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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.