Run your round in one place, with every fund's status in it
Rounds, investors, stages and a closing checklist, with every Delsivo application and its live fund status. Planned, and private to you.
- Founder account After first release
- Fundraising CRM After first release
- Fund directory After first release
- Done: Prepare
- Done: Target list
- Done: Outreach
- Done: Meetings
- Current: Lead and terms
- To do: Diligence
- To do: Close
$550k of $2M committed
28%Weighted pipeline $1.53M · Post-money SAFE · valuation cap $12M · minimum cheque $25k
Closing checklist (SAFE)4 of 5 done
Sample round. The company, investors and numbers are made up. Tick the checklist items.
One Delsivo account for every fund's portal
Fund portals live on many addresses, such as a fund's subdomain or its own domain. By design, one founder account at my.delsivo.app signs you in to all of them, the way "Sign in with Google" works across sites.
- 1
Sign up once
At my.delsivo.app or on any fund's portal. The same verified email is the same account everywhere, with an email code or a passkey and optional two-step sign-in.
- 2
Continue with Delsivo
On a fund's portal, sign in with your Delsivo account. You come back to that fund's portal already signed in, with a session that stays on that portal's address.
- 3
Consent once per fund
The first time with each fund, a Delsivo screen says plainly that the fund receives what you submit to it, and nothing else from your account.
- 4
Prefill, never auto-share
Fill a fund's application from your saved profile and deck. Each fund gets its own copy, and later edits to your profile never change what a fund received.
- Applied before your account existed, or with another email? Add that email, verify it, and those applications connect.
- Revoke a fund connection at any time: it signs you out of that portal, and the fund keeps what you already sent it.
- Sign out everywhere: signing out of your account can end every fund portal session at once.
- Delete your account and the CRM, saved profile and connections go with it. What funds hold stays with them, and you can send each a data request.
A round with its terms, by instrument
Each round records what you are raising and on what terms. The closing checklist follows the instrument you choose, so a SAFE round and a priced round don't share one generic list.
| Instrument | Terms you record | Closing items that follow |
|---|---|---|
| SAFE | Target amount, valuation cap, discount, most favoured nation clause, minimum cheque, close date, currency | A SAFE ready for each investor, signatures, funds received, cap table updated |
| Convertible note | Target amount, valuation cap, discount, minimum cheque, close date, currency | Note and subscription documents, signatures, funds received, cap table updated |
| Priced equity | Target amount, pre-money valuation, lead investor, jurisdiction, close date, currency | Term sheet, share purchase agreement and amended articles, approvals, filings after first close |
The round also links your primary deck and data room, and keeps one currency per round. Nothing here is legal advice: agree terms and documents with your lawyer.
Every investor on a board or in a table
Eight default stages from Nautis's investor CRM: Prospecting, Contacted, Engaged, In due diligence, Term sheet, Committed, Closed won, Passed. Click an investor to open the side sheet, or switch to the table.
Prospecting 1
Contacted 2
- Fund status: Interview requestedFund status changed. Move to Engaged?
- Fund status: Interview requested
Engaged 0
In due diligence 1
- Fund status: Information requested
Term sheet 1
Committed 1
Closed won 1
Passed 1
- Fund status: Decision made
Sample pipeline. Investors, cheques and probabilities are made up. Try Accept on the suggested stage.
Board and table
Move investors between stages on the board, or sort and filter in the table. Your choice of view is remembered.
Saved views and filters
Filter by stage, priority, source, investor type or fund status, and save the views you use every week.
Import from CSV
Bring an existing investor list with column mapping instead of typing it again.
Merge duplicates
The same firm added twice becomes one investor, with its notes, meetings and files kept.
Round summary
Committed against target, the weighted pipeline from each investor's probability, and conversion by stage.
Team access
Invite co-founders to the round as owner, editor or viewer. Comments appear when a co-founder is invited.
