# Running a round when every fund has its own portal

> Founders who manage a fundraising round across many investors need one view of who has the deck, who replied, what each fund asked for and what is left to close. Delsivo plans this for after its first release: one founder account for every fund portal on Delsivo, a private investor pipeline, each Delsivo application with the fund's live status, and a closing checklist. Founders never pay, and funds never see it.

Source: https://delsivo.com/use-cases/managing-a-fundraising-round · Updated 2026-11-06 · Planned, not available yet

## 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.

## 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

1. Set up the round: instrument, target, currency, minimum cheque, the deck and the data room link.
2. Import your investor list from a CSV file and put everyone in Prospecting, with how you will reach them.
3. Apply 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.
4. Both 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.
5. Waiting on you shows the interview invitation and its expiry. Open takes you to that fund's portal, already signed in.
6. At 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

What to prepare, and what Delsivo plans to keep for you

| 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.

## Frequently asked questions

### Do I need the founder CRM to apply to a fund on Delsivo?

No. Applying works with an email code on each fund's portal. The founder account and CRM are planned as an optional place to run the whole round.

### Can a fund see my other investors or applications?

No. Funds never see your CRM, your stages, your notes or where else you applied. They see only what you submit to them.

### Does Delsivo help me choose which funds to approach?

It gives no investment advice or fund rankings. A planned public fund directory lists funds that chose to be listed, with their thesis, stage and cheque size, and you decide.

## 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)
- [For founders](https://delsivo.com/founders)
- [Investor pipeline tracker](https://delsivo.com/templates/investor-pipeline-tracker)
- [Application status sync](https://delsivo.com/features/application-status-sync)