Fundingstack for Private Equity Firms
Fundingstack was designed from the ground up as a modern, clean and intuitive private equity CRM for the private capital markets.
Private equity firms, hedge funds, real estate investors, and other financial services firms rely on Fundingstack to track capital raises and other deals, and to manage investor relationships.
Unlike many legacy CRMs for private equity, setup is fast and easy and does not require outside consultants. The UI is simple but flexible, and you can set up multiple Deals under your primary account in a matter of minutes.
You can track the funding progress of all your deals on the Deal Metrics tab, and then drill down in the Deal Dashboard to view commitments over time, outbound activity, tasks, to-dos, and more.
227,000 Global Investors At Your Fingertips - Now With Intro Path Mapping
Fundingstack’s private equity CRM software is accompanied by one of the largest investor databases on the planet. Search for lead and co-investors from a dataset of 227,000 global investors including private equity firms, venture capital funds, lenders, institutional investors, sponsors, family offices, fund of funds, HNW angels and more.
Search by Type, Industry, Location, Stage and Keyword. View contact information, descriptions, fund size, areas of interest, previous deals, social media links. Add relevant investor targets to your CRM, and use the new “Get Intro” button to find your best warm introduction with one click – all at a fraction of the cost of other investor databases.
Import Your Investor Data, Securely And Confidentially
In addition to the investors found within Fundingstack, you can import your own investor lists into the CRM, simply by uploading a CSV or Excel sheet. All data you import is private to your account only.
You can use your Master Account to aggregate all your investor contacts and organize them into separate pipelines. You can also easily move and copy investor lists between pipelines and between deals using the Bulk Actions button.
Fundingstack scales with you as you grow your deal volume.
Deal Marketing Made Easy with a PE CRM
Fundingstack also contains robust solutions for marketing your deals and driving interest. Use the Pitch Deck tool to upload and send your deck, and track who you sent it to, who opened the email, and who viewed the deck.
Use the Investor Update tool to send a regular update or deal one-pager, and use the Send Email tool to do personalized follow up emails at scale (now with ChatGPT integration and Email Templates).
Finally, use the Virtual Data Room to run diligence and drive the deal home.
Fundingstack helps you find investors, manage contacts, run outbound marketing efforts and track deal activity very efficiently – thus helping you get more done in less time.