The AI CRM for venture capital

Connect deal flow, founders, due diligence, portfolio and LPs in one operation. Frontline keeps context up to date and works alongside your investment, platform and operations teams.

Claude Opus 4.8

Claude Opus 4.8

TRUSTED BY
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VENTURE CAPITAL

The operational brain of your venture capital firm

01

A CRM for your background, deal flow and portfolio

Model funds, theses, startups, founders, opportunities, due diligence, committee decisions, investments, LPs and portfolio support initiatives with your firm's fields and relationships.

Chance
Fintual · Seed

Due diligence in progress

Background
Frontier Fund II
Stage
Due diligence
Ticket
$1.5M
Ownership
12%
Next milestone
The Investment Committee
Owner
Lucia Rios
02

The complete memory of each relationship

Email, calls, WhatsApp, meetings, documents, introductions and agreements are all brought together into a single timeline so each team knows what happened and what's next.

Google Calendar

Deck received

12 Abr

The Orbital Labs deck is associated with the startup, its founders and the opportunity.

03

Max works on your operation

Prioritize untracked opportunities, pending due diligence, committee decisions, and portfolio support initiatives with an assistant that operates on the authorized context of your CRM.

Claude Opus 4.8

04

AI Agents for deal flow and portfolio

Receive opportunities, collect information from founders, coordinate meetings and follow up requests from portfolio with each relationship connected to CRM.

Agent Summary

Nora · Deal flow

Active · responds in ~4s

WhatsAppInstagramMessenger

Opportunities

286

Reviewed

82%

Meetings

46

Processed opportunities · 7 days

The data model

A CRM that molds to your operation

[01]
Create field

Field name

Total Amount

Field type *

Formula
Text
Number
Formula

Custom fields

Tailor every field to capture exactly what you need to track.

[02]
Companies10 fields
nombre
text
dominio
url
industria
select
owner
relationship
empleados
number
Contacts14 fields
nombre
text
empresa
relationship
email
email
teléfono
phone
lifecycle
select
Deals8 fields
empresa
relationship
etapa
select
valor
currency
cierre
date
owner
relationship
Due diligence15 fields
oportunidad
relationship
owner
relationship
estado
select
fecha
date
documentos
relationship
Many to many

Relationships between objects

Link objects to each other and model any data structure.

[03]
CRM Data Action

Action

Change Record Type
Search Records
Search by ID
Create Record
Update Record
Delete Record
Change Record Type

Workflows on your data

Automate decisions on the most reliable dataset in your operation.

[04]
DealStandard
Company
relationship
Stage
select
Amount
currency
Close date
date
Owner
relationship
ContactStandard
Title
text
Channel
select
Company
relationship
Email
email
Phone
phone
CompanyStandard
Industry
select
Employees
number
Domain
url
Owner
relationship
Region
select

Objects and record types

Model companies, contacts, deals and anything else, with flexible types.

Everything you need to operate a fund with AI

Google Calendar

Google Calendar

Deck received

The Orbital Labs deck is associated with the startup, its founders and the opportunity.

Activities

Bring every customer interaction into one clear, always-current timeline.

Reports

Decisions on an always up-to-date deal flow

Request reports in natural language and converted opportunities, due diligence and portfolio activity into dashboards ready to operate and share.

Claude Opus 4.8

Build

Deal flow and investment processes

View opportunities, stages, owners, due diligence and committee decisions in a dashboard created on the data of your CRM.

CRM FOR AI AGENTS

Your venture capital operation, available for Claude and your coding agents

Expose funds, startups, founders, opportunities, due diligence, initiatives and authorized workflows as API, tools and commands for your agents to work with permissions and real context.

Claude
Codex
Cursor
Hermes

Deals

crm.agent.ts
// generado por tu agente
import { FrontlineObject, Contact, Deal } from "@frontline/sdk"
 
export default function PipelineAgent() {
return (
<FrontlineObject
label="Deals"
groupBy="stage"
>
<FrontlineObject.Field name="company" type="text" />
<FrontlineObject.Field name="amount" type="number" />
<FrontlineObject.Field name="channel" type="text" />

Enterprise security and partnerships

SOC 2, CASA Tier 2, and an official Meta Business Partnership. Frontline also delivers an enterprise-grade platform with full permission management, RBAC, SSO, and governance.

SOC 2 and access control

We meet the highest standards of security, availability, and confidentiality to protect your data.

AICPA SOC

CASA Tier 2 verified

Independently assessed against the Cloud Application Security Assessment framework for app and data handling.

Tier 2CASACertified

Meta Business Partner

Direct access, priority support, and official best practices for WhatsApp Business API.

Zonamerica
“An AI agent on WhatsApp made visitor registration 10x faster, with 100% of data captured.”
Martin DovatCEO, Zonamerica

Frontline FAQ for Venture Capital

Do you have another question? You can schedule a demo.

Get started with Frontline today