CRM for Fundraising

Build a smart investor database, run fundraising campaigns, and keep track of grants and investments, all in one lightweight tool

Build your investor network in a single tool

Centralize your entire team's network of investor contacts, from funds to business angels, in folk, with just a few clicks. Pick a readymade template to sort your contacts instantly.

Target the right investors for your goals

Reach out to entire lists of investor contacts without losing the human touch: use our auto-customization tools to send personalized emails in bulk. Need inspiration? Pick from our gallery of email templates.

Keep on top of all fundraising processes

Track progress with custom pipeline view. See latest interactions, shared notes, and set reminders for yourself or teammates to follow up at exactly the right time.

Close deals and
keep your investors in the loop

From big funding campaigns to one-to-one relationships with angel investors, manage your fundraising process and send updates and reports in just one click.