# Fundraising CRM for founders > Run your raise on one board: every investor, where each conversation stands, what happens next, who read your deck, and what the record says about each firm. Source: https://millionrounds.com/fundraising-crm (Millionrounds; every figure on the page links to its filing or article) 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 pipeline[Or start from the Fundability Test](https://millionrounds.com/fundability) Example board Seed round · target $2M To contact 3 **Gaingels** 195 cheques in 12 mo *Ask for intro* **EIC Accelerator** 193 cheques in 12 mo *Warm intro via angel* **Plug and Play** 185 cheques in 12 mo *Send deck* Contacted 2 **Lightspeed Venture Partners** 181 cheques in 12 mo *Follow up Tuesday* **National Science Foundation** 164 cheques in 12 mo *Partner meeting* Meeting 2 **Khosla Ventures** 164 cheques in 12 mo *Reading your deck* **Founders Fund** 161 cheques in 12 mo *Data room open* Diligence 2 **Antler** 154 cheques in 12 mo *Reference calls* **Bpifrance** 141 cheques in 12 mo *Pro rata talk* Real firms and their real cheque counts from the record, placed on an example board. **8,119** firms that wrote a cheque in the last 12 months, each one a card away **2,920** of them have led a round, flagged on the card **869** rounds we recorded in the last 30 days, feeding every card **$0** for 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. - **Pace.** Cheques in the last twelve months and in total, so a quiet fund is visible before you spend a week on it. - **Fit.** The median round they join, against the round you are raising. - **Recent backing.** Their latest companies, stages and whether they led, for the first five minutes of the meeting. - **Your side.** Stage, amount, next step and date, notes, and every read of your deck. **Alumni Ventures** Chicago · VC firm Meeting - **Cheques, 12 mo:** 335 - **Cheques, all:** 1,595 - **Typical round:** $11M - **Rounds led:** 1 Just backed - **Maxinsights** Seed · $30M · Oct 2026 - **Daytona** Series B · $60M · Oct 2026 - **Chariot Claims** Series A · $10M · Oct 2026 - **Loops** Seed · $3.5M · Oct 2026 Next step **Partner meeting · Thursday** Firm facts live from [its record](https://millionrounds.com/fund/us-strategic-tech-fund-an-alumni-ventures-fund). 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](https://millionrounds.com/deck-tracking) 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. - Contacted **5%** - Meeting **15%** - Diligence **35%** - Term sheet **70%** - Committed **100%** 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 them Not enough traction Market too small Team concerns Valuation or terms Outside their thesis Competing portfolio company Fund timing or capacity Never replied Something else ## Four ways onto the board - 1 **From 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](https://millionrounds.com/fundability) - 2 **From 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](https://millionrounds.com/investor-database) - 3 **From 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](https://millionrounds.com/list-your-startup) - 4 **By 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 Spreadsheet General sales CRM Investor CRM tools Millionrounds CRM Investor facts Copied in by hand, stale by next month Company firmographics, not cheques Mostly the profile a fund wrote itself Live from the rounds they wrote, refreshed nightly Is the fund still active? You find out on the call Not tracked Rarely shown Cheques in the last 12 months on the card Deck reads A separate tool, matched up by email A separate tool or add-on Sometimes, often on a paid plan On the investor's card, slide by slide Next steps A column you forget to sort Tasks and reminders Tasks and reminders Due and overdue at the top of the board How close you are A sum that counts every maybe Weighted deal value Varies Weighted by stage Why they passed Lost in an inbox A custom field you set up Sometimes a field One click, counted per firm Price Free Free tier, then per seat Free tier, then a subscription Free 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 pipeline[Or find investors first](https://millionrounds.com/investor-database) ## 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.