Fundraising CRM

Integrations

Google Sheets

Widgets

Table
Text
Button
Container
List
Modal
Map
File Picker
Rich Text Editor
Rating

Overview

Many start-up founders often rely on spreadsheets (Google Sheets, usually) to manage their fundraising efforts, including listing down status updates and notes.

This fundraising CRM can streamline this work by housing all things related to investors in one place. The app allows users to connect with VC funds worldwide and ensures secure and direct communication between a company and its investors.

Users can browse through a list of investors, communicate with them, and track their communications, including all previous communications. Not just this, users can also share documents via an Amazon S3 integration.

Highlights of the app

  • Maintain a clean and transparent record of investor information. Add, edit, or delete information related to investors (Name, Designation, Investment Fund, Website, Portfolio, and notes about the fund).
  • View the location of the investment fund office on a map
  • Add files and notes (such as business plans, burn charts, etc.) for different users, and upload them to Amazon S3.
  • View a conversation history between users and investors.

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