Integrations
Keep your tools. Raise faster.
111 tools across inbox, calendar, CRM, deal room and metrics, read and written where they already live.
111 integrations
Investor CRM and relationships
AffinityInvestor CRM and relationshipsSync investor relationships, intros and deal stages
AttioInvestor CRM and relationshipsKeep investor records and pipeline stages currentHubSpotInvestor CRM and relationshipsLog investor contacts, emails and meetings
SalesforceInvestor CRM and relationshipsUpdate investor accounts and round opportunities
PipedriveInvestor CRM and relationshipsMove investors through your raise pipeline
DealCloudInvestor CRM and relationshipsTrack dealflow and LP relationships for funds
StreakInvestor CRM and relationshipsRun an investor pipeline inside Gmail
CloseInvestor CRM and relationshipsLog investor calls, emails and follow ups
CopperInvestor CRM and relationshipsKeep investor contacts in step with Google Workspace
Zoho CRMInvestor CRM and relationshipsUpdate investor leads, deals and notes
FreshsalesInvestor CRM and relationshipsTrack investor conversations and deal stages
Dynamics 365 SalesInvestor CRM and relationshipsSync investor accounts and opportunities
Email and calendar
GmailEmail and calendarDraft investor outreach and track replies
OutlookEmail and calendarSend investor emails and file responses
Google CalendarEmail and calendarBook investor meetings and hold time for follow ups
Outlook CalendarEmail and calendarSchedule partner meetings and pitch slots
Google ContactsEmail and calendarKeep investor contact details in sync
FrontEmail and calendarRoute investor email to the right teammate
MixmaxEmail and calendarSequence investor emails and see who opened
lemlistEmail and calendarRun personalised investor outreach campaigns
InstantlyEmail and calendarSend investor outreach at volume
SmartleadEmail and calendarManage investor outreach sequences and replies
Zoho MailEmail and calendarSend and file investor correspondence
Meetings and calls
ZoomMeetings and callsCreate pitch meeting links and pull recordings
Google MeetMeetings and callsAdd video links to investor meetings
GongMeetings and callsPull investor call insights into the pipeline
FirefliesMeetings and callsTurn pitch transcripts into notes and next steps
FathomMeetings and callsSummarise investor calls and log action items
GranolaMeetings and callsBring meeting notes into investor records
Read AIMeetings and callsCapture summaries from partner meetings
GrainMeetings and callsClip key moments from investor calls
FellowMeetings and callsShare agendas and follow ups for investor meetings
Documents, deal room and e-signature
DocuSignDocuments, deal room and e-signatureSend term sheets and SAFEs for signature
PandaDocDocuments, deal room and e-signatureGenerate and sign subscription documents
Dropbox SignDocuments, deal room and e-signatureCollect signatures on round documents
Adobe Acrobat SignDocuments, deal room and e-signatureRoute investment agreements for signing
signNowDocuments, deal room and e-signatureSend side letters and NDAs for signature
SignWellDocuments, deal room and e-signatureGet NDAs and term sheets signed
BoldSignDocuments, deal room and e-signatureSend closing documents for e-signature
Google DocsDocuments, deal room and e-signatureDraft memos, updates and data room documents
Google SlidesDocuments, deal room and e-signatureKeep pitch decks current with the latest numbersMicrosoft WordDocuments, deal room and e-signaturePrepare investment memos and agreements
GammaDocuments, deal room and e-signatureGenerate pitch decks and one pagers
File storage and knowledge
Google DriveFile storage and knowledgeOrganise the data room and share foldersDropboxFile storage and knowledgeShare diligence files with investors
BoxFile storage and knowledgeManage secure data room folders
OneDriveFile storage and knowledgeStore and share round documents
SharePointFile storage and knowledgeKeep fund documents in shared sites
EgnyteFile storage and knowledgeControl access to diligence filesNotionFile storage and knowledgeKeep raise plans, FAQs and investor notes
ConfluenceFile storage and knowledgePublish diligence answers for the team
CodaFile storage and knowledgeTrack raise tasks and investor answers in docs
Finance, accounting and payments
StripeFinance, accounting and paymentsPull revenue metrics into investor updates
