How fund statuses appear in your CRM
Every application you send through a Delsivo portal appears in your fundraising CRM with the fund's live status. Your own stages stay yours.
Every application you send through a Delsivo portal appears in your fundraising CRM at my.delsivo.app with the fund's live status. Open Applications to see them all, or your round's pipeline to see each fund as an investor. The status is the one the fund already shows you on its portal; your own stage stays yours to set.
Where applications appear
| Place | What you see |
|---|---|
| Applications | Every application, sent or not yet sent, with the fund's status, the date you sent it, what is waiting on you, and where it sits in your round |
| Your round's pipeline | Each fund you applied to, as an investor with the source Delsivo portal and a status chip |
When you send an application, the fund joins your active round in the Contacted stage (or the second stage of a round with different stage names). If you haven't started a round yet, Applications offers Go to rounds; once you create one, your applications join it.
The fund's status
The chip shows the status the fund set: Received, In review, Interview invited, Interview completed, Information requested, Not now, Decision made or Withdrawn, in the fund's own words if it renamed them. Hover or focus the chip for what it means. It updates by itself and you can't edit it.
You never see the fund's internal stages, scores, notes or who reviewed your application. Some funds share status only on their own portal; their chip reads Status on the fund's portal.
Suggested stage changes
When a fund's status points to a later stage, Applications shows a suggestion, for example: the fund is now Interview invited, so you are asked whether to move it to Engaged.
- Move to Engaged moves the investor. Undo in the message puts it back.
- Dismiss leaves the investor where it is.
Suggestions only point forward, and never out of a closed stage. Decision made, Not now and Withdrawn suggest nothing: the fund's message in its portal's Updates says what it decided.
Waiting on you
An application with an open request or an interview invitation shows requests waiting or Interview invitation, with the next due date. Click it to open the fund's portal, where you are signed in with your Delsivo account.
Frequently asked questions
Can the fund see my CRM?
No. Your notes, stages, other investors, probabilities and round terms are never visible to any fund, and a fund can't learn that you applied elsewhere.
I moved a fund to Passed. Will it come back?
The investor stays in Passed. Its status chip keeps updating, but no suggestion moves it out of a closed stage.
What if I disconnect a fund?
The application disappears from Applications and the status stops updating. The fund keeps what you sent it.
Something unclear or missing? Tell us