Find your way around BildrX

BildrX follows how a raise actually runs: find investors, get your house in order, then close.

Dashboard sits at the top on its own — your raise at a glance.

Investors

• Find Investors — search the investor database and save the right ones.
• Deck Analytics — share your deck with tracked links and see who opened it.
• CRM — move investors through your pipeline.
• Investor Updates — not covered by this guide yet.
• Investor Diligence — marked Coming Soon.

Prepare

• Pitch Score — slide-by-slide AI critique of your deck.
• Financials — runway, burn, target, dilution, and valuation calculators.
• Cap Table — stakeholders, shares, option pools, and round modeling.
• Governance — not covered in this guide.
• Data Room — a diligence checklist and one shareable room.
• Legal Room — private storage for contracts and corporate documents.
• Compliance — not covered in this guide.
• E-Sign — not covered by this guide yet.
• Templates — outreach emails, updates, and planning documents.

Services

• Marketplace — hire the BildrX team for design, finance, legal, and investor relations work.

At the bottom of the sidebar: Notifications, BildrX AI, Support, Settings, and Sign Out.

Your Dashboard

Six things update as you work:

• Capital Raised — the one tile you set by hand. Click to edit.
• Ownership Retained — pulled live from your Cap Table.
• Investors Tracked — how many investors are in your CRM.
• Deck Views (7 days) — opens across your tracked links.
• Pipeline Summary — how many investors sit at each CRM stage.
• Top Investor Matches — best-fit investors with the reason they match.