A fundraise is a sales process, and founders who treat it like one close faster. This automation tracks every investor from first intro to committed, with reminders so no warm conversation goes cold — so you run your raise like a pipeline, not a pile of emails.
What's Included
- Investor pipeline: every conversation from intro to commit in stages.
- Follow-up alerts: triggers nudge you before an investor goes quiet.
- Connected notes: every call and email tied to the investor.
- Status agent: ask "who haven't I followed up with?" via an custom AI agents.
- Raise dashboard: committed vs target in board, calendar, and table views.
How To Use
- Clone the pipeline and add your investor list.
- Log intros and conversations.
- Turn on follow-up triggers.
- Work the warm leads first.
- Close your raise like a pro.
Browse founder systems in the Community Gallery or open the CRM agents page.