Startup Fundraising CRM for Founders Running a Real Process
Stop tracking your raise in a spreadsheet with a column called "vibes." Run 30 investor conversations through a real pipeline - target, intro requested, first meeting, partner meeting, due diligence, term sheet - without dropping follow-ups or forgetting who asked for the data room.
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You have 35 investor conversations in different stages and you genuinely cannot remember who has seen the data room and who is still waiting on an intro
The partner who said "send me the customer references" is still waiting nine days later because it lives in a Slack message you scrolled past
You have no idea which investors are actually engaged and which are ghosting politely - reply speed and meeting cadence tell you, but you are not tracking it
Template preview
Startup Fundraising
Track your seed or Series A fundraise from first intro to term sheet. Built for founders running 20-50 investor conversations in parallel.
+2 more stages
RadiusOS gives founders a fundraising pipeline with the stages that match how rounds actually close: Target, Intro Requested, First Meeting, Partner Meeting, Due Diligence, Term Sheet, Closed, Passed. Every investor card tracks Fund Name, Check Size, Stage Focus, Warm Intro Source, Data Room Status, and Lead/Follow. AI scores every conversation based on reply speed, meeting cadence, and engagement signals so you know which partners are real and which are passing politely. Follow-up tasks fire automatically so the deck never sits in drafts and the data room request never gets buried.
Pipeline stages (8)
Vocabulary
Included modules
Custom fields (6)
Fund Name
text
Check Size
currency
Stage Focus
text
Warm Intro Source
text
Data Room Status
text
Lead / Follow
text
Terminology
How this pipeline works
Target
Investors on your list. You are researching fit, checking portfolio conflicts, and finding warm intro paths. A long stay here means you have not yet found the connector - move on or ask differently.
Intro Requested
You have asked a mutual connection to make the intro. The ball is in someone else's court. RadiusOS tracks the Warm Intro Source so you can thank them later and gauge which connectors actually deliver.
First Meeting
You had the initial pitch. Now you need a fast, sharp follow-up with the deck or data room link and clear next steps. Deals that do not get a follow-up within 24 hours close at half the rate.
Partner Meeting
They brought you in to meet the broader team. This is where real diligence starts and partners start forming opinions. Track what each partner asked about - their questions are the diligence memo.
Due Diligence
They are in your data room, running customer references, and pressure-testing the numbers. Responsiveness matters more here than at any other stage. AI scoring flags investors who go quiet so you can re-engage before the deal dies silently.
Term Sheet
You have paper. Now you are negotiating terms, coordinating with counsel, and managing multiple term sheets in parallel if you are running a real process. Keep every conversation moving forward without burning relationships with the funds you pass on.
Closed
Wire hit. Send the thank-you, add them to the investor update list, and start the quarterly cadence. Your investors are now a network asset - most founders neglect them until the next raise.
Passed
They said no. Log the reason if you got one. Passed investors are the data for your next round - track which funds pass for market reasons versus team reasons versus timing so you do not re-approach the wrong ones in 18 months.
Frequently asked questions
How do I manage 30+ investor conversations during a fundraise?
Treat your fundraise like a sales process. Move every investor through stages, track what each one asked for, and fire follow-up tasks so nothing drops. RadiusOS gives you a pre-built Fundraising Pipeline with all the stages and fields founders actually need - fund name, check size, data room status, lead or follow - so you are not building it from scratch in a Google Sheet.
What should I track on each investor record during a raise?
At minimum: fund name, check size, stage focus (pre-seed vs. seed vs. A), warm intro source, data room status, and whether they are leading or following. RadiusOS includes all of these as pre-built fields on the Fundraising template so you can focus on the pitch, not on schema design.
How does AI deal scoring help with fundraising?
Investors pass politely far more often than they pass explicitly. RadiusOS scores every conversation based on reply speed, meeting frequency, and engagement patterns. A score of 85 with fast replies and a data room request means this one is real. A score of 30 with a two-week gap means they are moving on. Stop spending your limited founder energy on the wrong conversations.
Is RadiusOS confidential enough for sensitive fundraising data?
RadiusOS is built on modern encrypted infrastructure, and your data is not shared across workspaces. That said, for highly confidential diligence materials - cap tables, detailed financials - most founders still use a dedicated data room (DocSend, Dropbox Paper) and link to it from the investor record. RadiusOS tracks the conversation and status; the data room holds the documents.
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