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Scale

Your raise, run like a pipeline

Track every investor from first touch to wire, with stages, notes, and next steps that keep the round moving.

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01

Seven stages, named for how rounds actually close

Identify, Qualify, Reach Out, Meeting, Due Diligence, Term Sheet, Closed. An investor saved from the database lands at Identify and moves right as the conversation does.

02

A playbook on every stage

Each stage carries what to do while an investor sits in it — cut the list at Qualify, log every touch at Reach Out, keep the data room current at Due Diligence. The advice is attached to the stage, not buried in a guide.

03

Context on every investor

Notes, activity history, and who did what in one record, so the second meeting starts where the first ended.

More in Scale

All features
Find InvestorsSearch over a thousand investor funds by stage, sector, type, and location, then save the ones that fit straight into your pipeline.
Secure Data RoomsShare documents with investors by one link you can withdraw in one click, and see how often they have been opened.
AI Pitch Deck ScoringUpload your deck and get a slide-by-slide AI review: what each slide is doing, what to fix on it, and what is missing from it.
Deck AnalyticsShare your deck as a link instead of an attachment, and see who opened it, how long they stayed, and how far they got.
Financial ToolsRunway, burn rate, fundraising target, dilution, and valuation — worked out in the same workspace as the cap table they affect, and saved as scenarios you can come back to.
AI FeaturesAI in BildrX is a set of specific tools with specific jobs: chat over your equity data, deck scoring, and AI-assisted search across your workspace.
Investor & Portfolio ManagementLaunching soonInvestors, family offices and VCs see every portfolio company, stake and report in one dashboard.
White-Label PlatformsLaunching soonFor economic zones, venture studios, accelerators and incubators that manage and support companies at volume, on BildrX, under their own name.
API & Workflow IntegrationsLaunching soonA public API and integrations for the tools around your back office.

Free to start

Put investor crm to work today.

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