Fundraising workflow
Investor CRM & pipelineStages, check sizes, conversation history
✓Built in
✕Not offered
Warm-intro pathsMap advisors and existing investors to funds
✓Built in
✕Not offered
Pitch deck analyticsPer-slide dwell, viewer-level tracking
✓Per-slide heatmap
✕Not offered
Investor updatesComposed, sent from your own domain
✓Built in
✕Not offered
Forecast / financial modelDrivers-driven, benchmarked
✓Built in
✕Not offered
Meeting bookingsInvestor scheduling with prep briefs
✓Built in
✕Not offered
AI assistantActs across your data, Claude via MCP
✓Built in
✕Limited
The data room
Investor data roomShare diligence materials with investors
✓Built in
✓Fundraising add-on
Live-linked materialsDeck, cap table, forecast auto-update in the room
✓Always current
✕Manual re-upload
Per-investor scoped roomsDifferent contents, different lifespans
✓Built in
✕Limited
Per-file activity logWho opened what, for how long
✓Per viewer
✓Available
Mix files & external linksLoom, Linear, Docs, tracked uniformly
✓Built in
✕Files only
Email gate & expirationsOne-time code, auto-revoke access
✓Built in
✓Available
Equity & back office
Cap table & SAFEsShareholders, options, convertibles
✓Founder-grade
✓Category standard
Pro-forma round modelingPre/post, dilution scenarios
✓Built in
✓Available
409A valuationsCompliance-grade, audit-ready
✕Not offeredSeries A+
✓Built in
Fund administrationFor funds, not founders
✕Not offeredSeries A+
✓Built in
Equity admin at scaleRSUs, option exercises, 83(b), filings
✕BasicSeries A+
✓Built in
Secondary transactions & liquidityTender offers, secondaries
✕Not offeredSeries A+
✓Built in
Pricing & onboarding
Pricing modelWhat you actually pay
✓Flat $99/mo, unlimited seats
Scales with stakeholders
OnboardingSetup & time to first value
✓Guided onboarding
Often requires lawyers