Investor CRM
Track and manage every investor relationship in one place. Inbound leads are automatically added to your contacts when investors view your pitch deck.
Manage Your Pipeline
Track every investor interaction, from initial contact to term sheet, with a visual pipeline that keeps your fundraising organized.
- Visual pipeline for deal stages
- Automatic contact capture from deck views
- Activity tracking and notes
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Pipeline Management
Visualize your fundraising pipeline with customizable stages to track progress with each investor.
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Auto-Capture Leads
Inbound leads are automatically added when investors view your deck, saving you manual data entry.
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Activity Log
Keep detailed notes and track all interactions with investors in a centralized timeline.