Join Foundersuite

Create your Foundersuite account today. It's fast, free, and easy!

We are THRILLED to announce our biggest product release ever…introducing: Investor CRM 2.0

As many of you know, we released our first version of Investor CRM around 2 years ago, and it has been our most popular product. Here’s what it looked like:

Our MVP - Investor CRM 1.0 Our MVP - Investor CRM 1.0

While many users loved it, we knew we could do better. We were first to market with a dedicated investor CRM, and we knew we had a unique opportunity to build the ultimate tool to help founders efficiently run their fundraise process.

The Process

We started with a fresh slate. I hired Jason Zhang as head of product, and he and designer Magda Piechota set out researching users’ needs and studying various CRM designs.

We settled on the "Kanban Board" as an intuitive, easy-to-use approach for visualizing your investor pipeline...a tool to track where each investor is in your fundraising process, and what you need to do next to move them toward a close.

Over the next seven months, our crackerjack team of engineers— Mikolaj, Konrad, Pawel, and Ania— jammed on the codebase while Magda tweaked UI designs and Jason diligently held back my “feature creep” by pruning all non-critical bells and whistles.

The Result: Investor CRM 2.0

This is what it looks like:


With Investor CRM 2.0, you can:

+Search for investors based on industry keywords (powered by AngelList)

+Research each investor by clicking on their Twitter, Facebook, blog, etc icons to determine if they’re a good fit (and you can also see if you have any 1st or 2nd degree connections by clicking their LinkedIn icon)

+With one click, add them to your Investor board.

Once you've built a list of target investors on the Investor Board, you can:

+Move each investor across the board to different stages (Contacted / Pitched / Closed etc.)  (PRO TIP: think of your fundraising as a sales process!)

+Add data around each investor such as priority, previous investments, and type (VC, angel, etc).

+Assign probability percentages; for example if an investor says, "i'm in for $200k if you find a lead" you can mark her as 50% and this will be added to the "Potential Commitments" total.

+Add tasks, to-dos and activities and assign them to others on your team.

In short, we designed Investor CRM 2.0 to help you rock your fundraise.

What’s Next?

We have a robust roadmap for making Investor CRM more useful and powerful for you. A few of the items on the roadmap include:

+Email integration / synching with Gmail

+A lightweight “data room” where you can host the latest copies of your pitch deck, model, etc.

+A robust, proprietary database of over 20,000 investors, including later-stage VCs and international investors. We will also be adding contact information down the road.

What features would you like to see? Please email us.


Thanks to our engineering and product team for jamming hard. It was a beautiful thing to see a team gel and really get in a groove. Thanks to our investors for their patience as we “re-invent” the product suite, caterpillar-to-butterfly style. And most importantly, huge thanks to YOU our wonderful users for their excellent feedback and support! We love you! :)

PS -- look for us on today (you may need to scroll to the bottom :)

Nathan Beckord

Topics: AngelList, Finding Investors, Startup fundraising, venture capital, fundraising, Investor CRM, Raising Capital

Nathan Beckord

Written by Nathan Beckord

Nathan Beckord is Founder and CEO of, a venture-backed startup that makes the leading CRM for raising capital. Previously, Nathan ran VentureArchetypes and served as advisor or interim CFO at dozens of startups, including Kickstarter, Clicker, Autonet, Zerply, and many more. Nathan has an MBA and CFA and is a fanatical sailor.

Continue Reading...