Investor CRM
01Track prospects from first touch to wired funds. Stages, reminders, ownership, and a full activity history replace the inbox archaeology.
The platform
Each workflow is powerful on its own — together they turn a chaotic raise into a measurable, repeatable process.
Track prospects from first touch to wired funds. Stages, reminders, ownership, and a full activity history replace the inbox archaeology.
Granular access, watermarking, and view analytics so you know exactly which investors are reading which documents, and when.
Two-way connections with leading cap table providers keep ownership, options, and scenarios accurate without manual re-entry.
Compose recurring updates with metrics, asks, and highlights. Schedule sends and see open and engagement rates per investor.
Live dashboards on pipeline value, stage conversion, and time-to-close turn fundraising from a guessing game into a managed process.