Round-based pipelines
One round per raise. Each round has its own stages, target, and progress meter.
Fundraising CRM for running a round, one investor at a time
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
What is Fundraising CRM?
A fundraising CRM tracks a raise the way a sales CRM tracks deals: one round, many investors, each moving from first contact to committed money. In Nautis you create a round with a target and valuation, add investors as deals, drag them through stages, and work the day from Raise HQ, where follow-ups are drafted for you and nothing reaches an investor until you approve it.
Most first raises start in a spreadsheet, and the spreadsheet breaks around the thirtieth investor. Notes live in email, meeting dates live in a calendar, and nobody can say how much is actually committed versus soft-circled. The Fundraising CRM keeps all of that on the deal: notes, meetings, comments, files and a full activity log.
The structure is simple. A round is the fundraise, such as your seed. A deal is one investor inside it. Each round gets default stages (Lead, Contacted, Meeting, Term Sheet, Committed, Passed) that you can rename, reorder or extend, and marking a stage as Won or Lost decides what counts toward the round's Raised total.
Opening a round lands you on Raise HQ, which reads your pipeline and tells you where the raise stands, from Prepare and Target list through Outreach, Meetings, Lead and terms, Diligence and Close. Its main button changes with the round: Run my raise, Draft today's follow-ups or Fix readiness first. If you want the wider picture of how founders run a raise as a pipeline, read our guide to fundraising pipeline management.
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.
Use cases
How startups use Fundraising CRM
Running a pre-seed with 40 angels and a few funds
Create one round with a target and a valuation cap if you're raising on SAFEs. Add each investor with a source, type and expected check size, and watch the progress bar fill as checks move to Committed. Totals roll up to USD, so an angel writing in euros still counts correctly.
Keeping a stealth round private
Set Shared Access on the round so only the founders and admins see it, while the rest of the team keeps seeing an earlier round. Private rounds are visible to the creator, the people you list and organization admins.
Clearing the follow-up backlog every morning
Raise HQ's Follow up today list holds what Beacon prepared. Approve and send, reject, draft your own, mark done or dismiss. Follow-ups that slip are also the kind of item the AI Chief of Staff briefing surfaces as a fundraising signal.
Sharing the deck and data room with the right investors
Link your deck and data room to the round under Materials, then check Who's reading for the last seven days of activity. Investors who opened the data room twice this week are the ones to call.
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 add them yourself with Add Investor.
- 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.
How AI helps with your fundraising CRM
Two AI features sit inside the CRM. On a deal's Details tab, AI Outreach Draft writes a tailored opener you can copy. On Raise HQ, Beacon drafts the day's follow-ups and reports back under Here's what Nautis did, with the line "Nothing is sent to investors without your approval."
That approval is the default across Nautis. Drafts always get a card in the Approval Center, and an owner or admin decides per capability whether anything may run without asking under Agent Autonomy. You can also copy a draft and send it from your own inbox.
Fundraising CRM vs a spreadsheet vs a dedicated investor CRM
A spreadsheet is fine for ten investors. The question is what you need once the raise has momentum, and whether you want the raise connected to the rest of the company.
| Need | Spreadsheet | Nautis Fundraising CRM | Dedicated investor CRM |
|---|---|---|---|
| Pipeline by stage | Manual columns and filters | Kanban board per round, custom stages | Yes, usually with more pipeline options |
| Committed vs soft-circled totals | Formulas you maintain | On Raise HQ, with progress toward target | Varies by product |
| Notes, meetings and files on the deal | Separate tools | Tabs on every deal, plus an activity log | Usually yes |
| Drafted follow-ups | No | Yes, held for your approval | Varies by product |
| Link to investor readiness, data rooms and cap table | No | Same workspace | Usually needs integrations |
| Depth for a full-time IR or fund team | Low | Built for founders running a raise | Usually deeper |
Plans and limits
- The Fundraising CRM must be enabled on your plan. Investor deals are limited on Launch, so check pricing before a large raise.
- Voyage and Fleet add the cap table and equity calculator, which help once term sheets arrive.
- Every plan starts with a 14-day trial with no card.
What Fundraising CRM doesn't do
- It doesn't email investors on its own by default. Drafts wait for approval unless an admin changes Agent Autonomy.
- It's not a legal tool. The closing checklist is labelled "guidance, not legal advice", so a lawyer still reviews terms.
- It isn't built for a venture fund tracking its own deal flow. That's a different job, covered in VC deal flow management software.
- A dedicated investor CRM may go deeper on reporting or bulk outreach if raising is someone's full-time job.
Fundraising CRM questions
What is a fundraising CRM?+
It's a pipeline for a raise. Each investor is a deal that moves through stages from first contact to committed or passed, with notes, meetings and files attached. It replaces the spreadsheet most founders start with once the investor list grows past a few dozen.
Do I need a fundraising CRM for a pre-seed round?+
If you're talking to more than about 20 investors, it usually pays off, because follow-ups are where raises stall. Below that, a spreadsheet works. Nautis also connects the raise to investor readiness and your data room, which a spreadsheet can't.
Can I track SAFEs and priced rounds in the same place?+
Yes. Each round has its own type, target and pre-money valuation, which can hold a valuation cap for SAFEs or convertible notes. Raise HQ's closing checklist adapts to your instrument.
Can I import investors from Find Investors?+
Yes. Open an investor's profile in Find Investors and click Add to Pipeline. The deal form pre-fills the name, type, check size, website, LinkedIn and description.
How is this different from the Leads CRM?+
The Leads CRM tracks customers and revenue. The Fundraising CRM tracks investors and capital, with rounds, targets, valuation and a closing checklist. They're separate pipelines in the same workspace.
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?+
Not by default. Beacon drafts follow-ups on Raise HQ, and nothing goes out until you click Approve & send or send a draft yourself. You can also copy a draft and send it from your own inbox. 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.