
PE Firms
VC Firms
Incubators
Founders
Operators
Get started with Covalent
Accelerators
Family Offices
PE Firms
VC Firms
Incubators
Founders
Operators
Get started with Covalent
Accelerators
Family Offices
PE Firms
VC Firms
Incubators
Founders
Operators
Get started with Covalent
Accelerators
Family Offices
PE Firms
VC Firms
Incubators
Founders
Operators