Turn outreach into a repeatable funnel — not scattered spreadsheets.
Capture investor / buyer / partner leads from CSV and extensions, segment by objective, generate personalized Email + LinkedIn messages using your deck + their profile, run follow-ups, track outcomes, and ship weekly KPI reports to leadership.
AI drafts + queue-based follow-ups keep momentum week-to-week.
Personalization uses your story + lead profile (no generic spam).
Stages, history, next action, outcomes — always visible.
Choose your role — the workflow and outcomes change, but the system stays consistent.
Most CRMs store contacts. This one runs the process: lead capture → objective segmentation → AI messaging → follow-ups → outcomes → weekly reporting.
Capture leads (fast)
Upload CSV/XML or capture directly from LinkedIn/Apollo-style sources using extensions and enrichment APIs.
Run objective-based funnels
Create multiple objectives per client (raise round, strategic partners, M&A buyers). Stages + rules + ownership stay consistent.
Execute daily, report weekly
Queue-based follow-ups for preparers, reviewer approval when needed, and weekly management KPIs to improve conversion.
Built for teams: founders and advisors can separate drafting vs approval, keep compliance and message quality high, and never lose context.
Process map (click steps)
Everything ties back to the objective: it’s how you measure success.
Founders need speed. Advisors need clarity across multiple clients. Leadership needs measurable KPIs. These views are designed for each level.
Your goal is not “send more emails”. Your goal is to improve conversion at each stage — and the CRM helps you do that with visibility and consistent follow-up execution.
Objective funnel (example)
Customize stages per objective (Fundraise / M&A / Partnerships).
Performance over time (example)
See if follow-ups + narrative improvements increase replies and meetings.
KPI table (recommended targets)
Use these ranges as guardrails (varies by geography, segment, and stage).
| Metric | What it tells you | Healthy range | How the CRM improves it |
|---|---|---|---|
| Reply rate | Targeting + personalization quality | 10–25% | Segmenting + AI drafts grounded in deck + lead profile |
| Meeting rate | Whether your “ask + next step” is clear | 2–8% | Reviewer workflow improves clarity, removes fluff, keeps CTA consistent |
| Follow-up cadence | Execution discipline | 2–5 business days | Queue view (Today/Overdue) + next follow-up date as the OS |
| Stage velocity | Where deals get stuck | Improves monthly | Outcome tracking + bottleneck highlights + weekly management report |
You can import lists, capture from lead sources, enrich contacts, and send emails while logging history automatically. (Replace or expand integrations as you ship more connectors.)
CSV/XML import + browser extension capture from LinkedIn/Apollo-like sources to create leads fast.
Send/draft via Gmail integration and automatically record outreach in the CRM per lead.
Connect enrichment providers (email discovery, firm data, role) to increase deliverability and personalization.
Data handling
Role-based access for preparer/reviewer. Keep notes, deck links, and outcomes controlled by ownership.
AI with context
AI drafts pull from your company story, deck highlights, and lead profile so messages feel real.
Audit-friendly
Every touch is logged: what was sent, when, and why — so teams can review, improve, and scale.
Swap placeholders with real logos and short, believable testimonials (best conversion).
Add real logos when you’re ready.
“We finally had one system: targets → drafts → follow-ups → outcomes. No more fundraising chaos.”
“The reviewer flow kept messaging tight across multiple clients. It scaled our outreach team.”
“Weekly KPIs made leadership conversations easy — we knew exactly what to fix each week.”
FAQ
Clear answers that remove buying friction for founders and advisors.
- Founders run fundraising or partnerships with daily queue execution
- Consultants manage multiple clients with preparer/reviewer controls
- Virtual CFOs track pipeline + KPIs for leadership reporting
- Investors can be given view-only visibility (optional)
- Upload CSV/XML lists (funds, partners, buyers, strategics)
- Capture lead profiles via extensions and enrich via APIs
- Normalize fields into a consistent pipeline view
- Your deck / company inputs (traction, narrative, ask, next step)
- Lead profile / firm focus (thesis fit, role, relevant references)
- Your objective type (raise round, M&A, partnerships)
- Generate a draft → reviewer approves (optional) → send via Gmail
- Message is recorded to CRM history
- Next follow-up date becomes the next action automatically
- Import targets and define funnel stages per objective
- Set preparer/reviewer responsibilities
- Refine templates for your best-performing segments
Want a guided demo with your real objective?
Share your pitch deck (or a short company brief) + your target segments. We’ll show capture → objective funnel → AI drafts → follow-ups → weekly KPI output.