Just CC us and watch your fundraising pipeline fill itself

CC ir@roundraiser.com on your investor emails and we'll automatically populate a spreadsheet with conversation summaries, track stale conversations, and organize your entire fundraising pipeline.

Stop losing investors to poor organization

Before: Missed emails buried in your inbox
Forgotten follow-ups that kill momentum
Unclear who signed CDAs or has data room access
Manual tracking in clunky CRMs that nobody updates
Lost context on conversation history
With Roundraiser: Every email automatically captured and summarized
Smart alerts for stale conversations
Clear visibility into document status and access
Seamless spreadsheet that updates itself
Augment with your own custom data fields
✨ All seamless. Just CC us and watch the magic happen.

Everything happens automatically

Just CC us on your emails and watch your fundraising pipeline organize itself

Our AI-powered system handles all the tedious work so you can focus on closing deals.

Easy integration – just CC an email: Simply CC our email address on your investor communications. We'll instantly parse, summarize, and organize every conversation in your spreadsheet.
Live Pipeline Spreadsheet: Your fundraising pipeline updates in real-time. See conversation summaries, response rates, and identify stale conversations at a glance.
Follow-up reminders: Never lose track of investor conversations. Our AI identifies stale threads, suggests follow-ups, and keeps your pipeline moving forward.
Email summaries: Get AI-powered summaries of every email thread. Understand investor sentiment, key concerns, and next steps without reading every message.