Key takeaways
- Planned for after Delsivo's first release. Nothing here is available yet.
- One Delsivo sign-in works on every fund portal that uses Delsivo.
- Applications through Delsivo portals join the pipeline with the fund's own status.
- Investors outside Delsivo are tracked by hand or imported from a CSV file.
- The CRM is private to the founding team. Funds see only what is submitted to them.
Planned feature: not in Delsivo yet, and details may change before it ships.
Why it is hard to manage a fundraising round
A seed round often means talking to many investors at once. Some want a warm intro, some take applications on a portal, some send a form after the first call, and each has its own pace. The founder's picture of the round ends up split between an inbox, a spreadsheet, calendar invites and a handful of portal logins, each with its own requests and deadlines.
Funds that use Delsivo each run a branded portal on their own address. Without a shared account, every one of those is another sign-in and another place to check.
A week of the round, step by step
- 1Set up the round: instrument, target, currency, minimum cheque, the deck and the data room link.
- 2Import your investor list from a CSV file and put everyone in Prospecting, with how you will reach them.
- 3Apply to two funds on their Delsivo portals with Continue with Delsivo, filling each form from your saved profile and checking the answers before you submit.
- 4Both funds appear in the pipeline with the status Received. A day later one changes to Interview requested and Delsivo suggests moving it to Engaged, which you accept.
- 5Waiting on you shows the interview invitation and its expiry. Open takes you to that fund's portal, already signed in.
- 6At the end of the week, review the board: every investor has a next step, and committed against target shows the gap still to close.
Set-up a founder needs
| Item | Why it matters | Where it lives |
|---|---|---|
| Verified email and a passkey | Signs you in on every Delsivo fund portal | Your founder account |
| Saved company profile and deck | Prefills application forms on request | Profile and materials |
| Investor list | The starting pipeline for the round | CSV import into the round |
| Round terms | Instrument, target and minimum cheque shape every conversation | The round's settings |
| Co-founders | Shared work on the pipeline | Team access: owner, editor or viewer |
Limits to know before you rely on it
- Live status appears only for applications made through Delsivo portals, and only when the fund leaves status sync on.
- The status is the one the fund shows founders on its own portal. Internal notes, ratings and stages are never shown.
- Email and calendar sync are not part of the plan, so meetings and notes are added by hand.
- Raise HQ tracks closing steps. It doesn't draft documents, move money or give legal advice.
- It is planned, with no date, and the design may change after design partner pilots.