Round-based pipelines
One round per raise. Each round has its own stages, target, and progress meter.
Fundraising CRM
A dedicated investor CRM. Create a round per fundraise (Seed, Series A, bridge), add investors as deals, and move them through stages from first contact to committed capital — with notes, meetings, files, and a full activity log on every deal.
- StagesCustomizable
- TrackingPer-deal log
- Shared accessPer round
app.nautis.io/investor-crm
Built for
- Founders running an active raise
- Teams co-running outreach with co-founders
- Investors and advisors helping a portfolio raise
Capabilities
What you can do with Fundraising CRM
Everything ships out of the box. No setup, no plugins, no extra tools.
Customizable stages
Default Lead → Contacted → Meeting → Term Sheet → Committed → Passed, fully editable.
Per-deal everything
Notes, meetings, comments, files, and a full activity log live on every deal.
Shared access per round
Keep sensitive deals limited to a small group while showing the full pipeline to others.
Round dashboard
Live counts of deals, committed, passed, total raised, with a target-progress bar and oversubscribed badge.
Quick start
From zero to using Fundraising CRM
- 1
Create a round
Name the round, set the target, pre-money valuation, and shared access.
- 2
Add investors as deals
Pull from Find Investors or import your own list.
- 3
Drag through stages
Move deals across the pipeline as conversations progress.
- 4
Watch the meter climb
The round dashboard shows committed capital vs target in real time.
Fundraising CRM questions
What's the difference between a round and a deal?+
A round is the fundraise itself (for example, your Series A). A deal is one investor inside that round. One round usually has many deals.
Can I move a deal between rounds?+
Edit the deal and change its round, or use the deal detail panel actions. The activity log keeps a record of the move.
Does Nautis send emails to investors automatically?+
No. Nautis logs your outreach and can draft messages, but you send everything through your normal email tool. The activity tab records what happened.
What happens when a deal is marked won?+
The check size counts towards the round's Raised total and the target-progress bar. Closed-won deals stay in their final stage and can still be opened for reference.
Who can see a private round?+
The creator, anyone listed under Shared Access for that round, and organization admins.
Can I close a round?+
Yes. Click the Lock icon on a round card to close it. New deals can't be added until you reopen it.
Is this the same as Leads & Sales CRM?+
No — Fundraising CRM is for investors. Leads & Sales CRM is for customers and partners. They live in separate modules so contexts don't mix.
Can I customize the stages?+
Yes. The default stages (Lead → Contacted → Meeting → Term Sheet → Committed → Passed) are fully editable per round.
What does the Oversubscribed badge mean?+
When committed capital exceeds the round target, your card gets an Oversubscribed badge — useful when you need to politely turn down late interest.
Your first hire, before your first hire
Hire your Chief of Staff today.
Full business context from the first conversation. Daily operations, fundraising, revenue and finance, run with you. You approve every move. It handles the rest.
Nothing leaves your workspace without your yes.