Docs/Investor CRM

Investor pipeline & CRM

A Kanban pipeline that moves investors from first contact to close — and updates itself when they open your deck.

The pipeline is your fundraising CRM: a Kanban board where each investor is a card you drag across stages. It’s free on every plan, because keeping track of every conversation is the part of fundraising founders most often drop.

The stages

Investors move through six stages:

  1. 1Contacted — you’ve reached out.
  2. 2Viewed — they’ve opened your deck.
  3. 3Meeting — a call or meeting is set.
  4. 4Diligence — they’re digging into the data room.
  5. 5Closed — won — they’re in.
  6. 6Closed — lost — a pass (keep them for next time).

Board and list views

Toggle between Board (the Kanban, best for moving people through stages) and List (a sortable table — sort by stage, check size, last seen, or follow-up date) at the top of the page. The list is the fastest way to scan a large pipeline; click any row to open that investor’s profile.

Adding investors

Add an investor with their name, firm, email, stage, and notes. Click any card for a quick-edit panel, or open the full investor profile for the complete record.

The investor profile

Each investor has a profile page (open it from a card’s “Full profile” link or a list row) with three things: an engagement summary (deck opens, total time, last seen, updates opened, questions asked), the full CRM record — firm, title, LinkedIn, website, check size, round, source, who introduced them, tags, next step, and notes — and a chronological activity timeline.

One timeline for every signal
The activity timeline fuses everything Raiz’d already tracks for that investor — every deck open (with slides viewed and time spent), every investor update you sent and whether they opened it, and every question they asked in a data room — into one time-ordered feed. Matching is by the email on their CRM record.

Automatic stage advancement

It updates itself
When an investor in the contacted stage opens one of your deck links, Raiz’d automatically advances them to viewed. The board reflects reality without you touching it.

Tying it to your deck

For the automation above to fire, the open has to be attributable to that investor. Use a unique link per investor or the email gate so opens land on the right card.

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