Capital Raising
CRM Mastery
Stop losing investors in spreadsheets and scattered inboxes. Raises.com CRM brings clarity to your deal flow so you can move fast and close before opportunities go cold.
CRMUnified Inbox
Every email, call, text, and LinkedIn message in one place. Auto-tagged by department so nothing slips through the cracks. Mark conversations done, search instantly, and stay on top of your deal flow.
Every investor touchpoint.
One screen. Zero excuses.
Emails, LinkedIn DMs, calls, SMS, webinar registrations, AI call transcripts—all in a single unified inbox. The AI already knows each contact's full background, deal history, and company profile so every conversation converts faster.
Raising capital right now? This CRM was built by M&A professionals who understand that speed kills indecision. Every feature exists to get you from "first touch" to "wire received" faster.
Unified inbox: Email, LinkedIn, Calls & SMS
Stop flipping between 6 tabs. Every email reply, LinkedIn DM, missed call, voicemail, and SMS lives in one chronological feed—tagged Sales or Support. You see who replied, who ghosted, and who's ready to wire.
Search all of LinkedIn. Enrich instantly.
Query LinkedIn's entire database—900M+ profiles. Filter by title, location, industry. Then one-click enrich to pull verified emails, phone numbers, and company data. Find 500 family office CIOs in 3 minutes.
AI knows their whole background
Before you call, the AI has already pulled their LinkedIn bio, company size, investment history, and recent activity. Use that context to personalize at scale—automated messages that feel hand-written.
AI caller + full transcripts
Deploy AI voice agents that qualify leads, book meetings, and follow up 24/7. Every call is transcribed and summarized by AI—your team only talks to warm, interested investors.
Webinars that fill your pipeline
Host live or evergreen investor webinars with built-in registration, SMS/email reminders, and replay. Attendees auto-enroll into your CRM sequences—from viewer to booked call in one click.
Hi, I reviewed the fund materials and I'm very interested. Could we discuss the LP terms this week?
Absolutely! I have availability Thursday at 2pm EST. I'll send over the subscription docs as well.
"Hi Marcus, I'm calling from Meridian Capital. We noticed your interest in alternative investments—we have a $15M multifamily fund with 18% net IRR..."
"That's interesting. Can your team send me the PPM? I'd like to review before we schedule a deeper dive."
✨ AI booked meeting: Thu 2:00 PM EST · PPM sent automatically
See Raises CRM in action
Watch how capital raising teams use our CRM to manage investors, automate outreach, and close deals faster.
Manage Investors
Email, calls, and SMS are logged automatically into one easy-to-use CRM—so your team always has full context.
Work Deals
Stay on top of every opportunity with pipeline tools, automation, and smart reminders to move deals forward.
Win More
Get insights and AI-powered guidance to close smarter. Know what to do next with less guesswork.
Never miss a detail
from any conversation
AI Call Transcripts
✨ AI Summary
Sarah confirmed interest in the $15M Series A fund. Requested updated term sheet and data room access. Follow-up scheduled for Thursday. Key concern: management fee structure.
Hi Sarah, thanks for taking the time today. I wanted to follow up on the fund materials we sent over.
Thanks for reaching out. I reviewed the PPM and the strategy looks compelling. We're particularly interested in the multifamily angle.
Great to hear. The fund targets value-add multifamily in secondary markets — 15-18% net IRR based on our track record.
What's the management fee structure? That's usually our biggest consideration for emerging managers.
We're at 1.5% on committed capital with a step-down after the investment period. Happy to walk through the waterfall in detail.
That's reasonable. Can you send over the updated term sheet? I'd like to share it with our IC before Thursday.
Lead Detail View
Sarah Chen
Managing Partner · Atlas Ventures
Qualification
Recent Activity
12m 34s · AI summary generated
RE: Series A Term Sheet — Updated Docs
Follow up on $15M fund opportunity
IC Presentation · Thu 2:00 PM EST
PPM_v3_Final.pdf · Data Room
Automate LinkedIn outreach
at scale
Connect multiple LinkedIn accounts, automate InMail and connection requests, and track every reply in your CRM. Turn LinkedIn from a time sink into a capital-raising machine.
- Multi-account LinkedIn management
- Automated InMail & connection campaigns
- Reply detection & auto-CRM logging
- Sales Navigator integration
Hi, I reviewed the fund materials and I'm very interested. Could we discuss the LP terms this week?
Absolutely! I have availability Thursday at 2pm EST. I'll send over the subscription docs as well.
