Keep track of all potential investors and deals with contacts, conversations, emails, and more in Black Mountain's CRM.


  • Investor CRM manages a pipeline of investor opportunities
  • Deal CRM manages a pipeline of investment opportunities
  • Allows users to capture contacts, emails, documents, conversations, ideas, meetings, and more
  • Provides relationship insights between Accounts, Contacts, Opportunities, and Products
  • Maintains vertical integration of data through the entire life cycle of a deal from Pipeline through funding
  • Provides native Outlook integration to associate emails with opportunities and sync contacts
  • Offers Dashboard reporting and rule-based alerts based on any criteria desired
Available for CLO/Loan Managers, Private Debt Managers, Commercial Bankers, Fixed Income Managers, Alternative Asset Managers, Investment Advisors and Fund of Funds Managers.

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5 Reasons Why

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Global CLO Managers use Black Mountain’s Solutions

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“Black Mountain’s solution provides a window on holdings across the entire $142 billion portfolio and will prove to be instrumental in improving our ability to make decisions and invest with the most accurate data at our fingertips.”

- Paul Thompson, COO, Barings

“While our PMR quarterly report is done in the same way as before we got Black Mountain’s solution, we save inordinate amounts of time when generating portfolio-wide reports because they are now automated. We have more controls around the accuracy of our data. What took hours and hours to complete before now takes very little time.”

- Brian Forde, Vice President, Newstar Financial, INC.

Wasmer, Schroeder & Company used Black Mountain’s solutions to achieve efficiency gains of 80% for its administrative team and 20% for its portfolio managers and traders.

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