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Fundraising is a sales process with very high stakes and very little time. A spreadsheet works for the first ten investors, then it starts to fall apart.
SalesPeep is built for sales teams, and a fundraise follows the same pattern: a list of prospects, stages, follow-ups and documents. You set up an investor pipeline that matches your round.
Track each investor on a Kanban board with stages like Researching, Intro, First Meeting, Follow-up, Due Diligence, Term Sheet and Closed. Each fund and partner has a record with every email, meeting and note.
Share your pitch deck, financial model and diligence documents through secure links instead of attachments. Access logs show who opened a file and when, and you can set links to expire.
Set reminders after every call so promised materials go out on time, and use email sequences for investor updates that stop when someone replies. The AI assistant can summarise long meeting notes and draft follow-up emails for you to review.
A clear process will not raise the round for you, but it helps you show up prepared to every conversation. Our guides cover how founders organise investor outreach and follow-up.
SalesPeep helps startups turn fundraising work into a visible process so they can spend less time chasing details and more time building relationships.
No. SalesPeep is a CRM that founders use to organise investor conversations. It does not include a cap table, an investor database to find new funds, or e-signature for closing documents. You bring your own investor list and use SalesPeep to track and follow up.
It helps you stay organised, follow up on time and see how your round is progressing. Whether a round closes depends on your company and your conversations, so we do not make promises about results.
Documents are shared through secure links that can expire, and every access is logged. Your workspace is kept separate and isolated from other organisations, and role-based permissions control what each team member can see.
Yes. The access log on a shared document shows when the link was opened. Email open and click tracking also shows engagement with your follow-up emails.
Yes. Add your co-founder as a team member so you share the same investor records, notes and history, and can assign follow-ups to each other.
Paste or add your meeting notes to the investor record and ask the AI assistant to summarise them. It can also draft a follow-up email based on what was discussed, which you review before sending.
You can start by creating your pipeline stages and importing your investor list. Many founders begin with a basic setup and add templates and sequences as the round moves forward.
Yes. The 14-day free trial gives you full access to every feature, with no credit card needed.
