Raise
Investor relations software for founders
Investor relations software for founders: an investor CRM, recurring monthly or quarterly updates drafted from your own metrics, and a private data room with scoped share links and a full access log — in the same workspace as the goals and metrics those updates are written from.
What it does
Everything the round needs, in one place
Investor CRM
Track every investor, angel and fund in one pipeline: stage, check size, owner, last touch and next step. Notes and commitments live on the record instead of in your inbox.
- Stages from first intro through committed and wired
- Contacts, warm intro paths and ownership per investor
- Activity history so nothing goes quiet unnoticed
Investor updates
Draft a monthly or quarterly update from the metrics already in your workspace, choose a template, edit it, and send it to the recipients you pick.
- AI drafts from recent goals, metrics and highlights
- Recurring monthly or quarterly schedules that send automatically
- Recipient lists per update, with the full send history kept
Private data room
Keep diligence material in private storage and grant access to specific folders or files instead of exposing the whole room.
- Scoped share links for individual investors
- Revoke access at any time without moving files
- Every view and download recorded with who and when
Raise visibility
See the round the way you see the sales pipeline: what's live, what's stalled and what still needs a follow-up this week.
- Open commitments and remaining allocation at a glance
- Follow-ups land as tasks with owners and due dates
- Meetings and notes attach to the investor record
Why founders switch
A spreadsheet does not send the update
Most founders track investors in a sheet, write updates in a doc, and drop diligence files in a drive folder anyone with the link can open. It works until the raise gets busy — then updates slip, warm intros go stale, and nobody knows who opened the financials.
Founder Productivity treats the raise as a process: stages you can see, updates on a schedule that actually fires, and documents shared per investor with a record of every open.
- Private storage, never a public link by default
- Share a single folder or file, not the whole room
- Revoke a link the moment a conversation ends
- Access log of every view and download, with timestamps
- Free viewer seats so investors never cost you a seat
Monthly and quarterly updates send themselves once scheduled.
Questions
Investor relations software, answered
What is investor relations software?
Investor relations software is the system a company uses to manage its investors: a CRM of current and prospective investors, a way to send recurring updates, and a secure document room for diligence material with controlled access. For a startup, it replaces a spreadsheet of funds, a mailing list and a shared drive folder.
Do early-stage startups need investor relations software?
Once you are raising or have more than a handful of investors, yes. The failure mode is not a missing tool, it is a stalled conversation nobody followed up on and an update that stops going out in month three. Software that schedules the update and surfaces the stale investor fixes both.
How is this different from a general CRM?
A sales CRM is built around deals you close once. Investor relations is a long relationship: intros, diligence, a close, then years of reporting. Founder Productivity keeps the investor pipeline, the recurring update cadence and the data room in one place, alongside the goals and metrics those updates are drawn from.
Is the data room secure?
Files live in private storage, not a public bucket. Access is scoped per share link, links can be revoked, and every view and download is written to an access log so you know exactly which investor opened which document and when.
How much does it cost?
The investor CRM, updates and the private data room are included on the free plan. Recurring automatic updates and scoped data-room share links with the audit log are on the Command plan at $79 per editor seat per month. Viewer seats for investors are always free.
See the rest of the product on the features page.
Stop reconstructing your company every Monday
Start on the free plan, bring your goals and this week's work, and see the whole company on one screen in under ten minutes.