What it does
The Fundraising CRM is your dedicated pipeline for raising money. You create a round for each fundraise (Seed, Series A, bridge), add investors as deals, and move them through stages from first contact to committed capital. Each deal keeps notes, meetings, comments, files, and a full activity log in one place.
Who can use it
Anyone with read access to the Investor CRM module.
Creating rounds and deals needs create permission and a verified email.
Shared access per round — keep sensitive deals limited.
The Investor CRM must be enabled on your plan.
How to get here
From the sidebar, open Fundraising and click Fundraising CRM.
Step-by-step: create a fundraising round
Click Create Round.
Fill in: Round Name (required), Description, Funding Round Type, Fundraise Target (currency + amount), Pre-Money Valuation, Default Round toggle, Shared Access.
Click Create Round. Default stages: Lead, Contacted, Meeting, Term Sheet, Committed, Passed.
Step-by-step: read the rounds dashboard
Each round card shows: name + Default badge, Deals count, Committed, Passed, total Raised (USD), target-progress bar (with Oversubscribed badge if exceeded), pre-money valuation, creator info.
Click a card to open. Lock icon closes a round; Pencil edits details.
Step-by-step: add investors to a round
From Find Investors
Open Find Investors, click an investor → Add to Pipeline.
Deal form pre-fills.
Directly inside a round
Open the round.
Click Create Deal.
Fill in: Investor/firm name (required), Source (required), Investor Type (required), Check Size (required), Lead Partner, Currency, Contact, Description.
Click Create Deal. Lands in the first stage.
Step-by-step: move deals through stages
Drag and drop deal cards between columns.
Click a card to open the deal panel.
Column header shows deals count and committed value.
To rename/reorder/add/remove stages, use Manage Stages. Mark Won/Lost so totals roll up correctly.
Step-by-step: work a deal
Deal panel tabs:
Details — stage, source, type, check size, currency, lead partner, description. AI Outreach Draft button generates a tailored opener.
Notes — private notes.
Activity — chronological log.
Meetings — scheduled meetings.
Comments — discuss with teammates.
Files — attached docs.
Step-by-step: track meetings and outreach
Meetings tab records upcoming/past calls; show up on the Nautis calendar.
Activity tab scans everything that's happened.
AI Outreach Draft for a first email or follow-up starting point.
Step-by-step: share documents
Open the deal.
Switch to Files.
Drop or pick a file (pitch decks, term sheets, NDAs).
Use Data Rooms module for larger, more secure document sets.
Step-by-step: close or reopen a round
Hover the round card.
Click Lock to close or Unlock to reopen.
Confirm. Closed rounds keep data but block new deals.
Tips & limits
Set a default round to keep it at the top.
Use Shared Access to keep a stealth round private.
Pipeline totals roll up to USD across currencies.
Progress bar turns green and shows Oversubscribed when committed exceeds target.
FAQ
What's the difference between a round and a deal?
Round = the fundraise. Deal = one investor inside it. One round has many deals.
Can I move a deal between rounds?
Edit the deal and change its round. Activity log records the move.
Does Nautis send emails to investors automatically?
No. Nautis logs outreach and drafts messages; you send through email.
What happens when a deal is marked won?
Check size counts toward Raised total and progress bar. Stays in its final stage.
Who can see a private round?
Creator, people in Shared Access, and org admins.