Each investor's history, without leaving the pipeline
The side sheet opens over the board or table, so you keep your place. It has five tabs.
| Tab | What it holds |
|---|---|
| Overview | Firm, lead partner, investor type, cheque size, commitment, probability, priority, source, expected close and the next step. Funds on Delsivo show their live status here. |
| Activity | Every stage move, status change, note, meeting and file, newest first, so you can see where each conversation stands. |
| Notes | Your own notes after each call. Co-founders you invite can read them. No fund ever can. |
| Meetings | Past and upcoming meetings with the people at that investor, with notes attached. |
| Files | What you shared with that investor and when: deck versions, the one-pager, data room links. |
Where the round stands, and what is left to close
Raise HQ is the round overview, copied from Nautis: a lifecycle stepper, committed against target and the closing checklist for your instrument.
Lifecycle
- 1. Prepare
- 2. Target list
- 3. Outreach
- 4. Meetings
- 5. Lead and terms
- 6. Diligence
- 7. Close
The current step is worked out from your pipeline and terms, for example a named lead moves you to Lead and terms. You can override it when you know better.
Closing checklist
- Terms agreed with the lead or first cheque
- Board and shareholder approvals recorded
- Investor eligibility confirmed for every cheque
- Instrument documents ready for each investor
- Side letters and pro rata rights logged
- Bank account and wire instructions verified
- Signatures collected from every committed investor
- Funds received
- Cap table updated with every instrument
- Regulatory filing after first close
- Closing update sent to investors
- Done: Prepare
- Done: Target list
- Done: Outreach
- Done: Meetings
- Current: Lead and terms
- To do: Diligence
- To do: Close
$550k of $2M committed
28%Weighted pipeline $1.53M · Post-money SAFE · valuation cap $12M · minimum cheque $25k
Closing checklist (SAFE)4 of 11 done
Sample round with every checklist item. Expected close dates and checklist items can send you reminders.
Every Delsivo application, with the fund's live status
Apply to a fund through its Delsivo portal, or from the fund directory, and the fund joins your active round as an investor with the source Delsivo portal.
Default fund statuses
- Fund status: Received
- Fund status: In review
- Fund status: Interview requested
- Fund status: Information requested
- Fund status: Decision made
Each fund can rename its statuses. The status is read-only and updates by itself. It is the same status the fund shows you on its own portal, never an internal stage, rating, note or reviewer name.
- Your own stage stays yours. When a fund's status changes, Delsivo suggests a stage, such as Engaged after Interview requested, and you accept with one click or ignore it.
- Waiting on you shows open requests, interview invitations with their expiry and NDAs to accept, on the investor card and in one panel.
- Open goes straight to that fund's portal, already signed in through your account.
- A fund can turn off status sync. The investor then shows that the status is shared on the fund's portal only.
Funds never see your CRM
Funds never see your CRM: not your notes, stages, other investors, probabilities, round terms or other applications.
Nothing flows back
Your notes, stages, probabilities, other investors and round terms never reach any fund.
No hint you applied elsewhere
A fund can't learn which other funds you applied to, or that you applied anywhere else.
Kept apart in the database
Your CRM is scoped to your account and each fund's data to that fund, with tests that check both directions.
Notifications you choose
Status changes and waiting items in the app first. Email digests are optional and off by default.
Two controllers, kept apart
Delsivo is the controller of your founder account, CRM and saved profile, under Delsivo's privacy notice. Each fund is the controller of what you submit to it, under the fund's notice, with Delsivo as its processor. The consent screen says so in plain words before you share anything with a fund.
A directory of funds that chose to be listed
The fund directory is open at delsivo.com/funds. Search by stage, sector, region, cheque size and fund type, then apply on the fund's own portal.
- Each listing shows the fund's thesis line, stages, sectors, regions, cheque range, fund type and whether applications are open.
- Funds write their own listings, and Delsivo staff review them for identity and accuracy before they appear. Listings are not endorsements.
- Apply goes to the fund's own portal, and the fund sees that you came from the directory.
- No rankings, no response-time scores and no claims about any fund's performance.
Questions about the fundraising CRM
Run a fund? Give founders one account
Delsivo is in design partner pilots with lean pre-seed and seed funds. Founders apply on your branded portal, and later bring one account to every fund on Delsivo.