Fundraising Crm Pipeline

🎯 Fundraising CRM Pipeline with AI

Track every investor interaction from first meeting to term sheet. Automate follow-ups, manage pipeline stages, and never miss a warm lead.

✨ Agentic AI workflows

🤖 100% fully customizable

✅ Download & edit on-the-go

🚀 Automate, publish, & share everywhere

What Can You Do With This Automation?

The Fundraising CRM Pipeline helps founders manage their entire fundraising process systematically.

Investor Database: Track all investor contacts, firms, and preferences
Pipeline Stages: Move investors through Researching → Contacted → Meeting → Due Diligence → Term Sheet
Automated Follow-Ups: Send timely follow-up emails based on last interaction
Meeting Prep: Generate briefing docs before each investor meeting
Activity Logging: Automatically log all emails and meetings

Trigger	Actions
New investor added	Enrich with LinkedIn data, research firm portfolio
Meeting scheduled	Create prep doc, send calendar invite, remind day-before
Meeting completed	Log notes, update stage, schedule follow-up
No response 7 days	Send gentle follow-up email
Term sheet received	Alert team, create due diligence checklist