How a CRM Can Help You Fundraise

Written By
Tania Benade-Meyer

How a CRM Can Help You Fundraise


For years, you've dreamed of launching your own business—a venture where you call the shots, dictate your schedule and contribute your unique talents to make the world a better place. However, for most entrepreneurs, realising this dream involves securing support from investors to build and scale their businesses. The process of fundraising, however, can be time-consuming, diverting valuable time and resources from building the very company you've envisioned.

Successful fundraising doesn’t only hinge on leveraging the right tools, but using a robust CRM can go a long way to help you to streamline efforts, let investors know you exist, stick to timelines and coordinate a host of moving parts.

Finding Investors

Finding the right investors for your startup requires careful consideration and research. A good CRM aids in this process by helping you create a targeted outreach list. Qualifying investors is as crucial as sourcing them. Research their average investment size, industry focus, engagement with startups, and other relevant factors. A CRM partner can assist in building and managing these lists, ensuring that you focus your efforts on investors aligned with your business model and goals.

Facilitating Introductions with Integrations

Your initial reach outs may happen on social media platforms like LinkedIn. Look for a CRM that offers integrations with social media, as well as workflow tools like 

A CRM like will help you to reach out to people who can fundraise your business on the platforms where they’re most active. Use multiple touch points to be certain to get a positive or negative response from them.

Outlining Sales Process

In the intricacies of fundraising, startups often make avoidable mistakes that can cost them both time and money. One common mistake is not mapping out your sales process for investors. Just as in customer sales, investors go through a journey. A great CRM facilitates this process, from qualifying and prioritising investors to pitch meetings, due diligence, legal stages, and successful closures.

Providing Investor Metrics

Investors need tangible proof of your business's viability before committing their support. A CRM like ensures you're well-prepared by providing quick access to essential investor metrics such as monthly recurring revenue (MRR), gross merchandise value (GMV), or pipeline value. Having these metrics readily available demonstrates your commitment and professionalism, instilling confidence in potential investors.

Effective, Personalised Communication

Poor communication with investors can be a deal-breaker. A CRM ensures you maintain a steady flow of communication across all stages of engagement. From creating awareness about your business to keeping investors informed during and after fundraising, can help keep you organised. Trying to navigate these crucial communication stages without a CRM system could lead to confusion, lost funding opportunities, and a disorganised approach.

A robust CRM like one supported by provides an investor’s relationship history in just a few steps. With the investor history at your fingertips, you can easily see when to reach back out again and set notes and reminders to maintain a detailed level of personalised communication.


In the realm of startup fundraising, time is of the essence, and efficiency is paramount. emerges as an invaluable ally, providing a cohesive solution to the challenges of finding and securing investors. By streamlining the fundraising process, offering insights through metrics, and facilitating effective communication, empowers entrepreneurs to spend less time on administrative tasks and more time building their businesses. With this comprehensive guide and by your side, you can embark on your fundraising journey with confidence and strategic precision.

Let’s see how we can work together to maximise your workflows and help you fundraise

To start a conversation with Mutherboard, call us today on +44 14 2360 9002 or contact us here and we will be in touch