DMs Sent
347
+12% vs last month
Calls Booked
28
+23% vs last month
Cash Collected
$142K
+8% vs last month
Track every metric
that moves the needle
Real-time dashboards show your outreach funnel, cash collected, conversion rates, and team performance. Daily KPI reports delivered via SMS at 8 AM so you always know where you stand.
- Sales funnel from DM → Close
- Daily SMS reports at 8 AM EST
- Team performance leaderboards
- AI-generated bottleneck analysis
Host investor webinars
that convert
Run live and automated webinars to educate and convert prospects. Built-in registration, reminders, replays, and automatic lead capture—all inside your CRM.
- Built-in registration & landing pages
- Automated email & SMS reminders
- Live + evergreen replay modes
- Auto-enroll attendees into campaigns
How to Raise Your First $10M Fund
LP Due Diligence Masterclass
Quarterly LP Update — Fund II
94%
18.2%
22%
$1.2M
Top Performers
Data-driven decisions
that close more capital
Deep analytics across every channel—LinkedIn, email, calls, and ads. See who's performing, where leads drop off, and what's actually generating commitments.
- Cross-channel performance analytics
- Team leaderboards & accountability
- Conversion funnel optimization
- Revenue attribution by source
AI makes the first call
so you don't have to
Deploy AI-powered voice agents to qualify leads, book meetings, and follow up—24/7. Natural-sounding conversations with real-time booking confirmation. Your team only talks to qualified, interested investors.
- Natural AI voice with <2s response time
- Auto-book meetings on your calendar
- Custom scripts per campaign
- Full transcript + AI summary for every call
150
Total
87
Answered
23
Booked
26%
Rate
AI-powered tools that
keep you dialed-in
AI Notetaker
Transcribes and summarizes every call and meeting—no extra tools needed.
AI Enrich
Automatically enrich investor profiles with firmographic and contact data.
AI Summaries
Get instant summaries of deal activity, investor sentiment, and next steps.
AI Email Writer
Draft personalized investor emails and follow-ups in seconds with AI assistance.
Choose your plan
One-time investment. No monthly subscriptions. Lifetime access to the CRM built for capital raisers.
One-time · or as low as $149/mo
- Unified inbox (Email, LinkedIn, SMS, Calls)
- AI lead scoring & enrichment
- AI voice calling campaigns
- LinkedIn automation (multi-account)
- Webinar hosting & registration
- Business KPI dashboards
- Call transcription & AI summaries
- Mass email & SMS campaigns
- Support tracker & client health
- Data room & document management
One-time · or as low as $278/mo via Klarna
- Everything in CRM, plus:
- Your own branded domain & platform
- Co-branded or fully white-labeled CRM
- Manage your own clients & users
- We handle fulfillment & support
- Built-in legal, accounting & tech support
- API credit system with monthly renewal
- Revenue share on every deal you close
- No real estate or large team required
- Full training, systems & launch support
Financing available via Klarna & Afterpay. Book a call to discuss which plan is right for you.
Become an Authorized Reseller
Make your first (or next) $10k day — it's a Business in a Box designed for people who want to run a main or side business without needing a legal team, accountants, or a fulfillment team.
You just do the marketing. We'll do the fulfillment. Launch and grow your business in days — not years.
Everything You Need to Run a Business
- Use our platform to fulfill simple, high-value transactions (capital raises, deal rooms, financial services)
- We handle the backend and fulfillment—you just focus on client acquisition
- Leverage our lawyers, accountants, tech, and support staff through built-in admin tools or use your own
Ultra-Low Barrier to Entry
Unlike traditional licenses that cost $500K–$1M+ to set up, this system:
- Has low setup costs
- Requires no real estate (though we can help you go brick-and-mortar)
- Offers financing options to get started
- Comes with full training, systems, and support
Licensor-Fueled Power with Licensee Freedom
- Get a cloned version of our full web app under your own branded domain
- Control your own users, clients, and local ops—but the core engine comes from us
- We maintain global control, push updates, and provide ongoing support
Our Global Network
Join 2,000+ deal-makers across 14 countries. Connect with founders and investors in a network built for success.
See Your Co-Branded or White-Labeled Platform in Action
Get a personalized demo of your branded CRM experience.
Built from the ground up
for raisers, by raisers, to close deals.
Raises.com CRM is purpose-built for capital raising teams who need to move fast. Every feature helps you close deals, not fill out forms.
Ready to close more deals?
Book a demo and see how Raises.com CRM can transform your capital raising operation.
