Automate Your Fundraising Pipeline
- Stage Tracking: Move prospects through fundraising stages with tasks auto-created
- Follow-Ups: Scheduled nudges and reminders for each stage
- Data Room Tasks: Auto-create diligence tasks when a prospect reaches evaluation
Automation Flow
- Trigger: Deal stage changed
- Actions: Create follow-up task, send tailored email, update dashboard, schedule next touch
Best For
Founders, CFOs, and investor relations teams managing multi-round pipelines.