QuickBooksFinance, accounting and paymentsPull financials for diligence and updates
XeroFinance, accounting and paymentsShare P&L and cash figures with investors
MercuryFinance, accounting and paymentsTrack runway and incoming wires
BrexFinance, accounting and paymentsReport burn from card and spend data
RampFinance, accounting and paymentsReport spend and burn by category
ChartMogulFinance, accounting and paymentsReport MRR, churn and growth
BaremetricsFinance, accounting and paymentsPull SaaS metrics for the data room
ChargebeeFinance, accounting and paymentsReport subscription revenue and retention
CodatFinance, accounting and paymentsConnect accounting data for diligence
Team communication
SlackTeam communicationPost investor replies and raise updates to channels
Microsoft TeamsTeam communicationShare raise progress with the team
Google ChatTeam communicationAlert the team to investor activity
WhatsApp BusinessTeam communicationMessage investors and send remindersTelegramTeam communicationSend raise alerts to a Telegram chat
DiscordTeam communicationShare updates with a community round
Company and investor data
CrunchbaseCompany and investor dataResearch investors, funds and past rounds
HarmonicCompany and investor dataFind startups and investor signals for dealflowLinkedInCompany and investor dataResearch partners and share raise news
ApolloCompany and investor dataFind and enrich investor contacts
ClearbitCompany and investor dataEnrich firms and contacts with company data
People Data LabsCompany and investor dataEnrich partner profiles and firm details
ProxycurlCompany and investor dataPull investor profile data
HunterCompany and investor dataFind and verify investor email addresses
RocketReachCompany and investor dataLook up partner contact details
LushaCompany and investor dataEnrich investor contacts with emails and phones
Forms and scheduling
CalendlyForms and schedulingLet investors book pitch slots
Cal.comForms and schedulingOffer booking links for investor calls
SavvyCalForms and schedulingShare meeting links that overlay calendars
Microsoft BookingsForms and schedulingTake investor meeting bookings
TypeformForms and schedulingCollect investor interest and pitch submissions
TallyForms and schedulingCapture soft commitments and founder applications
Google FormsForms and schedulingCollect investor questions and RSVPs
JotformForms and schedulingGather investor details and accreditation forms
Projects and productivity
AsanaProjects and productivityTrack diligence requests and raise tasks
monday.comProjects and productivityRun the raise plan on a board
ClickUpProjects and productivityAssign follow ups from investor meetings
TrelloProjects and productivityMove investors and tasks across a boardLinearProjects and productivityTrack diligence asks alongside product work
JiraProjects and productivityLog diligence requests for the team
Investor updates, newsletters and marketing
MailchimpInvestor updates, newsletters and marketingSend monthly investor updates
beehiivInvestor updates, newsletters and marketingPublish updates to investors and supporters
KitInvestor updates, newsletters and marketingSend updates to your investor list
MailerLiteInvestor updates, newsletters and marketingEmail updates to investors and prospects
LoopsInvestor updates, newsletters and marketingSend investor update emails
GhostInvestor updates, newsletters and marketingPublish fund and portfolio updates
WebflowInvestor updates, newsletters and marketingUpdate the investor page on your websiteX (Twitter)Investor updates, newsletters and marketingAnnounce the round and share milestones
AI models and assistants
OpenAIAI models and assistantsDraft outreach, memos and updates
AnthropicAI models and assistantsSummarise diligence documents and calls
Google GeminiAI models and assistantsAnalyse decks and data room files
PerplexityAI models and assistantsResearch investors and market sizing
Mistral AIAI models and assistantsClassify and summarise investor replies
OpenRouterAI models and assistantsRoute raise tasks to the best model
Automation and data
Google SheetsAutomation and dataSync the investor tracker and cap table models
AirtableAutomation and dataKeep an investor database in a base
Microsoft ExcelAutomation and dataUpdate financial models and trackers
SmartsheetAutomation and dataTrack raise workstreams in a sheetSupabaseAutomation and dataStore raise and dealflow data in Postgres