Module 02 · Capital
Capital & Deal-Flow
One pipeline for raises, checks written, and investor relationships.
Every conversation, term sheet, and follow-up across your ventures — in a single deal-flow CRM built for operator-investors.
Why It Matters
Built for founders who refuse to run a portfolio like a folder of tabs.
No warm intro forgotten
Every investor touchpoint logged, tagged to a venture, and surfaced when it matters.
Portfolio-level pipeline
See which ventures are raising, which have term sheets open, and where capital is deployed.
Investor-ready in one click
Snapshot updates and metrics for LPs, angels, and syndicates without rebuilding decks.
Feature Highlights
Everything you expect from a command center — nothing you don't.
Purpose-built for operators running multiple businesses. Every feature earns its place.
- Multi-venture deal pipeline stages
- Investor CRM with relationship history
- Term sheet + SAFE tracker
- Check-size analytics and pipeline value
- Follow-up reminders and next-step queue
- Fund + syndicate reporting views
How It Works
From signal to action, inside one system.
Step 01
Capture
Log every investor touchpoint against a venture as it happens.
Step 02
Advance
Move deals through stages: sourcing → diligence → term sheet → close.
Step 03
Report
Export investor updates and LP snapshots directly from the pipeline.
Native Integrations
Wired into the tools your ventures already run on.
GmailOutlookCalendlyDocuSignNotionSlackCrunchbase
Next Module