# Your fundraising CRM

> Track every investor in your round on a board or a table, with stages, cheque sizes, notes, meetings and contacts, at my.delsivo.app. Only you see it.

Source: https://delsivo.com/help/fundraising/your-fundraising-crm · Updated 2026-11-06

## Key takeaways

- Your fundraising CRM lives in the founder hub at my.delsivo.app, signed in with your Delsivo account.
- Each round has a pipeline of investors in stages, shown as a board you drag cards on or as a table.
- Click an investor to open a side panel with Overview, Activity, Notes, Meetings and Contacts.
- Every stage move is kept in the investor's Activity, and you can undo a move from the message that appears.
- Funds never see your CRM, your notes, your other investors or your round terms.

Your fundraising CRM is in the founder hub at **my.delsivo.app**. Sign in with your Delsivo account, open **Rounds**, pick a round and go to **Pipeline**. Every investor you talk to is a card in a stage, from first contact to money in the bank. Only you can see it.

## Find your way around

| Menu | What it's for |
|---|---|
| **Home** | Your open round: committed against target, next steps, suggestions from funds and recent updates |
| **Rounds** | Every round you've created. Each has **Overview**, **Pipeline**, **Closing** and **Terms** |
| **Applications** | Applications you sent through Delsivo portals, with each fund's status |
| **Funds** | The fund directory and the funds you're connected to |
| **Profile** | Your saved company profile and materials |
| **Settings** | Your account, connected funds and sign out |

On a phone, tap the menu button at the top left.

## Add investors

1. In **Pipeline**, tap **Add investor**.
2. Enter the firm or investor name. Add the partner you talk to, the investor type, the stage, cheque size, priority, source, who introduced you and an expected close date if you know them.
3. Tap **Add investor**. The card lands in its stage.

Keeping a list in a spreadsheet? See [Importing investors](/help/fundraising/importing-investors).

Applications you send through a Delsivo portal join your open round by themselves. See [How fund statuses appear in your CRM](/help/applying/fund-status-in-your-crm).

## Move investors between stages

- **Board:** drag a card to another stage. With a keyboard, press Space to pick a card up, the arrow keys to move it, and Space to drop it.
- **Table** or the side panel: choose a new **Stage** from the list.

A message confirms the move, with **Undo**. Moving an investor to **Passed** asks why first; the reason is kept on the investor so you can learn from it and revisit later. Every move, including an undo, is listed in the investor's **Activity**.

## Board and table

Switch with **Board** and **Table** above the pipeline. Use the search box for a firm, partner or tag, and **Filters** for stage, priority, investor type and source. The table also has **Sort by**: board order, firm A to Z, largest cheque, most likely, closing soonest or recent activity.

To keep a set of filters, open **Views** and choose **Save current view**. Pick a saved view from the same menu to apply it.

Keyboard shortcuts on the pipeline: **n** adds an investor, **b** shows the board, **t** shows the table, **/** jumps to search.

## The investor panel

Click a card or a firm name to open its panel. The link in your address bar opens the same investor, so you can bookmark or share it with yourself.

| Tab | What's there |
|---|---|
| **Overview** | Stage, cheque size, commitment, probability, expected close, priority, source, introducer, tags and the **Lead investor** switch. Tap **Save changes** |
| **Activity** | Every change, newest first: added, stage moves with reasons, notes, meetings and commitments |
| **Notes** | Private notes, newest first |
| **Meetings** | Calls and meetings you log, with notes and a next step. Upcoming ones show on Home |
| **Contacts** | The people you talk to at the investor, with email and LinkedIn. Mark one as the main contact |

If the same investor was changed in another tab, saving says **This investor changed in another tab. Refresh to see the latest.** Refresh and make your change again.

**Remove** in the panel deletes the investor with its notes, meetings, contacts and history, after you confirm. A fund linked to an application you sent on Delsivo can't be removed, because it would come back with the next status update; use **Mark as passed** instead.

## Frequently asked questions

### Can a fund see my CRM?
No. Funds see only what you send them on their own portal. They never see your stages, notes, other investors, probabilities or round terms.

### What does probability do?
It weights the investor's cheque in your weighted pipeline. Leave it blank to use the stage's default, shown under each stage name on the board.

### What does Lead investor do?
It marks the investor setting terms for your round. The round's steps and closing checklist count a named lead.