The CRM built for raising capital.
Capital Relationship Manager keeps every investor relationship moving — a drag-and-drop pipeline, automatic contact capture from your inbox and calls, and AI that advances each lead to the right stage. Built for fund managers, syndicators, and capital raisers.
- Drag-and-drop investor pipeline
- Automatic contact capture
- AI stage updates
One place to manage every investor relationship.
Capital Relationship Manager is a customer relationship management (CRM) tool for people who raise money. Instead of spreadsheets and scattered email threads, it gives you a single, visual pipeline of investors and the activity around each one — so nothing slips and every relationship gets the right next step at the right time.
Drag-and-drop lead pipeline
Move investors through your stages on a visual Kanban board. Pick up a card, drop it in the next column, and the whole pipeline stays current at a glance.
Automated relationship creator
When a new investor emails you or books a meeting, the CRM creates the contact and relationship automatically — no manual data entry, no missed connections.
Call transcriptions, pushed to the CRM
Your investor calls are transcribed and the transcript lands directly on the lead's record, so the full context of every conversation lives where you need it.
AI manages the lead stage
The AI reads the signals in your conversations and advances each lead to the right stage on its own — keeping your pipeline accurate without you touching a card.
How we use your Google data
Capital Relationship Manager connects to your Google account only to power the features above. We request the minimum access required, you stay in control, and you can disconnect at any time. Here is exactly what each Google service is used for:
Gmail
We read and send email on your behalf so investor conversations are captured on the right contact record, drafts can be prepared, and follow-ups are tracked. We do not sell email content or use it for advertising.
Google Calendar
We read and create calendar events to log meetings against the correct lead, surface upcoming investor calls, and keep scheduling in sync with your pipeline.
Google Drive
We access files you choose to attach so decks, term sheets, and diligence documents can be linked to the relevant relationship inside the CRM.
Capital Relationship Manager's use of information received from Google APIs adheres to the Google API Services User Data Policy, including the Limited Use requirements. For full details, see our Privacy Policy and Terms.
Questions, answered.
What is Capital Relationship Manager?
It's a CRM built specifically for raising capital. Instead of spreadsheets and scattered email threads, you get a single visual pipeline of investors and the activity around each one — so nothing slips and every relationship gets the right next step.
Who is it for?
Fund managers, syndicators, and capital raisers who are actively building investor relationships and want their pipeline, conversations, and follow-ups in one place.
How does the AI advance my leads?
It reads the signals in your investor conversations — emails, booked meetings, and call transcripts — and moves each lead to the right stage on its own, so your pipeline stays accurate without manual updates.
Does it connect to my email and calendar?
Yes. It connects to Gmail, Google Calendar, and Google Drive so conversations, meetings, and documents are captured on the right contact record. It requests the minimum access needed, and you can disconnect at any time.
Is my data private?
Your data is used only to power the features on this page. Our use of Google data follows the Google API Services User Data Policy, including the Limited Use requirements. See the Privacy Policy and Terms for full details.
How do I get started?
Choose “Sign in / Get started” to enter the portal, or reach out to Andrew directly if you’d like a walkthrough first.