# An investor CRM for founders, built around the round

> Delsivo's investor CRM for founders is planned for after the first release, copied from the investor CRM in Nautis. A founder sets up a round with terms by instrument, adds investors, and moves each one through stages from Prospecting to Closed won or Passed on a board or in a table. Each investor opens in a side sheet with overview, activity, notes, meetings and files. Funds never see any of it.

Source: https://delsivo.com/features/fundraising-crm · Updated 2026-11-06 · Planned, not available yet

## 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.

## 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.

Round terms by instrument

| 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](https://delsivo.com/features/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.

## Frequently asked questions

### Is the founder CRM free?

Yes. Founders never pay for Delsivo. Funds pay for their workspaces.

### Can I track investors who don't use Delsivo?

Yes. Any investor can be added by hand or by CSV import. Funds that use Delsivo also show their live application status.

### When will the founder CRM be available?

It is planned for after Delsivo's first release. There is no date, and the design may change after design partner pilots.

## Related pages

- [How to manage a fundraising pipeline](https://delsivo.com/how-to-manage-a-fundraising-pipeline)
- [Fundraising CRM for founders](https://delsivo.com/fundraising-crm)
- [Raise HQ and the closing checklist](https://delsivo.com/features/raise-hq-closing-checklist)
- [One founder account](https://delsivo.com/features/founder-account)
- [Investor pipeline tracker](https://delsivo.com/templates/investor-pipeline-tracker)