CRM for investors
Grow your investment network with NetHunt investor CRM. Track every investor touchpoint, manage capital raises, and build long-term investor relationships — all from one powerful CRM platform.
Businesses transform operations with NetHunt CRM
4.8/5 based on over 1,000 reviews
Conversations get lost in inboxes and excel spreadsheets Missed follow-ups and scattered deal data make you look unprepared and unprofessional to potential investors.
Fundraising chaos slows you down You lose track of which prospective investors are interested, who needs more info, and where deals stall in the deal flow pipeline.
Manual data entry eats up your time You spend hours digging for data and writing updates from scratch.
Investor data is scattered across emails and personal files With no central database, key information disappears when someone leaves the team.
Every investor gets the same generic pitch You miss chances to personalize outreach and show you understand their asset classes and focus.
Every investor touchpoint is tracked and organized You always know who you spoke to and when to follow up thanks to automated activity tracking.
Your deal pipeline stays clear and up-to-date With CRM for investors, see where every investor stands — from first intro to signed term sheet.
Investor updates and reports are automated Keep your limited partners informed with professional updates sent at the right time.
The data lives in one investor relations platform All contacts, documents, and communication history are easily accessible for your whole team.
Segment and prioritize your investor relationships easily Group your limited partners by fund size, industry focus, or funding stage to send the right message to the right people.
NetHunt investor CRM helps you build stronger investor relationships and close funding rounds faster with automated workflows, personalized outreach, and optimized capital management.
Why should investors and companies care?
It’s not a secret that when you sift through endless spreadsheets, messages in multiple apps, and inboxes, you can miss prospective investors. All in all, how can you capture and manage contacts effectively if all their data is scattered across multiple places?
Without automation that the software for investor relations offers, businesses often struggle to scale, and it shows — 92% of companies using CRM software say it helps them achieve their revenue goals, while those without a CRM system end up paying 23 % more to acquire leads.
An IR CRM helps you automatically capture leads from multiple channels and segment them according to industry, investment types, etc. and create efficient follow-ups using built-in relationship intelligence.
Build a well-structured investor database with NetHunt CRM for investor relationship management. Capture and organize investor details from multiple sources, including email, chats, professional network, financial events, and top communication channels. Gain a full picture of every investor and potential deal in one place.
Why should investors and companies care?
75 % of businesses say a CRM system has transformed how they organize and use their data.
Investor relationships aren’t one-size-fits-all. And neither is investor relationship management. Some want monthly updates; others expect a call before every major funding round. Without a CRM for investment managers, keeping track of who prefers what is impossible. This, in turn, leads to impersonal communication or, worse, repeated pitches to the same people.
A CRM for investor relations ensures every investor contact record is complete with preferences, past interactions, and funding history. No more last-minute scrambling before meetings or sending the wrong email to the wrong investor.
Stop losing track of the deal progress and conversations with investors. Keep all investor data and interaction history in a single CRM record with NetHunt investor CRM software. Get full visibility into every stage of the investment cycle and track:
Emails, calls, and meetings
Investment preferences and portfolio history
Term sheet negotiations and funding rounds
Compliance documents and due diligence materials
Profit distribution data and investor payouts
Team comments, follow-ups, and reminders
Why should investors and companies care?
18 % of businesses still use spreadsheets as the only means for managing their processes.
Every deal is unique. Unfortunately, too many companies still rely on rigid tracking tools and approaches that don’t fit their full investor relations strategy. But can spreadsheets show the deal progress with all vital details or help identify bottlenecks in the deal flow pipeline? No. However, a CRM platform for investor relationship management can.
With an investment management CRM, you can build ultra-customizable deal pipelines tailored to your investment cycle that help you track early-stage startups, funding rounds, or investor commitments. In a deal flow pipeline, deals move smoothly from initial outreach to closing, with every critical detail logged along the way in your investor relationship management software.
With a structured deal flow management, automated follow-ups, notifications, and clear visibility into every stage, NetHunt investor relations CRM helps you turn investor interest into committed capital.
Monitor deal flow and investor engagement.
Prioritize opportunities by funding stage, investment size, or strategic fit.
Trigger pipeline updates as term sheets, contracts, or transfers are completed.
Set follow-up reminders for capital calls, reporting, and investor updates.
Forecast future cash flow based on real-time pipeline data.
CUSTOMER STORY
Why should investors and companies care?
Processes like manually entering data, scheduling follow-ups, updating deal stages, and sending investor reports (all done manually) make you waste valuable time, increase the risk of human error, and slow down your investor relationship management overall.
That’s why 82 % of businesses use CRM software to automate their customer relationship management processes and nearly half (47 %) say it has significantly improved customer and investor retention.
How so? An investor relationship management software helps you automate task distribution and assignment, follow-ups, and nurture the key relationships with highly personalized offers. Apart from that, the best CRM for investors ensures leads move automatically from one stage to another as a part of the deal flow management and that your team gets notified when something important happens in the pipeline.
Automate admin work and focus on high-value investments. With investor relations software, you can automate manual investment management tasks, ensure every investor gets the attention they expect, and move deals forward faster — all while reducing human error.
Auto-assign leads and investor inquiries to the right team member.
Set reminders for next steps.
Ensure personalized investor updates and portfolio insights.
Move deals through pipelines for investment management as statuses change and milestones are reached.
Send regular investor newsletters with performance reports.
Why should investors and companies care?
42 % of companies say that CRM software has significantly increased the accuracy of their reports and sales forecasts.
