For founders
Stay fundraise-ready, all year round
Keep your pipeline, investor updates, cap table, and KPIs current in one investor-ready hub, so your next raise starts from a position of strength.
- Free up to 100 contacts
- Web, iOS and Android
The founder toolkit
Five tools, one investor-ready hub
Everything you need between rounds and during them, connected so the same numbers show up everywhere.
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Investor CRM & Pipeline
Run your raise on a Kanban pipeline. Explore -
Investor Updates
Write, send, and track updates investors read. Explore -
Cap Table
Always-current ownership, options, and dilution. Explore -
KPI Dashboard
Track the metrics that matter and share them. Explore -
Contacts & Groups
Every investor, advisor, and friend, organized. Explore
Investor CRM & pipeline
Run your raise on one board
Every investor conversation on a Kanban board, from first email to wired. See what is committed, what is soft circled, and who needs a follow-up today.
- Contacted, meeting, diligence, committed, and passed
- Target check and next step on every investor
- Progress toward your target and close date
Investor updates
Send updates investors actually read
Write the update once with your live metrics embedded, send it to the right groups, and see who opened, who clicked, and who needs a nudge.
- Optional AI draft and embedded KPIs
- Send to groups now or schedule for later
- Opens, clicks, and resend to people who missed it
KPI dashboard
Your numbers, connected
Track the metrics that matter, add a data point each month, and drop live charts into your investor updates. The figures in your email always match your dashboard.
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Metrics into updates
Turn on “Include in investor updates” and the latest value and trend appear in your next update.
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Contacts power recipients
Groups like investors and prospects decide who gets each update, and opens show on every contact.
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One source of truth
Your cap table sits next to your pipeline and KPIs, so diligence answers come from the same place.
Cap table
An always-current cap table you can explain
Founders, investors, and the option pool on one table with fully diluted percentages. Model what the next round does before you sign the term sheet.
- Holders by class with share counts
- Round size and pre-money scenarios
- Option pool granted and available
Contacts & groups
Everyone behind your company, organized
One address book for investors, prospects, advisors, and friends and family. See each person’s pipeline stage and update engagement, and reach them in a tap.
- Groups that power your update recipients
- Pipeline stage and target check on each contact
- Email, call, and notes from the same screen
Testimonials
Founders love staying ready
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“Raising used to mean scrambling. Now our data room is always ready to share.”
Elena RuizFounder & CEO, Lumen
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“Investor updates take me 20 minutes now instead of a whole afternoon.”
Marcus BellCo-founder, Cadence
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“My cap table is finally something I trust, and can actually explain to investors.”
Aisha GrantFounder, Northwind
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“Investors regularly comment on how clear and consistent our updates are.”
Tom WeaverCEO, Brightloop
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“It keeps us fundraise-ready between rounds without any extra effort.”
Nina KapoorFounder, Tessera
Pricing
Free to start, simple to grow
The Founder plan is free for your first 100 contacts. When your network outgrows it, it is $29 a month. Investing too? Add an investor portfolio to the same login.
Compare plansFounder
Free
up to 100 contacts, then $29/month
- Investor CRM and pipeline
- Investor updates with open tracking
- Cap table and KPI dashboard
For founders
Get fundraise-ready today
Bring your pipeline, updates, cap table, and KPIs into one hub. Free up to 100 contacts, then $29/month.