One Platform for the Entire Fundraising Journey
CapLink is fundraising software for startups and the investors and advisors who work with them. Research investors, run the pipeline, share the deck and diligence documents, answer investor questions, report to shareholders and keep the cap table current, all from one workspace.
Every module works on the same investor record, so the work you do preparing a round is still there when the next one starts.
| Investor | Ticket Size |
|---|---|
Sequoia Capital | $5M - $50M |
Andreessen Horowitz | $10M - $100M |
Index Ventures | $5M - $30M |
Accel Partners | $1M - $50M |
Lightspeed Venture | $2M - $25M |
Access 10,000+ verified investor profiles
What Running a Round Actually Involves
A financing round is not a single event. It is a sequence of activities that starts months before the first meeting and continues long after the money lands: building a qualified target list, working conversations through to a term sheet, surviving diligence, then reporting to the people who invested until the next round makes the cycle start again.
CapLink covers six areas of that journey. They are described below in the order a first round usually follows, although in practice they overlap: diligence documents get prepared while outreach is still running, and investor reporting begins the day after the round closes. If you are looking for guidance on the process itself rather than the software, the fundraising hub covers stages, investor expectations and preparation in depth.
Investor Database
Research funds and angels by stage, sector, geography and ticket size, then build a target list for the round.
02Fundraising CRM
Move every investor through defined pipeline stages, log calls and notes, and keep the team on the same set of next steps.
03Pitch Deck Manager
Share the current deck version under controlled access and see which investors actually read it.
04Data Room and Q&A
Run due diligence in a permissioned document space with investor questions tracked to an answer.
05Investor Relations
Send structured updates to existing shareholders and keep reporting consistent between rounds.
06Cap Table
Record shareholders, instruments and rounds, and model what a new financing does to ownership.
Fundraising Is a Cycle, Not a One-Off Project
Preparation, raising, managing investors and analysing performance feed into the next round. The platform is organised around that loop rather than around a single closing date.
Find the Right Investors for Your Fundraising Round
A round starts with a list. The CapLink investor database holds profiles of venture funds, corporate investors, family offices, angel networks and public funding bodies, with the attributes that decide whether a conversation is worth starting: investment stage, sector focus, geography, investor type and typical ticket size.
Search runs across names, focus areas and locations, and the filters combine, so you can narrow to seed-stage B2B software investors active in the DACH region without exporting anything to a spreadsheet. Each profile opens with the criteria that matter for qualification, along with reported portfolio activity where we have it.
Qualify before you write the first email
Every profile shows the stage range, focus areas, regions and investment types an investor works with. That is usually enough to decide whether a fund belongs on the list, which keeps outreach volume down and reply rates up.
Build target lists you can actually work with
Save investors as you research and group them for the round you are preparing. A saved list is not a dead end: investors move from the database into the CRM pipeline with their profile data attached, so nothing gets retyped.
See who invests alongside whom
The co-investor view shows funds that have appeared together in financing rounds. It is a practical way to extend a shortlist once one investor engages, and to understand which syndicates are realistic at your stage.
- Filters for stage, sector, region, country, investor type and investment type
- Full-text search across investor names, focus areas and locations
- Saved investors and favourites per fundraising process
- Direct hand-off from a profile into the CRM pipeline
| Investor | Ticket Size |
|---|---|
Sequoia Capital | $5M - $50M |
Andreessen Horowitz | $10M - $100M |
Index Ventures | $5M - $30M |
Accel Partners | $1M - $50M |
Lightspeed Venture | $2M - $25M |
Access 10,000+ verified investor profiles
Manage Your Entire Investor Pipeline in One Fundraising CRM
Most fundraising processes are tracked in a spreadsheet that only one person maintains, next to an inbox that nobody else can read. The CapLink CRM replaces both with a shared pipeline built around the way rounds actually run.
Every investor sits in a defined stage, from first contact through meetings, due diligence and term sheet. Contacts, notes, deadlines and communication history stay attached to the investor record, and the whole founding team works from the same view.
Know where every investor stands
Pipeline stages carry a fixed order, so the pipeline report reads the same for everyone. You can see how many investors sit in each stage, which conversations have gone quiet and where the round has real momentum.
Keep activities and next steps in one record
Notes, meeting outcomes, follow-up dates and to-dos live on the investor contact. Deadlines feed the calendar and reminders, which is the difference between a warm conversation continuing and an investor quietly dropping out.
Run outreach without leaving the pipeline
Outreach campaigns pull recipients from the pipeline and from saved investor lists, use templates with personalisation fields, and log what was sent against each contact. Replies and status changes stay in the same record as the original message.
