CRM for investors
Grow your investment network with NetHunt investor CRM. Track every investor touchpoint, manage capital raises, and build long-term investor trust — all from one powerful platform.
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Conversations get lost in inboxes and spreadsheets Missed follow-ups and scattered data make you look unprepared and unprofessional to investors.
Fundraising chaos slows you down You lose track of which investors are interested, who needs more info, and where deals stall.
Manual reporting eats up your time You spend hours digging for data and writing updates from scratch.
Investor data is scattered across emails and personal files 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 focus, without an investor CRM.
Every investor touchpoint is tracked and organized You always know who you spoke to, what was shared, and when to follow up — no missed opportunities.
Your fundraising 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 investors informed with professional updates sent at the right time.
Investor data lives in one central hub All contacts, documents, and communication history are easily accessible for your whole team.
Segment and prioritize investors easily Group investors by fund size, industry focus, or funding stage to send the right message to the right people.
NetHunt investor CRM helps you build stronger 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 opportunities and lose capital. All in all, how can you capture and manage leads 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 say it helps them achieve their revenue goals, while those without it 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.
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 CRM has transformed how they organize and use their data.
Investor relationships aren’t one-size-fits-all. 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 profile 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 conversations with investors and deal progress. 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?
Every deal is unique. Unfortunately, too many companies still rely on rigid tracking tools and approaches that don’t fit their investment strategy. 18% of businesses still use spreadsheets as the only means for managing their processes. But can spreadsheets show the deal progress with all vital details or help identify bottlenecks in real time? No. However, an investor relations management can.
With an investment management CRM, you can build ultra-customizable pipelines tailored to your investment cycle that help you track early-stage startups, funding rounds, or investor commitments. In such pipelines, deals move smoothly from initial outreach to closing, with every critical detail logged along the way.
With a structured pipeline, 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?
When you manually schedule follow-ups, update deal stages, and send investor reports, you waste valuable time and increase the risk of human error. That’s why 82% of businesses use CRM to automate their 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 existing investor base with highly personalized offers. Apart from that, the best CRM for investors ensures leads move automatically from one stage to another 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 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.
personalized investor updates and portfolio insights.
Move deals through pipeline as statuses change and milestones are reached.
Send regular investor newsletters with performance reports.
Why should investors and companies care?
When it comes to investments, relying on your gut instinct is risky. With no accurate, real-time data that a CRM for investment offers, it’s easy to overpromise returns, misjudge deal timelines, or struggle with investor reporting. In fact, 42% of companies say that CRM has significantly increased the accuracy of their reports and sales forecasts.
Meanwhile, you can easily track deal flow, fundraising progress, and investor engagement with investor relations software. You no longer have to piece together financial snapshots from multiple sources, since you get real-time insights ready to share with stakeholders whenever needed.
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 deal sourcing and closing.
Reasons deals were lost and key takeaways.
Turns Gmail into investor relations hub
Manage your investor pipeline, track every conversation, and monitor 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 workflows in minutes.
Fully customizable
Customize fields, deal stages, and workflows to match your fundraising strategy — whether you’re nurturing angels, pitching VCs, 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, reduce admin tasks, and measure the success of their work, can benefit from NetHunt investment management CRM.
Stay organized and always fundraising-ready. Investor relations CRM helps you track every investor conversation, ensure timely follow-ups, and maintain a clear view of your fundraising pipeline — so you can focus on pitching and growing the business without stressing over missed emails or forgotten follow-ups.
The best CRM for investor relations helps coordinate investor outreach and internal workflows seamlessly. A CRM helps you assign responsibilities, track team activities, and ensure the entire fundraising process — from first pitch to capital secured — runs smoothly across teams.
Ensure full visibility into capital commitments and cash flow. With a CRM for investment, you can track funding progress, manage investor reporting, 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 relations and capital management.
See all integrationsAn investor CRM is a tool that helps companies optimize capital and investor relations management. It helps companies, fund managers, and investment firms track interactions with investors, manage communications, monitor investments, and organize deal data in one place.
When choosing an investor relations software, look for features that offer comprehensive support for both the operational and relationship-building aspects of your business. Key features should include:
A CRM for investors ensures personalized, timely, and efficient communication. It 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, 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 manage your relationships, and generate reports to gain valuable insights into your performance. Plus, NetHunt CRM for investor relations natively integrates with multiple tools, such as Google Workspace, social media, messengers, and VoIP services for a smooth experience.
An investor relations CRM optimizes your outreach efforts, helps you track investor engagement, and automates follow-ups. It 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, you can focus on high-priority prospects and close funding rounds more efficiently.
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Request a personalized product demo with our product expert
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.
