Best CRMs for Founders Raising Capital (2024)

In the world of startups, the importance of a fundraising CRM cannot be overstated. 

While fundraising, you need to find investor contact information, manage your pipeline, and prepare to respond to investor emails quickly. This requires an organized process for following up and tracking deal flow. 

A poor process will result in less capital raised and missed opportunities, while a great process leads to more investor meetings, more capital raised, and an organized database of investors for current and future fundraising efforts. 

Having all of your investor conversations organized under one dashboard becomes even more valuable when raising from venture capitalists and private equity firms.

What Are the Best Fundraising CRMs?

Now, let’s run through the best CRMs for raising. Starting from the top…

1. LeadLoft 

LeadLoft boasts every feature a startup founder needs to not only manage an investor pipeline but also to create one. 

Find Investors with LeadLoft’s Investor Database 

LeadLoft offers an investor database of more than 100,000 individual investors, including angels, venture capitalists, family offices, and private equity firms. Investors can be saved and added to your CRM for outreach and tracking.

LeadLoft’s email parsing technology finds and verifies investor email addresses, updating the contact in the CRM for email outreach.

Book Investor Meeting with Email & LinkedIn Integration 

With native Outlook and Gmail integrations, you can sync your email with LeadLoft for email outreach and conversation tracking. 

You can even sync with LinkedIn via cloud connection allowing you to automate Linkedin outreach even when you’re away from your computer. 

Track & Convert Investors with LeadLoft’s CRM

Lastly, LeadLoft offers an extremely simple kanban like CRM that you can just drag to update your investor deal. And of course if you open it up you can get an overview of all your communication with that investor, making staying up today on the conversation super easy..

Website: leadloft.com
Pricing: $5/mo - $99/mo

Pros:

• Extensive investor database
• Email automation & sync
• LinkedIn automation
• Easy to use

Cons:

• Limited customization options
• Enterprise features can get expensive

2. Foundersuite 

Foundersuite offers tools for managing investor relationships, tracking communications, and organizing fundraising campaigns. It provides a centralized database for investor contacts and integrates with email for seamless communication.

If you're interested, you can lean more in our Foundersuite review here.

Website: foundersuite.com
Pricing: $69/mo - $99/mo

Pros:

• Comprehensive investor database
• Investor updates feature
• Intuitive interface

Cons:

• No outreach automation features
• No LinkedIn connectivity

3. Visible VC 

Visible VC is designed for investor relations, allowing startups to share updates and metrics with their investors. It integrates with various data sources to provide a comprehensive view of your startup’s performance.

Website: visible.vc
Pricing: $99/mo - $179/mo

Pros:

• Extensive investor database
• Investor management features
• User-friendly interface

Cons:

• Limited CRM functionalities
• Higher pricing for advanced features
• May require additional tools for complete fundraising management

4. Capsule 

Capsule CRM is a simple yet powerful tool for managing contacts, tracking sales, and organizing communications. While not exclusively for fundraising, its customizable features make it a valuable option for startups looking to manage investor relationships.

Website: capsulecrm.com
Pricing: $9/mo - $72/mo

Pros:

• Simple and intuitive interface
• Customizable features
• Affordable pricing

Cons:

• Not specialized for fundraising
• Limited advanced functionalities
• May require additional tools for complete fundraising management

5. Affinity 

Affinity uses machine learning to help manage and analyze your relationships. It provides insights into your network, tracks interactions, and helps prioritize outreach efforts, making it a powerful tool for fundraising.

Website: affinity.co
Pricing: Custom Quote Required

Pros:

• Network sync features
• Prioritizes outreach efforts

Cons:

• Custom pricing can be unclear
• May be overkill for small startups
• No outreach features

Wrapping Up

When it comes down to it, most startup founders and their employees rely on investors to keep the company going. 

So when it’s time to fundraise, sign up for a CRM and get organized, because following up with "that one investor" may literally be life or death for your startup. 

If you’d like help setting up your fundraising CRM, sign up for LeadLoft, and we’ll reach out to help onboard you so you can kick off your raise right!