PRIVATE EQUITY
RECURRING CRM
Center your processes around people
Transactional CRMs are built around dollars. Rings’ processes and stored data are centered around people.
Dealflow
Rings’ association model is built for the multi-stakeholder reality of PE deals — attach any combination of people or companies to a deal.
Intel Capture
Rings lets you log intel at more than just a company or person level — log the intel and who gave it to you — then roll it up over time to see the complete give-and-take.
Projects & Intros
When tracking any process, a project, or intro, Rings’ association model lets you capture all involved parties.
Notes & Context
Getting your notes into Rings is simple and once they’re there, they’re woven into every person and company, one click from wherever you are in Rings.
RELATIONSHIP INTELLIGENCE
Navigate relationships with speed and precision
Banker, founder, sponsor and LP relationships demand precision. But to be precise, you need to balance your inbox, notes and spreadsheets. Rings creates one place that gives you speed and precision.
Complete Relationships
Banker, founder, sponsor and LP context lives in inboxes, notes, market databases, and spreadsheets, requiring human glue to become legible. Rings makes every relationship legible in seconds.
Creation & Enrichment
Rings automatically creates your relationship graph from your email history, attaches them to the right company and keeps the data clean.
Activity Capture
When you see a person or company and think “when was the last time we talked?”, you shouldn’t need to click to get that answer. Wherever people or companies are in Rings, activity history is there too.
RINGS DATA
People and company data, already baked in
Rings has 150M+ people and company records on Day 1.Your relationship data is overlaid on all of it.
SERVED INTELLIGENCE
Complete AI, built on team-wide context
Managing carefully built banker, founder, sponsor and LP relationships means managing years of details.
Rings serves you complete intelligence rooted in deep activity, note, process and relationship context.
Controlled, rapid onboarding
Rings builds your network from your email automatically and already has millions of companies and people in its database. Firm-specific process histories are safely transferred by our human data team — who have helped transition Rings customers from every major CRM and know your workflows deeply.
Relentlessly secure
Rings meets US & global security standards, enables three layers of user-level privacy and never shares or sells your data. Ever.
Native where relationships live
Your Rings data travels with you, on the web or across the globe. Our Chrome extension is available in Gmail, LinkedIn and across the web. Rings’ IOS app is as complete as the web app.
Private Equity
Private Equity
Deal pipeline, sourcing coverage, market intel and portfolio work — four core workflows, one relationship-first data model. Here is how each one works in Rings.
01
Deal pipeline
Flexibility
Rings’ association model lets you attach the founder, the banker who brought the deal, the sponsor and the management team to one deal — capturing the full cast that other CRMs force you to flatten into a single company.
Knowledge management
Rings automatically centralizes all email and meeting comms behind a deal, alongside commenting and storage for diligence notes, files and tasks — so everything you know about a target lives in one place instead of scattered across a data room and an inbox.
Customization
Rings is completely customizable, letting you add the fields and build the views that match how you evaluate deals — stage, sector, scale — so the system reflects how your team actually works.
Integrated workflows
Rings integrates email into your deal pipeline, letting you follow up, forward or open new threads without bouncing between your inbox and your CRM.
02
Sourcing coverage
Priority scoring
In PE, the best deals come from the bankers and founders you’ve covered for years. Rings lets you assign a priority score to those relationships, visible across your team so everyone knows which sources matter most.
Automated reminders
Illiquid cycles mean long stretches between conversations, and a source left alone goes cold. Set a reminder cadence on any priority relationship and Rings tells you when it’s time to reach out — so you’re top of mind when a deal comes to market.
Served intelligence
Reconnecting with a banker or founder after months means recalling years of context. Rings catches you up using activity, deal and relationship history, so you reconnect with the full picture instead of a cold start.
03
Market intel
Logging intel
Intel is only as good as its source. Rings lets you log the intel and the person who gave it to you — not just a note buried on a company — so every signal stays tied to where it came from.
Rollups
Intel flows both ways with a source over time. Rings rolls every exchange up against the people and companies involved, giving you the complete give-and-take at a glance.
04
Portfolio
Add-on pipelines
Growth doesn’t stop at the platform deal. Rings lets you run each portfolio company’s add-on acquisition pipeline with the target, its founders and the advisors all attached — so every buy-and-build process is as legible as the original deal.
Talent & advisors
Building a portfolio company means placing the right people around it. Rings lets you track the executives, advisors and candidates you connect into a portco — tying each to the role, the company and the source who surfaced them.