PRIVATE EQUITY
RECURRING CRM
Built around people, not transactions
Most CRMs organize everything around a dollar amount that closes and disappears. Rings organizes around the people and companies you keep coming back to, so your history with them builds up over time instead of starting over.
Dealflow
A single deal can pull in a founder, several bankers, sponsors, and co-investors. Rings ties all of them to the deal, so everyone involved shows up in one place instead of scattered across inboxes.
Intel
When a contact gives you a tip, log it in Rings and attach it to their name. Over time you see everything you've heard about a company, and which relationships actually bring you deals.
Projects & Intros
Tracking a project, a process, or an intro? Rings keeps everyone involved attached to it, so you never lose track of who did what.
Notes & Context
Take a note in Rings and it files itself to the right people and companies automatically. Next time you pull up that founder or banker, every note you've taken on them is right there.
RELATIONSHIP INTELLIGENCE
See where any relationship stands, in seconds
The context for every relationship is scattered across inboxes, notes, and spreadsheets, and pulling it together by hand is slow. Rings keeps it all in one place, so you can read any relationship in seconds.
Complete Relationships
Everything you know about a banker or founder is spread across inboxes, notes, and spreadsheets. Rings unifies it, letting you understand a full relationship in seconds.
Creation & Enrichment
Rings builds your relationship graph from your team's email on its own, links each contact to the right company, and keeps it clean, so your network is mapped without anyone entering data.
Activity Capture
“When did we last talk?” shouldn't be a question you dig for. Rings shows the latest activity next to every person and company, with the answer visible before you even click.
RINGS DATA
People and company data, already built in
Rings starts with 150M+ people and company records on day one, with your own relationship data layered on top. You're never working from an empty database.
SERVED INTELLIGENCE
AI that actually knows your relationships
Years of detail sit behind every banker, founder, and LP relationship. Rings' AI draws on your activity, notes, and history, so its answers are rooted in what your team actually knows.
Controlled, rapid onboarding
Switching CRMs usually means losing years of history. Rings builds your network from your email automatically and comes preloaded with millions of companies and people. It's useful on day one. Then our data team moves your firm's process history over from your old CRM by hand. They've done it from every major CRM, so nothing important gets left behind.
Secure by default
PE relationships are confidential, and Rings treats them that way. It meets U.S. and global security standards, gives you three levels of privacy controls at the user level, and never sells or shares your data. Not now, not ever.
Works where you already do
Your relationships don't live in one tab, and Rings doesn't either. The Chrome extension works inside Gmail, LinkedIn, and across the web, and the iOS app does everything the web app does. Your data comes with you, at your desk or on the road.
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.