Work as a team on one process
Pipeline data, contacts and interactions sync across the members of an organisation. A co-founder picking up a conversation sees the full history, not a forwarded email thread.
- Ordered pipeline stages with reporting per stage
- Contacts, notes, meetings, deadlines and to-dos on the investor record
- Template-based outreach with per-contact logging
- Shared visibility across the organisation and appointed advisors
Manage Your Pipeline with Precision
Purpose-built CRM for fundraising. Track every interaction, automate follow-ups, and move investors through your pipeline efficiently.
Automated reminders & follow-ups
Real-time engagement tracking
Pipeline performance metrics
Visual Pipeline Management
Powerful Features
Automated Follow-ups
Never miss a follow-up with intelligent reminders based on investor engagement
Timeline Tracking
Complete interaction history with notes, emails, and meeting outcomes
Deal Stage Automation
Automatically move contacts through pipeline stages based on activities
Team Collaboration
Sync stages and notes across team members for seamless coordination
Manage Your Pitch Deck and Track Investor Engagement
The deck is the document that circulates most and gets controlled least. In CapLink it is managed as a versioned asset with defined recipients, so you always know which file an investor has and whether they opened it.
Sharing happens through investor access rather than an attachment. That means access can be granted, limited or withdrawn, and the current version is the one that gets read.
One current version, one place
Upload a new version and the previous ones stay available for reference. Investors with access see what you intend them to see, which avoids the situation where three funds review three different sets of numbers.
Controlled access instead of forwarded files
Access is granted per investor and can carry watermarking with the recipient identity. Downloads can be restricted where you want the deck read but not passed on.
Engagement data you can act on
Session tracking shows who opened the deck, how long they spent and which parts held attention. An investor returning to the deck a third time is a signal worth a follow-up call; silence after a first open is a different conversation.
- Version management with access to earlier files
- Per-investor access with optional watermarking and download control
- Viewing sessions and file-level engagement analytics
- Engagement visible next to the investor record in the CRM
Secure Your Pitch Deck with AI-Powered Intelligence
Full control over your pitch materials with watermarking, access controls, and AI-powered consistency checking to ensure your deck is always investor-ready.
Pitch Deck Settings
AI-Powered Consistency CheckerPro
Automatically detect inconsistencies between pitch deck versions or compare against your company profile data.
Dynamic Watermarks
Automatically apply personalized watermarks with investor email to track document sharing
Granular User Rights
Control who can access your documents with investor-level permission management
Read-Only vs Download
Choose whether investors can only view or also download your pitch materials
Enable/Disable Documents
Instantly toggle document visibility without removing files from your dataroom
Manage Due Diligence with a Secure Data Room and Q&A
Due diligence is where a fundraising process gets slow. Investors ask for documents that live in different drives, questions arrive by email to different founders, and nobody has an overview of what has been answered.
The CapLink data room holds the documents in a folder structure you control, with access rights down to the individual folder and file. Alongside it, the Q&A module tracks every investor question through to a written answer.
Permissions that match the process
Access is granted per user and propagates through the folder tree. A lead investor deep in diligence can see the full structure while an early-stage conversation sees only the top-level documents. Appointed advisors inherit access from the party that hired them.
Documents stay where your company already works
Files can be uploaded directly or connected from an existing shared drive, so the data room does not force a second copy of every document into a new system.
Sensitive content can be redacted before it is shared
Keyword rules and manual redaction remove customer names, salaries or contract terms from a PDF before an investor opens it, with a founder review step before anything becomes visible.
Questions tracked to an answer
Each investor question carries a status of open, answered or closed, an owner and a thread with comments. Founders answer once, in one place, and every investor with access sees a consistent response rather than four slightly different email replies.
Engagement analytics per document
Views and downloads are recorded per file and per folder, including nested folders. You can see which investor is genuinely working through the material and which one opened the index and stopped.
- Folder and file level access rights with inheritance
- Watermarked previews, download control and a consent log
- Keyword-based and manual PDF redaction with founder review
- Investor Q&A with status, ownership and comment threads
- View and download analytics across the full folder tree
Share Documents, Track Engagement
Secure data room with pitch deck sharing, engagement analytics, access management, and automated investor reporting. Know exactly who's interested.
Live Engagement Analytics
Secure Access
Granular permissions and watermarked documents ensure your data stays protected
Integrated Calendar
Schedule meetings directly from your data room with automatic reminders
Auto Reports
Weekly engagement reports sent automatically to track investor interest
Structured Investor Q&A
Manage investor questions with status tracking, threaded answers, and full audit trails.
