Accelerate Your Fundraising
Single Source of Truth
Strengthen investor relations with a CRM that enhances communication, provides collaborative tools, and enables targeted engagement to raise funds faster.
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Accelerate Your Fundraising
Actionable Insights with Customizable Views and Advanced Filters
Improved Investor Engagement and Fundraising Efficiency
Enhanced Collaboration for a Unified Investor Experience
Slice and Dice Data to Focus on
What Matters The Most
Simplify data management with tools that let you focus on optimizing your fundraising strategies while driving targeted engagement and efficient workflows.
Break Down Your Data
Customize columns and filters to display the information you need, with the option to save views for convenient access.
"We were fully funded $7.5M in less than 48 hours!"
Michael Hollman
GP, Wolf Investments
Identify and Engage Key Investors
Use powerful filters to pinpoint interested contacts and conduct targeted outreach with precision.
"We were fully funded $7.5M in less than 48 hours!"
Michael Hollman
GP, Wolf Investments
Take Action Instantly
Save time by sending emails, adding notes, and updating details directly from the table view.
"We were fully funded $7.5M in less than 48 hours!"
Michael Hollman
GP, Wolf Investments
Boost Investor Engagement and Fundraising Efficiency
Optimize your fundraising efforts with actionable insights, streamlined communications, and efficient organization.
Bulk Emails & Templates
Engage investors with branded communications and refine outreach with detailed email analytics.
"We were fully funded $7.5M in less than 48 hours!"
Michael Hollman
GP, Wolf Investments
Bulk Tags & Views Management
Organize and filter contact lists effortlessly to focus on high-priority leads and maximize efficiency.
"We were fully funded $7.5M in less than 48 hours!"
Michael Hollman
GP, Wolf Investments
Monitor Fundraising Progress
Track commitments, funded amounts, and remaining targets to stay on course.
"We were fully funded $7.5M in less than 48 hours!"
Michael Hollman
GP, Wolf Investments
Optimize Collaboration for a Unified Investor Experience
Coordinate effortlessly with stakeholders and teams while maintaining security and flexibility.
Investor Activity Timeline
Track every interaction with a detailed activity log for each investor.
"We were fully funded $7.5M in less than 48 hours!"
Michael Hollman
GP, Wolf Investments
Team Notes
Add internal notes to keep your team aligned on investor engagement.
"We were fully funded $7.5M in less than 48 hours!"
Michael Hollman
GP, Wolf Investments
Role-Based Access Control
Ensure secure operations with permissions for every team member.
"We were fully funded $7.5M in less than 48 hours!"
Michael Hollman
GP, Wolf Investments
Compliance and Security You Can Trust
Protect investor trust with robust compliance and security. Our Investor CRM secures data and ensures you stay ahead of regulations for peace of mind and confidence.
Fortified Data Protection
Advanced encryption and two-factor authentication keep investor information secure.
"We were fully funded $7.5M in less than 48 hours!"
Michael Hollman
GP, Wolf Investments
Facilitates SEC Compliance
Designed to support you meet regulatory standards.
"We were fully funded $7.5M in less than 48 hours!"
Michael Hollman
GP, Wolf Investments
Access Controls & Permissions
Restrict data access to authorized team members with role-based permissions.
"We were fully funded $7.5M in less than 48 hours!"
Michael Hollman
GP, Wolf Investments
Michael Hollman
GP, Wolf Investments
Michael Hollman
GP, Wolf Investments
Michael Hollman
GP, Wolf Investments
Got Questions?
We’ve Got Answers
With personalized onboarding, SponsorCloud ensures an effortless onboarding experience and enables you to use our platform easily and effectively.
Are there any metrics available on the Contacts page? If yes, can they be customized?
The Contacts page displays key insights such as Equity Under Management, Total Investments, Average Investment, Invested All-time, and Distributions. Custom metrics can also be configured to ensure that required data is accessible quickly.
How does the CRM support investor reporting and updates post-raise?
After you have raised capital, SponsorCloud helps you continue engagement through performance reporting, distribution tracking, and automated notifications, keeping investors informed and retained.
Can tags be updated in bulk?
Yes. You can assign or remove tags in bulk using the CRM’s table view, saving time when managing large investor lists or updating based on recent campaign activity.
Can I connect SponsorCloud to external apps and platforms I already use?
Yes. SponsorCloud can be integrated with various third-party platforms through Zapier's API, allowing you to streamline workflows and keep systems in sync.P
What if an investor is in multiple deals? Can I track everything in one place?
Absolutely. Each investor has a unified timeline where you can track their participation across multiple deals, commitments, notes, and communications—so nothing slips through the cracks.
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