Work your investor pipeline

CRM tracks conversations with investors, from first contact to closed.

Four views

• Pipeline — a drag-and-drop board across seven stages: Identify, Qualify, Reach Out, Meeting, Due Diligence, Term Sheet, Closed.
• Relationships — the same investors as a flat list.
• Raise — triage grouping into research, outreach queue, and active conversations.
• Feed — an activity timeline of everything you've logged.

On each card: add a note, log an activity, snooze, add to a list, open their LinkedIn, or remove them.

Move a card by dragging it to the next stage. Stages reflect what's actually happened, not what you hope happens. An investor who hasn't replied is still at Reach Out.

Log every touch. Your Feed becomes the answer to "when did I last speak to them," and your Dashboard pipeline summary stays accurate.

Ask for coaching. Some cards deep-link into BildrX AI with a prefilled prompt, like checking whether an investor fits or drafting a first outreach email.