24
Total Questions
18
Answered
6
Pending
What is your current MRR growth rate?
Sequoia Capital • 2 hours ago
Can you share the competitive landscape analysis?
Accel Partners • 1 day ago
↳ We have 3 main competitors in the DACH region. Our key differentiator is the AI-powered matching engine that delivers 3x higher conversion rates.
What are the unit economics?
Index Ventures • 3 days ago
↳ CAC: €350, LTV: €4,200, payback period: 5 months. Full breakdown available in the dataroom.
Threaded Replies
Contextual conversations per question
Status Tracking
Open → Answered → Closed workflow
Per-Investor Q&A
Separate threads per investor
Audit Trail
Full history of all interactions
Stay Connected With Investors After the Round
A closed round turns investors into shareholders, and shareholders expect reporting. The relationships you maintain between rounds are also the ones that produce follow-on money and warm introductions when the next round starts.
The investor relations module handles recurring updates: a structured editor with reusable templates, KPI and metric blocks fed from the data you already track, distribution to the right recipient groups and a record of what was sent to whom.
Updates that keep the same shape every quarter
Templates hold the sections you report on, so an update takes an hour rather than a day and readers can compare one period against the next without hunting for the number.
Numbers pulled from your metrics, not retyped
Metric blocks reference the KPIs maintained in the platform, including growth rates over an exact time span. That removes the copy-paste step where reporting errors usually appear.
See what was received and read
Distribution is tracked per recipient with delivery, open and click status, so you know whether the lead investor saw the update before the board call.
- Reusable update templates with a structured editor
- Metric and KPI blocks sourced from tracked company data
- Recipient groups for shareholders, prospects and advisors
- Per-recipient delivery and engagement tracking, plus PDF export
Keep Investors Informed with Professional Updates
Beautiful page-based WYSIWYG editor with dynamic data blocks, PDF export, and one-click distribution to your investor base.
Q4 2025 Update
Acme Corp — Quarterly Investor Report
Distribution3 Opened1 Clicked
Page-Based Visual Editor
WYSIWYG editor with resizable panels and drag-and-drop blocks
Dynamic Data Blocks
Live metrics, charts, and KPI snapshots pulled from your platform data
One-Click PDF Export
Background-cached PDF generation for instant download and sharing
Open & Click Tracking
Know exactly who opened your update and which links they clicked
Shareable Links
Generate secure links with access controls for external sharing
Template Library
Start from proven templates for monthly, quarterly, and board updates
Keep Your Ownership Structure Up to Date
Ownership is the part of fundraising that is easiest to lose track of and most expensive to reconstruct. Convertible instruments, option pools and secondary transfers each change the picture, and the spreadsheet version tends to fall out of date somewhere around the second bridge.
The CapLink cap table records shareholders, share classes, convertible instruments, option grants and financing rounds, and derives ownership from those entries rather than from a manually maintained percentage column.
One ownership record across rounds
Each round is entered as an event with its instruments and terms. The current cap table is the result of that history, which means you can show an investor how you got to today's ownership rather than asserting it.
Model a round before you sign it
Scenario modelling applies a new financing, including convertible notes and SAFEs with caps and discounts, and shows the resulting dilution for founders, employees and existing investors. Exit waterfall analysis shows how proceeds distribute across liquidation preferences.
Diligence-ready when the request comes
A current cap table is one of the first documents an investor asks for. Keeping it in the same platform as the data room means the version you share is the version you maintain.
- Shareholders, share classes, option pools and convertible instruments
- Round-by-round history with derived ownership
- Dilution scenarios including SAFE and note conversion
- Exit waterfall analysis across liquidation preferences
Track Ownership & Model Dilution with Precision
Full equity management with scenario modeling, waterfall analysis, and SAFE/convertible conversion tools — all in one place.
Ownership Breakdown
Stakeholders
Scenario ModelerPro
Compare ownership before and after a new round to understand dilution impact.
Fully Diluted Ownership
Track ownership across all share classes including options and convertibles
SAFE & Note Conversion
Automated conversion engine with iterative solver for post-money SAFEs
Waterfall Exit Analysis
Model liquidation preferences and distribution across exit scenarios
409A & 83(b) Tracking
Maintain valuation history and election records for compliance
Multi-Currency Support
Manage international investors with automatic exchange rate tracking
CSV/Excel Import
Bulk import stakeholders and holdings with intelligent column mapping
Why Fundraising Data Falls Apart Between Tools
Most teams assemble a fundraising stack by accident. Each part works on its own, and the cost shows up at the seams: the same investor exists under three slightly different names, nobody knows which version of the deck a fund received, and the answer given to one investor in an email never reaches the next one who asks the same question.
