The leading CRM for raising capital

Fundingstack brings structure, speed and efficiency to the capital raise process. Trusted (and loved) by VCs, investment bankers, consultants and advisors around the world.

Modern investor pipeline management

Use Investor CRM to manage your investor funnel and run your fundraise faster and more efficiently. Customize the board to match your workflow, and move cards through the stages of your funnel. See at a glance all Tasks and To-Dos, how many Leads and Committed Investors were added last week / month, and when the last activity was for each investor.

Increase your funding momentum. Exponentially.

Pipeline managementPipeline management
Investor CRMInvestor CRM

Collaboration is baked in

Invite your colleagues, analysts, executive team and others to work with you in your account. They can add leads and prospects, tag themselves as “connector,” and monitor the overall health of your raise.

Fundraising is now a team sport.

Manage tasks, emails, files, to-dos & more

For each investor, add data such as Type, Priority, Leads / Co-invests, Amount Committed and other tags. Add tasks, calls, and to-dos, and export these to your calendar. Attach files such as the term sheet or pitch deck you sent. Connect your email to send follow-up messages and see all email conversations with each investor.

Enjoy high-visibility fundraising.

Investor CRMInvestor CRM


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