# Investor CRM and Fundraising Pipeline for Founders

> Run your raise on a Kanban pipeline. Track every investor from first email to committed, see progress toward your target, and never miss a follow-up.

URL: https://raziel.co/platform/investor-crm

Investor CRM & Pipeline

# Run your raise *on one 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.

[Get started free](https://app.raziel.co/sign-up) [Book a demo](https://raziel.co/contact)

Pipeline

## A Kanban board for your round

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.

- Committed, soft circled, and remaining at a glance
- Target check on every investor
- Totals per stage

Move stages

## Update a deal in two taps

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.

- Stage, target check, and note in one sheet
- Probability and next step per investor
- Owner on every conversation

On the web

## Your whole round on one board

On a bigger screen, see every stage of the raise at once, with the committed total against your target at the top.

### At a glance

**Pipeline stages, from Contacted to Passed**

5

**To move an investor to the next stage**

2 taps

**For your first 100 contacts**

Free

**A month after that**

$29

Raise dashboard

## Know exactly where the round stands

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.

- Progress toward target and close date
- Committed by month
- Needs follow-up list

Context

## Every conversation, with its history

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.

- Pipeline details on every contact
- Update opens and clicks per investor
- Notes, emails, and calls in one place

[See contacts and groups](https://raziel.co/platform/contacts)

How it works

## Set up your raise in minutes

1. 01
  ### Set your target
  Name the round, the amount, and your target close date.
2. 02
  ### Add investors
  Add contacts or pick them from your groups. New contacts can start in the pipeline.
3. 03
  ### Work the board
  Move investors through stages as conversations progress and watch the committed total grow.
4. 04
  ### Keep them warm
  Send investor updates to prospects and see who opens them.

## Explore more of the platform

[Platform overview](https://raziel.co/products)

- [Investor Updates Write, send, and track updates investors read. Learn more](https://raziel.co/platform/investor-updates)
- [Contacts & Groups Every investor, advisor, and friend, organized. Learn more](https://raziel.co/platform/contacts)
- [Cap Table Always-current ownership, options, and dilution. Learn more](https://raziel.co/platform/cap-table)

## Frequently asked questions

Common questions about Investor CRM & Pipeline in Raziel.

### What stages does the pipeline use?

Contacted, Meeting, Diligence, Committed, and Passed. Each investor card shows the firm, the target check, and when it was last updated.

### How is the committed total calculated?

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.

### Can I use the pipeline with my existing contacts?

Yes. Any contact can be added to the pipeline, and new contacts can be added to it as you create them.

### How much does the investor CRM cost?

The Founder plan is free for your first 100 contacts, then $29 a month.

## Run your next raise from one board

Start free and bring every investor conversation into one pipeline.

- [Download on theApp Store](https://apps.apple.com/us/app/raziel-portfolio-management/id6761929486)
- [Get it onGoogle Play](https://play.google.com/store/apps/details?id=com.raziel.android)