One Investor Record Across the Whole Process
The value of a single platform is not that the modules sit behind the same login. It is that they share the same data, so an action in one place is visible in the next.
One investor record, used everywhere
An investor researched in the database becomes a CRM contact, a deck recipient, a data room user and an update recipient. The profile data, the conversation history and the engagement signals stay on the same record.
Engagement feeds the pipeline
Deck views, data room activity and answered questions are visible next to the pipeline stage, so prioritising follow-ups is based on behaviour rather than on who emailed most recently.
The round does not end the data
When a round closes, the investors who committed carry into investor relations and the cap table. The next round starts with a pipeline that already contains history instead of an empty spreadsheet.
Teams and advisors share the same view
Co-founders, appointed advisors and investor teams work from synchronised data with access scoped to their role, which removes the forwarding step that usually loses information.
Everything Included in the Platform
Beyond the six core areas, the workspace covers outreach, messaging, shareholder voting and benchmarking, so the surrounding work of a round does not move back into email.
Investor & Startup Database
Centralized contact and relationship management
CRM Pipeline
Track investor conversations and deal flow
Outreach Campaigns
Streamlined investor communication with templates
Pitch Deck Manager
Share and track deck engagement
Data Room
Secure document sharing
Q&A Tool
Manage investor questions efficiently
Instant Messaging
Real-time communication with stakeholders
Cap Table Tool
Ownership and dilution tracking
IR Module
Reporting and updates with templates
Voting Tool
Decision-making and approvals
Performance Benchmarking
Track company KPIs
Valuation Benchmarking
Compare against market data
Built for Both Sides of the Table
Founders and fundraising teams
- Run the round from research to close in one workspace
- Give co-founders and advisors real visibility into the pipeline
- Keep diligence material and Q&A under control
Investors and investor teams
- Review pitch decks and diligence documents in a structured space
- Track portfolio companies and their reported metrics
- Coordinate with colleagues and appointed advisors on one deal
Advisors and corporate finance teams
- Support several clients from separate, scoped workspaces
- Standardise the process across mandates
- Access only the data the engaging party has shared
What Changes When It Is All in One Place
Less administration
One record per investor instead of a spreadsheet, an inbox and a separate data room
Credible process
Controlled documents, tracked questions and consistent reporting
Decisions on evidence
Deck and data room engagement shows which conversations are real
Continuity between rounds
Pipeline, updates and ownership carry into the next financing
Frequently Asked Questions About the CapLink Platform
What is a fundraising platform?
A fundraising platform is the software a startup uses to run a financing round: finding and qualifying investors, managing the pipeline of conversations, sharing the pitch deck and diligence documents, answering investor questions and reporting to shareholders after the round. CapLink covers those activities in one system, including cap table management, so investor data does not have to be maintained in several disconnected tools.
How is CapLink different from a general purpose CRM?
A general CRM models a sales process. Fundraising has different objects: rounds, investor criteria, decks with version control, permissioned diligence documents, shareholder reporting and ownership. CapLink uses pipeline stages built for financing rounds and connects them to the documents and engagement data an investor conversation actually produces.
Do the investor database and the CRM work together?
Yes. Investors found in the database can be added to a fundraising pipeline with their profile data attached, and matching keeps the two sides in sync so an investor does not exist twice under slightly different names.
Can we control which investor sees which documents?
Access rights are set per user, per folder and per file, and restrictions propagate through the folder structure. Advisors inherit the access of the party that appointed them. Previews can be watermarked and downloads restricted where required.
What happens to our data after the round closes?
The investors who committed continue in investor relations and appear in the cap table. The pipeline, the notes and the document history remain available, which is what makes the next round faster to prepare than the first one.
Can advisors and co-founders work in the same fundraising process?
Yes. Members of an organisation share pipeline data, contacts and interactions. Advisors are appointed per engagement and receive scoped access to the modules the engaging party has opened to them.
Does CapLink replace our cap table spreadsheet?
The cap table module records shareholders, share classes, option pools, convertible instruments and financing rounds, and derives ownership from that history. It also models dilution for a planned round and exit proceeds across liquidation preferences. It is a management tool and not a substitute for legal or tax advice.
Where can I read about how fundraising itself works?
The fundraising hub covers process, stages, investor expectations and preparation. This page describes the product. The two are linked throughout so you can move between the how-to material and the module that supports it.
Run Your Next Round on One Platform
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