Track fund-level outreach: forms, research, replies, and contacts.
Funds
Enriching…
Prospecting
Apollo-style investor finder, lists, data confidence and outreach sequences.
Investor Finder
Find who to contact next. This uses your CRM data: region, thesis, tags, stage, role, email confidence and relationship score.
Quick Lists
Matched Investors
Import Center
Upload investor databases without overwriting existing funds.
CSV
Drop a CSV file here
OpenVC fund exports and Helm decision maker contact CSVs are supported.
Fund
Type / Countries
Check / Stage
Thesis
Fit
Status
Follow-ups
Investor Replies
Fund replies from Gmail, matched to CRM contacts and ready for next action.
Email Templates
Dashboard
🎯 Fundraising OS
Close the round, not just manage contacts.
📦 Archive
Settings
Telegram Notifications
💤Not configured
Setup in 2 min:
1. Telegram → @BotFather → /newbot → скопируй Bot Token
2. Напиши своему боту, затем открой: https://api.telegram.org/botTOKEN/getUpdates
3. Найди "chat":{"id": — это твой Chat ID
📋 Notification Log
No notifications yet
🎯 Fundraising Round
Set the current round target used by the Home Command Center.
✉ Email Integration
Connect Gmail securely to compose and send personalized investor outreach from contact cards.
Checking Gmail connection…
Replies are matched by sender email and logged on the contact timeline. If sync asks for permission, reconnect Gmail once.
🎯 Fundraising OS Release 6
New safe data model: rounds, opportunities, events, tasks, milestones and re-engagement triggers. Existing contacts/funds are preserved.
📎 Outreach Defaults
Choose the default material shown in the email composer when sending investor follow-ups.
🔎 Enrichment APIs
AI Add Person uses secure server-side keys from .env, not browser localStorage. Add these locally and in Netlify environment variables for production.
APOLLO_API_KEY — person/company enrichment by LinkedIn, name, company
HUNTER_API_KEY — email finder and verifier
ANTHROPIC_API_KEY — final investor intelligence synthesis
Free plans are enough to test. Missing keys are skipped gracefully.
🤖 Claude AI Integration
Used for "AI Analyze" button on investor contacts. Get your key at console.anthropic.com
CRM will try fallback models automatically if this model is unavailable.
⚠️ Key is stored only in your browser (localStorage). Never sent to any third party except Anthropic.
🌱 Seed Demo Data
Inserts 11 funds and 11 investor contacts into the database.
📅 Pipeline Automation
Auto-fill missing follow-up dates so the Do Today block on Home stays populated.
Sets follow_up_date = last_contact + 7d for all "Contacted" contacts missing a date (uses today if last_contact is also empty).
📤 Export
⚠️ Danger Zone
🤖 AI Add Person
Fast mode: paste visible LinkedIn text or fill name/company and click Quick Fill. Use Deep Enrich only when Claude/Apollo/Hunter keys are configured; screenshot reading requires Claude key.
No screenshot
Add Contact
Use this for LinkedIn/profile intake. Fund can be unknown.
🧬 Investor DNA Profiling & Intelligence
Investor Type
Interest Categories
Investment Behavior
Reacted Positively To
Relationship Strength
0
No contact
Rejection Reasons (detailed)
Narrative Fit (0–10)
🤖 AI narrative5
🏗 Infra narrative5
📺 Media/DOOH narrative5
🏪 Franchise narrative5
📊 Profitability narrative5
Recent Activity
Personalized Investor Email
No attachment
PDF/PPTX recommended. Keep under 8 MB.
Pre-send checklist
🤖 AI EDITOR
AI edits the draft only. You review it before sending.
Review the recipient and message carefully. CRM logs the activity only after Gmail confirms delivery.