The fundraising CRM built for founders
A Kanban pipeline to track every investor from first outreach to closing. Integrated tasks, reminders and conversion metrics.
Pipeline stages
Watchlist → Contacted → Meeting → Due Diligence → Term Sheet → Closing. Each column represents a key step in the fundraising process, with the option to mark a fund as "Passed" at any stage.
What you can track
For each fund in the pipeline: meeting notes, next action, reminders, relationship status, exchange history. Get a bird's-eye view of your roadshow at any time.
Why a dedicated fundraising CRM?
A roadshow typically involves 50 to 100 funds in parallel. Without a structured tool, follow-ups slip through, meetings get forgotten and conversion drops. The Investor Tracker centralises everything in one view.
Frequently asked questions
Is the Investor Tracker free?
Yes, entirely free with no time limit or cap on the number of tracked funds.
Can I import funds from the investor database?
Yes, any fund from the database can be added to your pipeline with one click.
Is there a limit on funds in the pipeline?
No limit. Track as many funds as your fundraise requires.