Built-in CRM with kanban + table views, funnel analytics with conversion rates, and outcome tracking, all in the same workspace as your pitch.
The CRM lives next to the pitch and the database, so the data flows where it belongs without spreadsheet copy-paste.
One click moves an investor from the 1,500+ database into your pipeline. Custom contacts and angels live alongside firm records: same notes, same status, same timeline.
Email, call, meeting, intro, plus the outcomes that matter: meeting scheduled, term sheet, invested, passed. Each interaction can be tagged to the pitch it was about.
Conversion rates from cold to invested calculate automatically. See which stages are leaking and where your fundraise actually stands, no spreadsheet maintenance.
Six features that turn ad-hoc note-taking into a fundraising operating cadence, without forcing your team into yet another general-purpose CRM.
Drag investors across pipeline stages on the board, or drill into the table view for sorting and bulk filters. Switch in one click: your data, your view.
Five stages (added, contacted, meeting, term sheet, invested) with conversion rate between each. See how your real funnel compares to a typical seed round.
Log term sheets and investments with EUR amounts. Total raised, median days to close, and active deal count all calculate from the data you already enter.
If you have multiple pitches in market (different products, geos, stages), each pitch gets its own funnel. See which pitch is converting and which one needs work.
Tag investors as warm intro, current round, or whatever your team uses. Mark high-priority funds. Status updates trickle through to the funnel automatically.
Once a term sheet lands, the workflow continues: analyze it side-by-side with prior terms, then send monthly investor updates from the same workspace.
The CRM is built into Pitchkit alongside the pitch builder and the investor database. Everything connects. Every interaction is one click from the pitch it was about.