Introducing Raziel: every alternative asset in one place. Explore the platform
Investor CRM & Pipeline
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.
Pipeline
Investors move through stages you will recognize: contacted, meeting, diligence, committed, and passed. Each card carries the firm, the target check, and when it last moved.
Move stages
Move an investor to the next stage, adjust the target check, and leave a note about what changed. Your committed total and progress toward target update immediately.
On the web
On a bigger screen, see every stage of the raise at once, with the committed total against your target at the top.
Raise dashboard
Your founder home shows committed capital against your target, momentum by month, average check size, and the investors who need a follow-up, so every morning starts with the right list.
Context
Open an investor to see their stage, target check, next step, and how they engage with your updates. Email, call, or add a note without leaving the page.
How it works
Name the round, the amount, and your target close date.
Add contacts or pick them from your groups. New contacts can start in the pipeline.
Move investors through stages as conversations progress and watch the committed total grow.
Send investor updates to prospects and see who opens them.
Common questions about Investor CRM & Pipeline in Raziel.
Contacted, Meeting, Diligence, Committed, and Passed. Each investor card shows the firm, the target check, and when it was last updated.
Raziel adds up the target checks of investors in the Committed stage and compares them with your round target. Soft circled and remaining amounts are shown next to it.
Yes. Any contact can be added to the pipeline, and new contacts can be added to it as you create them.
The Founder plan is free for your first 100 contacts, then $29 a month.
Investor CRM & Pipeline
Start free and bring every investor conversation into one pipeline.
