Introducing Fundraising CRM by Relate
It's a place to track ongoing conversations, term sheets/investment deals, schedule meetings, and securely share decks with potential investors.
At Relate, we’ve raised a few rounds of investment — totaling in about $2.6m to date. We raised from great investors such as Y Combinator, Translink, Bass Investment, and angels such as John S. Kim, founder of Sendbird, Nate Matherson, founder of Positional, and Sungmoon Cho, founder of Chartmetric.com.
But the process was never easy. During our fundraising process, we talked to hundreds of VCs, angel investors, and government officials for funding. At one point we’d talk to 1-20 different institutions at the same time. This was tough to navigate — we couldn’t easily figure out who (which founder) was talking to whom and at what terms.
So we built a free product that helps founders navigate fundraising. Introducing Fundraising CRM by Relate. It's a place to track ongoing conversations, term sheets/investment deals, schedule meetings, and securely share decks with potential investors.
It’s completely free to get started — sign up for an account today.
It works just like a Sales CRM accept that it’s tweaked to fit the fundraising use case. Here are key features and use cases for managing fundraising with Relate.
- Track investment deals
- Book meetings
- Share pitch decks and track opens
- Send and receive emails and sync history
- Keep a record of potential investors
- Send investor updates via email
Track investment deals.
When you are actively raising, you want to fill your investment deal pipeline with as many leads as possible and track each lead status tightly.
Relate’s fundraising process allows you to customize each stage and effortlessly create cards to track deals.
Book meetings.
Any investment starts with a meeting. Find a time that works for both you and the investor to chat, and share meeting calendars through a customizable link.
Share pitch decks and track opens.
Investors often share your pitch deck with interested parties—other potential investors, their startup portfolio companies, etc. In most cases, this is a good thing: you get free exposure.
But sometimes you want to control the deal narrative and sharing decks might not help. Or, you may be uncomfortable sharing confidential information that investors may share with the deck.
Relate’s Documents feature lets you control which decks are being sent and shared. With the new Fundraising CRM, you can leverage this feature to control your fundraising narrative and share confidential information with potential investors without the risk of exposure.
Send and receive emails and sync history
Email remains the primary communication channel for investor relations and fundraising. Relate integrates with Google Mail, Outlook, and others, and automatically syncs your email.
Send and receive emails from investors, track, collaborate, and connect them to leads for fundraising all in one place.
Keep track of potential investors.
Keep track of potential and existing investors for future rounds. Relate automatically syncs all your email history, document files, tasks, and notes for full context.
Simply add investor contact information to the workspace as a record and create fundraising process for each round.
Coming soon: Send investor updates via bulk email
Keeping your investors informed is crucial for building a healthy, long-term relationship. Soon (ETA September), you can send updates directly from your Relate workspace.
Relate is free to get started
Relate is a CRM product used for fundraising, sales, customer success, partnerships, and/or vendor management. This means we won’t charge for the fundraising use case alone. Our free plan will give you access to all fundraising features.
How to get started
Sign up for a free Relate account, invite your co-founders, and start the fundraising process.
