Your fundraising pipeline
Track Prospect, Contacted, Meeting, Due diligence, Committed, Invested, or Declined. Keep the context when a relationship changes.
Investor CRM
Keep every investor conversation moving
Know who you have contacted, what they need, and when to follow up. Keep your fundraising relationships beside the materials you share.
14-day trial · No card requiredIllustrative example
Northstar Ventures · Meeting
Next: share the reviewed financial model
Follow-up: choose a date · Room: active
One place for the relationship, the report, and the next conversation.
A clear path from input to outcome
- 01
Build your shortlist
Add the investor or firm, contact details, and useful context. Start at Prospect and move the relationship as it develops.
- 02
Give each conversation a next step
Record notes, a follow-up date, and the next action through meetings, diligence, commitment, and investment.
- 03
Connect the right report
Attach an investor-room link and see whether a Fountra room is active, expired, or revoked before following up.
A useful follow-up list
Bring the next step and date into view. Record the result of a conversation before planning the next one.
Private relationship notes
Investor CRM is available to startup owners and admins. It does not send outreach automatically or expose your private notes in an investor report.
Common questions
Does Fountra contact investors automatically?
No. You manage the relationship and decide what to send. The CRM records contacts, notes, stages, and follow-ups.
Is this the same as the VC workspace?
No. Founder CRM tracks fundraising relationships. The VC workspace helps investment teams review companies and support their portfolio.
One place for the relationship, the report, and the next conversation.
Start with your own workspace and keep the next step clear.
WORK WITH FOUNTRA