CRM investor relations
Accelerate your fundraising efforts with Pipedrive’s CRM
Without a dedicated system, nurturing long-term investor relationships can be challenging.
Pipedrive’s customer relationship management (CRM) system provides a single platform for personalizing engagement strategies and building a robust investor network.
See how Pipedrive helps startups and founders cultivate stronger investor relations (IR) and secure the funding they need to grow.
Full access. No credit card required.
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What to look for in a CRM for investor relationships
Optimizing your investor relations requires an IR CRM that can handle the nuances of fundraising and relationship-building. Look for these key features:
Custom pipelines: Log investor data like contact information and investors’ preferences in Pipedrive.
Activity calendar: Let your IR team plan, contact and follow up on investor activity using Pipedrive’s calendar.
Third-party integrations: Connect Pipedrive with key tools like financial reporting apps.
Pipeline tracking: Track where each investor is in the funding journey so you know when to reach out.
Pipedrive’s CRM for investor relations
Impress investors with AI-generated sales reports
When you’re trying to impress investors, it can get challenging to quickly pull together all the numbers they want to see.
Artificial intelligence (AI) powered CRM solutions create detailed reports highlighting your fundraising progress and key successes.
With Pipedrive’s AI, you can ask questions like, “How many deals did we win last quarter?” and receive data-rich reports that can demonstrate your performance and win investors.
Learn more about Pipedrive’s AI-powered CRM.
Capture and qualify investor leads with lead management features
It’s hard to tell which investors are worth spending time on when you have a long list of contacts.
Investor relations management CRMs help you score investor leads so you focus on the right prospects.
Use Pipedrive to capture investors from different sources. Organize and qualify investor targets in a special inbox before adding them to your main pipeline.
Learn more about Pipedrive’s lead management features.
Gain clear visibility into your fundraising pipeline with Pipedrive’s forecasting
Guessing how much funding you’ll secure in the coming months makes it difficult to make informed decisions for your startup.
Forecasting tools in a CRM help you predict how much money you’ll likely raise and when it will come in.
Pipedrive’s forecasting tools give you a reliable estimate of incoming investments, helping you manage your resources more effectively.
Learn more about Pipedrive’s forecasting tools.
Over 500+ integrations
Expand the capabilities of Pipedrive with hundreds of apps and integrations
How Pipedrive helped Planet42 streamline fundraising and sales
Planet42 was struggling to track its sales and private equity pipelines. It needed a clear way to manage its investor contacts separately.
Pipedrive’s CRM platform provided clear pipelines, allowing the team to focus on growing the investor side of the business. With Pipedrive’s investor relationship management tools, Planet42 quickly grew its equity pipeline to over 700 leads.
“My process is simple. I have a separate pipeline for investors we have talked to and those who aren’t interested at the time, and I just leave them there. Then, once we go fundraising again, I move them to the first pipeline again, and so on and so forth. I keep repeating the process and changing the pipeline based on their interest level.”
Store and access investor documents with Pipedrive’s Smart Docs feature
Pipedrive’s Smart Docs feature lets you create, send and track documents directly from your CRM. It’s included in Pipedrive’s Premium and Ultimate plans and is available as an add-on on Lite and Growth plans. Using this feature, you can:
Track investor engagement: Keep an eye on pitch decks or reports and when investors open them.
Secure e-signatures: Get legally binding e-signatures for term sheets or agreements and close deals faster.
Auto-fill documents: Pull deal data from your CRM to generate personal and effective communications.
Streamline sharing: Send important legal agreements or quarterly update filings directly from Pipedrive.