Raise More Capital, Work Less Manually
A turnkey CRM solution for investor relations and marketing efforts. Designed by investors for investing teams.
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CapRaise CRM Was Built For
Fund managers
SPVs
Investor Relations
Managing Partners
Do More With Features Made for Real Estate Professionals
Discover Your Ideal Investors
Leverage investor-centric data to identify and engage with your target audience effectively.
Expand Your Lead Pipeline
Increase your inbound lead sources to consistently grow your network of potential investors.
Streamline and Automate Lead Management
Save over 200 hours of manual effort by automating lead tracking, task management, email communication, meetings, and more.
Our Proven Formula
More Leads × Higher Conversions =
Greater Capital Raised
Centralized Deal Data
Access all deal details—property info, financials, offers, vendors—instantly, even years later.
Efficient Pipeline Management
Track every stage, from underwriting to LOIs, and reduce missed deadlines by 60%.
Vendor & Service Provider Tracking
Manage all touchpoints with vendors and CRE providers. Strengthen relationships and close deals 20% faster.
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Ideal Investor Profile
Pinpoint your exact IIP using data-driven insights—not guesswork.
Deal Management
Track deals monthly, monitor statuses, analyze deal sources, and identify reasons for lost opportunities.
Marketing Performance
Monitor engagement rates and gain actionable insights. Get alerts for low engagement, recommendations for the best times to send campaigns, and identify your top-performing campaigns.
Investor Relations
Access investor insights, conversion rates, time-to-close metrics, and tools to manage active raises seamlessly.
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Turnkey CRM
60+ workflows
100+ investor data points
Custom investor trust pipeline
50+ pre-built reports
Capital raising calculations & analysis
10+ integrations
Net more accredited leads
Capital Raise Lead Calculator
How many leads, opportunities, and investor meetings will it actually take to hit your capital target? You don’t need to guess. This tool reverse engineers your capital goal — so you can plan better and raise faster. No login. Instant results.
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Your results
*Conversion percentages are based on Industry standards
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See exactly what you need to reach your capital-raising goal—investors, leads, and key activities—based on your timeline, deals, and avg conversion rates.
Want a custom calculator and a closer look at how our platform can help you achieve these goals?
How We Help Investor Teams
Don’t spend hours on marketing & investor relations tasks that can be automated.
Individual Account Configuration
All users have a personal login and account, with options to customize their dashboard, favorite any page or contact for easy access, and follow objects—such as contacts or properties—to track all activity and receive email round-ups.
Best-in-Class Support
Our pre-built support ticket platform provides users premium support so every account can reach out to us regarding any issues. We aim to make your CRM utilization close to 100%.
80% Built for Ultimate Flexibility
Our platform is built to be around 80% complete, so users can tailor and expand its functionality to meet their needs. Through our in-depth onboarding process, we help you customize the remaining 20% to meet your unique raise targets.