Every relationship, in one place
A founder-built CRM for the relationships that drive your startup. Track investors, advisors, partners, and board members - log every interaction, never lose context.
Investor Pipeline
284 tracked6
Pipeline stages
FitScore
On every investor
Activity
Tracking per contact
Auto
Stage progression
Key capabilities
Six pipeline stages, FitScore on every investor, and full activity tracking so you always know who to prioritize, what to say, and when to follow up.
Kanban Relationship Board
Drag contacts through six pipeline stages on a visual board. Build your investor funnel the way you actually work, not the way a generic sales CRM expects you to operate.
FitScore on Every Investor
Every investor contact displays a FitScore calculated from your stage, sector, and raise size against their known investment criteria. Know fit before you send the first email.
Activity Timeline
Every meeting, email, and note is logged on a timeline for each contact. Always know where a conversation stands, what was discussed last, and what the agreed next step is.
Task Management
Create follow-up tasks with due dates attached to any contact. Get reminders so no commitment or next step slips through when you are juggling dozens of investor conversations.
Pipeline Analytics
See conversion rates, average time per stage, and relationship health scores across your full pipeline. Make prioritization decisions based on data rather than recency bias.
Data Room Integration
Link any pipeline contact to their named data room access. See exactly which documents each investor has opened and how much time they spent reviewing each section.
How it works
Add contacts
Import your network or add investors, advisors, and partners one by one. FitScore calculates automatically on each investor.
Log interactions
Record every meeting, email, and call. Attach notes and define a clear next step after each conversation.
Move through stages
Drag contacts across pipeline stages as relationships develop and conversations move toward a decision.
Act with confidence
Use FitScore, activity history, and analytics to prioritize the right relationships and time your outreach well.
Having FitScore on every investor before I reach out means I know who is actually a fit for our stage and sector. I stopped wasting time on misaligned VCs.
Elena R.
Founder, Folio
Ready to get started?
Join founders who stay organized, raise smarter, and close with confidence.