Key takeaways
- Planned for after the first release, inside the founder account at my.delsivo.app.
- Rounds hold terms for a SAFE, a convertible note or priced equity.
- Eight default stages, from Prospecting to Closed won and Passed, on a board or a table.
- Each investor opens in a side sheet with Overview, Activity, Notes, Meetings and Files.
- The CRM belongs to the founder. No fund can read it.
Planned feature: not in Delsivo yet, and details may change before it ships.
What the investor CRM for founders holds
Everything is organised by round. A round has a type, the instrument, a lead if there is one, the primary deck and a data room link. The valuation field follows the instrument: a cap for a SAFE or a convertible note, a pre-money valuation for priced equity.
| Instrument | Terms recorded |
|---|---|
| SAFE | Valuation cap, discount and whether it has an MFN clause |
| Convertible note | Valuation cap and discount |
| Priced equity | Pre-money valuation and the lead investor |
| Every instrument | Target amount, currency, close date, minimum cheque and jurisdiction |
Pipeline board and table
Each investor in a round sits in a stage. The defaults are Prospecting, Contacted, Engaged, In due diligence, Term sheet, Committed, Closed won and Passed, and founders can rename, reorder or add stages per round. The board lets a founder drag an investor from one stage to the next. The table shows the same investors with cheque size, commitment, probability, priority, source, next step and last activity, with sorting, filters and saved views.
Select several investors and a bar appears for bulk actions, such as moving them to a stage or tagging them.
The investor side sheet
- Overview: firm, lead partner, investor type, cheque size, commitment, probability, warmth and the next step.
- Activity: every stage change, note, meeting and file, newest first.
- Notes: the founder's own notes, never shared with the investor.
- Meetings: past and upcoming meetings with notes and follow-ups.
- Files: what was sent to or received from that investor.
The sheet opens over the board or table, so the founder never loses their place. People at each firm can be added as contacts.
Import, merge and team access
Founders can import an existing investor list from a CSV file, mapping columns to fields, and merge duplicates when the same firm appears twice. Importing from a pasted list with AI is planned for later. A founder can invite co-founders to a round as owner, editor or viewer, and comments appear only when a co-founder has been invited.
Applications made through Delsivo portals join the pipeline by themselves, with the fund's live status, as described in application status sync.
Who sees the CRM
Only the founder and the co-founders they invite. Funds never see a founder's CRM: not the notes, stages, other investors, probabilities, round terms or other applications. Delsivo is responsible for this data under its own privacy notice, separately from what each fund holds.