Edda
Edda: A broad investor-management platform with dealflow, portfolio, LP, and AI workflows. Ranked #9 of 25 in Investor Relationship Management Software by our editors (8.4/10); pricing: Pricing on request; best for GPs wanting AI across fundraising and portfolios.
At a glance
- Editor score8.4 / 10
- PricingPricing on request
- Best forGPs wanting AI across fundraising and portfolios
- Free planNo
- Email syncYes
- Facts checked20 Sep 2026
Where it wins
- Combines dealflow, relationships, portfolios, LP communications, and documents
- AI supports pitch-deck reading, diligence, and cap-table importing
- Web, iOS, Android, API, email, calendar, and productivity integrations
Where it doesn't
- Pricing requires contacting Edda before budget comparison
- Lower tiers limit users, pipelines, funds, and HERA.I credits
- LP Portal and on-premise server add-on are reserved for higher tiers
Our verdict on Edda
Edda is a web-based investment management platform for venture capital, private equity, corporate venture capital, and other professional investors. It brings dealflow pipelines, contact and relationship management, portfolio monitoring, financial metrics, LP communications, reporting, document access permissions, and AI workflows into one system. The platform supports investment activity from deal origination through portfolio management and exit, with mobile access to Dealflow, Portfolio Management, and Contacts. GPs looking for a connected workspace across fundraising and portfolio operations are the clearest fit.
The plan structure scales by users, dealflow capacity, funds, LP functionality, and HERA.I credits. First-Time GP supports up to 3 users, 3 Dealflow pipelines, 1 fund, 300 HERA.I credits per month, and mobile access. Edda Premium raises those limits to 5 users, 6 pipelines, 3 funds, and 600 credits. Edda Pro supports up to 20 users, unlimited pipelines, 6 funds, LP Portal access, and 1,800 credits. Enterprise adds 20+ users, LP Portal, an on-premise server add-on, custom SSO, and unlimited HERA.I credits. All listed plans use contact-sales pricing, so the product suits firms prepared for a sales-led buying process more than teams seeking self-serve plan selection.
Edda’s breadth is its central advantage. Integrations with Gmail, Outlook, Dropbox, and Zapier support communication, calendars, files, and automation, while web, mobile, and API access provide multiple ways to work with investment records. Automated portfolio-company metric requests and LP reporting functions extend the platform beyond basic CRM. AI pitch-deck reading, due-diligence assistance, and cap-table importing add specialized workflows, with HERA.I credits varying by plan. Choose Edda when one system should cover fundraising relationships, dealflow, portfolios, documents, and LP engagement. Firms needing a narrower tool or transparent pricing may prefer an alternative.
Your product? Our editors can test Edda in depth and publish a review, labelled as paid · from $149/mo →
Edda pricing
Edda fact sheet
| Free plan | No |
|---|---|
| Paid from | Not verified |
| Contact limit | Not verified |
| Email sync | Yes |
| Deal pipeline | Yes |
| LP and investor records | Yes |
| Portfolio tracking | Yes |
| Mobile app | Yes |
| Deployment | Cloud, Self-hosted, Mobile |
| Platforms | Web, iOS, Android |
| Compliance & security | SOC 2, ISO 27001, GDPR |
| Support | Docs |
| Built for | Small business, Mid-market, Enterprise (editorial estimate) |
| Integrations | 4 integrations: Gmail, Outlook, Dropbox, Zapier See all → |
| Pricing | Pricing on request (source) |
| Website | edda.co |
| Facts checked | 20 Sep 2026 |
Edda integrations
Edda lists 4 integrations on its own site.
- Gmail
- Outlook
- Dropbox
- Zapier
Alternatives to Edda
- Juniper SquareA broad investor-relations platform for funds managing fundraising, LP data, and communications.9.4
- 4DegreesA relationship-focused CRM with scoring, warm-introduction paths, and firm-wide visibility.9.2
- Dynamo CRM & Deal ManagementA configurable, cloud-based CRM for mature alternative investment firms with complex workflows.9.0
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Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
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