When it comes to investment management, relying on your gut instinct is risky. With no accurate, real-time deal management and evaluation process data that a CRM for investment offers, it’s easy to overpromise returns, misjudge deal timelines, or struggle with investor reporting. All in all, you unintentionally sabotage the fundraising process and set yourself for failure without a proper investor relationship management software in place.
Meanwhile, you can easily track deal flow, fundraising progress (with the help of fundraising management tools), and investor engagement with investor relations software. You no longer have to piece together financial snapshots from multiple sources, since with CRM’s analytics functionality, you get actionable insights in real time, ready to share with stakeholders whenever needed.
All in all, with integrated relationship intelligence, teams gain a deeper understanding of investor behavior, tailor communication at every stage of the fundraising journey, and make out-of-the-box decisions that elevate their relationship management at scale.
With NetHunt investor relations CRM, you get real-time views and dashboards that show exactly how your fundraising efforts are progressing, which investors are actively engaged, and where deals are stalling.
Total capital raised and progress toward fundraising goals.
Investor engagement and response rates.
Active deals, valuations, and term sheet status.
Individual and team performance in sourcing and closing deals.
Reasons deals were lost and key takeaways that help refine your investor relations strategy.
Turns Gmail into investor relations hub
Manage your investor relationships, track every conversation, and monitor your deal progress — all without leaving your Gmail inbox.
Simple to set up, easy to use
Connect your Gmail, invite your team, import your investor list, and you’re ready to manage outreach, follow-ups, and fundraising management workflows in minutes.
Fully customizable
Customize fields, deal stages, and investment management workflows to match your fundraising strategy — whether you’re nurturing angels, pitching venture capital firms, or managing follow-ups after investor meetings.
Complete investor profiles and deal history
Every investor record holds contact details, communication history, preferences, past funding rounds, and key documents — giving you full context at every stage.
Anyone who wants to automate workflows, centralize data, and measure the success of their work to remain competitive on the market, can benefit from NetHunt investment management CRM.
Investor relations CRM helps you build new relationships with private equity firms, hedge funds, venture capital firms, real estate investors, and other alternative investment firms. You can track every investor conversation, ensure timely follow-ups, and analyze your fundraising management efforts.
The best CRM for investor relations helps coordinate investor outreach and internal workflows, which supports smooth relationship management at scale. A CRM helps you assign responsibilities, track team activities, and ensure the entire fundraising process runs smoothly across teams.
Ensure full visibility into capital commitments and cash flow. With fundraising management tools in a CRM for investment, you can track funding progress, manage investor reporting across private markets, and keep all financial documents and communications in one place to streamline due diligence and audits.
Bring all your tools together with NetHunt CRM for investment, the central hub for investor relationships and capital management.
See all integrationsAn investor CRM or an investor relationship management software is a tool that helps companies optimize capital, deal management, and investor engagement. It helps companies manage communications, monitor investments, and organize deal data in one place, regardless of whether you’re fundraising with real estate investors, venture capital organizations, or private equity firms.
Whether you're building new relationships or nurturing long-term partnerships, this type of investment management software supports the relationship-driven nature of modern investing by offering automation, visibility, and easy access to key information. Plus, such relationship intelligence technology is way easier to use compared to more generic out-of-the-box systems like Microsoft Dynamics.
When choosing an investor relations software, look for the investor relations management software that offers comprehensive support for both the operational and relationship-building aspects of your business to let you gain competitive advantage. CRM platform features should include:
These CRM platform features elevate your relationship management, ensure you stay organized, reduce manual work, and help you maintain transparent and efficient communication with investors, regardless of whether they represent venture capital or private equity firms.
A CRM for investors ensures personalized, timely, and efficient communication. As a relationship management tool, the best investor relations software helps you track each investor’s preferences, past interactions, and investment history, so you can engage with them meaningfully. Follow-up and reminder automations help you stay consistent in your lead nurturing efforts, while a centralized hub of data gives you a 360-degree view of each relationship. Ultimately, a CRM for investment builds trust and confidence, which are key to successful partnerships.
The best CRM for investors designed for investment firms, fund managers, private equity organizations, and companies working with investors is NetHunt CRM. It helps you automatically capture leads from multiple sources, create pipelines for different types of investment, effortlessly support managing relationships through every stage of the investor journey, and generate reports to gain valuable insights into your performance.
As a modern relationship management software, NetHunt CRM for investor relations natively integrates with multiple tools, such as Google Workspace, social media, messengers, and VoIP services for a smooth experience. Unlike Microsoft Dynamics or Salesforce, it’s easy to use and set up.
An investor relations CRM is a relationship management software that optimizes your outreach efforts, helps you track investor engagement, and automates follow-ups. The investor relation software helps you segment potential investors based on interest, investment history, and communication preferences — the data that you can later use to create highly personalized email sequences. Plus, with real-time data on funding progress, committed capital, and pending follow-ups that a typical investor relationship software offers, you can focus on high-priority prospects and close funding rounds more efficiently.
Talk to our 
product experts — let's find the best setup for your team
Fill in a few quick details and we'll reach out shortly.
Thank you!
Our team just got your request and we’ll be in touch shortly.
Our team just got your request and we’ll be in touch shortly. Meantime, you can Start free trial to see NetHunt CRM in action.
Talk to our product experts — let's find the best setup for your team
Fill in a few quick details and we'll reach out shortly.
Thank you!
Our team just got your request and we’ll be in touch shortly.
Our team just got your request and we’ll be in touch shortly. Meantime, you can Start free trial to see NetHunt CRM in action.
