Contacts & Groups
Every investor, advisor, and friend, organized
One address book for everyone who backs your company. Group contacts, see their pipeline stage and update engagement, and reach them in a tap.
Groups
Groups that match how you raise
Sort contacts into investors, prospects, advisors, and friends and family. Groups power your update recipients, so the right people always get the right message.
- Investors, prospects, advisors, and friends and family
- Filter and search by name, firm, or email
- Send updates to whole groups
Add contacts
Add someone and put them to work
Create a contact with their name, email, firm, and group, and add them straight to your fundraising pipeline if they are a prospect.
- Name, email, firm, and group
- Optional add to pipeline
- Starts in Contacted with no target check
Connected
Contacts and your pipeline, in sync
Prospects you add to the pipeline appear on your raise board, and their stage and target check show on their contact page.
Contact detail
Everything about a relationship on one page
See where an investor sits in your pipeline, their target check, your next step, and every update they opened. Email, call, or add a note from the same screen.
- Pipeline stage, target check, and next step
- Update engagement history
- Email, call, and notes
Frequently asked questions
Common questions about Contacts & Groups in Raziel.
How many contacts can I add for free?
The Founder plan is free for your first 100 contacts, then $29 a month.
What groups are available?
Investors, Prospects, Advisors, and Friends & Family. Groups are used to filter your contacts and to choose who receives each investor update.
Can I see who opens my updates?
Yes. Each contact shows the updates they received and whether they opened them or clicked a link.
Are contacts connected to the pipeline?
Yes. Any contact can be added to your fundraising pipeline, and their stage and target check appear on their contact page.
Contacts & Groups
Organize everyone behind your company
Start free with up to 100 contacts, then $29 a month.