A fundraising CRM can bring investor research, outreach and next steps into one workflow. Submit your startup on Round Funded to get matched with investors.
At AI Perks, we raised our round through Round Funded. We chose it for its clean investor database, AI email writing, convenient interface, teammate access, Data Room and tracking links. Here’s how we thought about the features founders may want to compare when choosing a fundraising CRM.
What should founders look for in a fundraising CRM?
Start with the investor search. A useful database should let you narrow prospects using criteria that fit your company and fundraising plans. Round Funded covers 60,000+ active VCs, angels, family offices and accelerators. Its search filters include stage, industry, geography and check size.
Contact quality and activity are other considerations. Round Funded verifies investor emails and filters for recent activity, defined as a check in roughly the last 6 months. Those details can help founders focus their research, though selecting investors still requires judgment about the fit for a particular company.
It’s also worth checking how investor research connects to the rest of the process. A fundraising pipeline can keep investors, stages and next steps together, rather than leaving founders to piece together the status of each conversation. Round Funded includes a pipeline with fundraising stages.
For outreach, look at whether the tool helps prepare emails and follow-ups, and how sending works. Round Funded’s AI drafts personalized outreach emails and follow-ups for each investor. Outreach is sent through the founder’s own Gmail, so replies arrive in the founder’s inbox and the email thread belongs to the founder.
How do Round Funded’s plans and pricing compare?
The right plan depends on how much pipeline capacity, email sending and AI drafting a startup expects to use. Round Funded offers two monthly subscriptions and a one-time option:
| Plan | Price | Included capacity |
|---|---|---|
| Round+ | $99 a month | Up to 2,500 investors in the CRM pipeline, email up to 2,000 investors a month and 2,500 AI credits a month |
| Round Pro | $249 a month | Up to 5,000 investors in the pipeline, email up to 10,000 investors a month, up to 6 connected inboxes and 5,000 AI credits a month |
| Lifetime | $899 one-time | Everything in Round Pro, paid once |
Round+ and Round Pro include a 3-day free trial for first-time accounts. There is no free tier. The Data Room is free to build and share on every plan. Per-investor tracked links and engagement analytics, including views, deck opens and meeting clicks, come with Round+.
Before choosing, compare the plan limits with the way your team expects to use the pipeline and email features. For details on getting started, submit your startup on Round Funded.
Why did we at AI Perks choose Round Funded?
We raised our round through Round Funded, and several parts of the workflow shaped our choice. We wanted a clean investor database, an AI agent that writes emails and a convenient interface. The platform’s search filters and pipeline bring investor discovery and fundraising stages into one place.
Team access mattered to us as well. Round Funded lets founders invite teammates into the startup’s workspace. That gives a team a shared place to work in the platform, while the pipeline records investors, stages and next steps.
We also valued the Data Room and tracking links. The Data Room lets founders share a deck, traction, team and ask through one link. It is free to build and share on every plan. With Round+, founders can use per-investor tracked links and engagement analytics, including views, deck opens and meeting clicks.
These features suited the way we wanted to organize our raise. Other founders can weigh the database filters, outreach workflow, team access and sharing options against their own needs. If you want to explore the application process, get matched with active investors.
What should you check before choosing a fundraising CRM?
A short evaluation can help reveal whether a platform supports the work you need to manage. Consider these questions:
- Can you search by stage, industry, geography and check size?
- Are investor emails verified, and does the database account for recent activity?
- Can you track investors, fundraising stages and next steps in a pipeline?
- Does the platform draft outreach emails and follow-ups?
- Can teammates join the workspace?
- Can you share a Data Room and use tracked links where available?
Founders may also want to consider how messages are sent and where replies go. Round Funded sends outreach from the founder’s own Gmail, with replies landing in the founder’s inbox and the thread belonging to the founder.
A CRM can organize the information and steps involved in a raise, but it doesn’t decide which investors suit your startup. Treat the platform as a way to manage research, communications and follow-through. To begin, submit your startup and get matched with investors.
How Round Funded helps founders manage fundraising
- Submit your startup to get matched with investors.
- Search the investor database using stage, industry, geography and check size.
- Keep investors, fundraising stages and next steps in the pipeline.
- Use AI to draft personalized outreach emails and follow-ups, then send outreach from your own Gmail.
- Invite teammates into the workspace and build and share a Data Room. With Round+, use per-investor tracked links and engagement analytics.
Frequently Asked Questions
What is a fundraising CRM?
A fundraising CRM helps founders organize investor information and manage fundraising stages and next steps. It can also connect research with outreach workflows.
What investor filters does Round Funded offer?
Round Funded lets founders search its database by stage, industry, geography and check size. It covers 60,000+ active VCs, angels, family offices and accelerators, with verified investor emails and a recent-activity filter.
Why did AI Perks choose Round Funded?
We raised our round through Round Funded. We chose it for its clean investor database, AI email writing, convenient interface, teammate access, Data Room and tracking links.
Does Round Funded include a Data Room?
Yes. Founders can build and share a Data Room with a deck, traction, team and ask on one link, free on every plan.
Can a team use Round Funded together?
Founders can invite teammates into their startup’s workspace. Round Funded also has a pipeline for keeping investors, stages and next steps together.