Occasionally we release TOOLS that have helped our startup founders raise capital, develop stories, or win clients. Our tools aim to provide our agency's proprietary frameworks at an accessible price point.
Fundraising CRM
$
45.00
Your fundraising command center — an Airtable-based CRM built to help you manage your investor funnel like a pro. This tool turns best practices into repeatable, scalable workflows.
What’s Inside:
What’s Inside:
- Firm Funnel Tracker: Manage top-of-funnel outreach by stage, thesis, and more.
- Investor Research & Tracking: Keep tabs on key individuals via targeted research.
- Meeting Log: Record meeting notes, next steps, and streamline personalized follow-ups.
- To-Do List: Stay on top of outreach, research, and admin tasks.
- Question & Story Tracker: Organize investor questions to prep for your next meeting.
Get in touch
With our team