Fundraising CRM · free

Your raise, on one board.

Every investor you are talking to, where each conversation stands and what happens next. Each card already knows the firm: how many cheques it wrote this year, the round it usually joins, and who it just backed.

Open your pipelineOr start from the Fundability Test

Example boardSeed round · target $2M

To contact3

Gaingels195 cheques in 12 moAsk for intro
EIC Accelerator193 cheques in 12 moWarm intro via angel
Plug and Play185 cheques in 12 moSend deck

Contacted2

Lightspeed Venture Partners181 cheques in 12 moFollow up Tuesday
National Science Foundation164 cheques in 12 moPartner meeting

Meeting2

Khosla Ventures164 cheques in 12 moReading your deck
Founders Fund161 cheques in 12 moData room open

Diligence2

Antler154 cheques in 12 moReference calls
Bpifrance141 cheques in 12 moPro rata talk

Real firms and their real cheque counts from the record, placed on an example board.

8,119firms that wrote a cheque in the last 12 months, each one a card away
2,920of them have led a round, flagged on the card
869rounds we recorded in the last 30 days, feeding every card
$0for the board, deck tracking and the export, with no seat or investor limits

Built on the record

A card that already did the research

Add a firm from the investor search and its card arrives filled in. Before your first call you know whether they are still writing cheques, what size of round they join and the companies they backed last.

  1. Pace. Cheques in the last twelve months and in total, so a quiet fund is visible before you spend a week on it.
  2. Fit. The median round they join, against the round you are raising.
  3. Recent backing. Their latest companies, stages and whether they led, for the first five minutes of the meeting.
  4. Your side. Stage, amount, next step and date, notes, and every read of your deck.
Alumni VenturesChicago · VC firm
Meeting
Cheques, 12 mo
335
Cheques, all
1,595
Typical round
$11M
Rounds led
1

Just backed

  • MaxinsightsSeed · $30M · Oct 2026
  • DaytonaSeries B · $60M · Oct 2026
  • Chariot ClaimsSeries A · $10M · Oct 2026
  • LoopsSeed · $3.5M · Oct 2026
Next stepPartner meeting · Thursday

Firm facts live from its record. The stage and next step are an example.

Deck, tracked

Know who read it before you follow up

Send each investor their own deck link from the card. Every read lands on that card's timeline: how long, how far, and when they came back. The bars are time spent per slide, so you can see the slide that held them and the one that lost them.

How deck tracking works

The likely figure

What you can count on, weighted by stage

Each stage carries a rough chance that the cheque closes. The board adds up every card's amount times that chance, so a full "contacted" column does not look like money in the bank.

  1. Contacted5%
  2. Meeting15%
  3. Diligence35%
  4. Term sheet70%
  5. Committed100%

Example raise, $2M target

Committed$500K × 100%$500K

Term sheet$750K × 70%$525K

Diligence$500K × 35%$175K

Meeting$1.0M × 15%$150K

Contacted$1.5M × 5%$75K

Likely$1.4M

71% of target, against $4.3M in conversations.

Why they passed

Every no, with a reason

Move a card to Passed and pick why, in one click. You keep a record of what to fix before the next round. Across founders, the reasons are counted per firm and shown on its page as shares once three are on record, never with a name attached.

Too early for themNot enough tractionMarket too smallTeam concernsValuation or termsOutside their thesisCompeting portfolio companyFund timing or capacityNever repliedSomething else

Four ways onto the board

  1. 1From the Fundability Test

    Finish the test and start a raise from the result: a board named for your startup, its target set to your ask, the matched investors already on it.

    Take the test
  2. 2From any investor table

    Filter the investor search to your stage and market, tick the firms or people you want, and add them all at once.

    Search investors
  3. 3From your listing

    Investors who say they are interested on your startup's public profile show up above the board, one click from a card.

    List your startup
  4. 4By hand

    An angel we do not hold, a friend of a friend: type a name, firm and email and they get a card like any other.

    Open the board

Compared

Against the spreadsheet, and other CRMs

SpreadsheetGeneral sales CRMInvestor CRM toolsMillionrounds CRM
Investor factsCopied in by hand, stale by next monthCompany firmographics, not chequesMostly the profile a fund wrote itselfLive from the rounds they wrote, refreshed nightly
Is the fund still active?You find out on the callNot trackedRarely shownCheques in the last 12 months on the card
Deck readsA separate tool, matched up by emailA separate tool or add-onSometimes, often on a paid planOn the investor's card, slide by slide
Next stepsA column you forget to sortTasks and remindersTasks and remindersDue and overdue at the top of the board
How close you areA sum that counts every maybeWeighted deal valueVariesWeighted by stage
Why they passedLost in an inboxA custom field you set upSometimes a fieldOne click, counted per firm
PriceFreeFree tier, then per seatFree tier, then a subscriptionFree

General sales CRMs are built for selling, not raising; investor CRM tools are fundraising trackers. Features vary by product and plan.

Start the board before the first email

Free, with nothing to install. An account is your email and a password.

Open your pipelineOr find investors first

Questions

Is it free?

Yes. The board, the cards, deck tracking and the export cost nothing, and there is no limit on investors or pipelines.

Who can see my pipeline?

Only you. Pipelines are never shown to investors, never sold and never used to rank anyone. The one thing we count across founders is the pass reasons, and only as shares on a firm's page once three passes are on record for it.

Can I take my data out?

Any pipeline downloads as a CSV in one click, ready for a spreadsheet or another CRM.

Do I have to add investors one by one?

No. Add a whole filtered table from the investor search at once, start a board from your Fundability Test result, or type in anyone we do not hold.

Can I run more than one raise?

Yes. Keep a pipeline per round, or one for angels and one for funds, each with its own target and close date.