A comprehensive list of all the features on our platform
Fundstack's drag and drop pipeline management tool makes it incredibly easy to manage and track your current pipeline.
Deal and Realtionship Profiles are fully customizable so you only see the information you need, when you need it.
Adding companies is as simple as entering their name. Fundstack eliminates data entry by auto populating and enriching your deal and relationship data.
Easily filter your profiles to just show just the deals, organizations and relationships you're interested in. Filters are easy to save and share.
Fundstack's powerful export features let you export data into formatted Excel files or CSV.
Avoid deal stagnation by setting time limits that notify you when a deal has been in a stage too long.
Ensure that a deal's history is fully documented by requiring a comment when a deal reaches certain stages.
Rich company profiles with logos, descriptions, social links, geo-location and legal data.
Each company and relationship has its own timeline, showing the full history of your relationship, interactions and documents.
Ensure nothing gets missed by creating and assigning tasks to colleagues using natural language.
Assign deals and relationships to multiple funds and teams.
Take organising to the next level with customizable company and contact lists.
Add rich-text notes to company and relationships.
Assign deals to an owner and add team members to ensure the right people are kept up to date.
Easily record and track deal origination, allowing you to leverage your most valuable relationships.
Keep track of funding rounds with automatically updated insights, funding types, valuations, and series.
Start conversations with your colleagues in the company timeline keeping the whole team abreast and @tagging colleagues to notify them.
Full email integration available for all major email providers, including Gmail and Outlook.
Forward emails into Fundstack to attach them to companies and contacts.
Email commands allow you to easily change company statuses, assign to colleagues and create tasks when forwarding emails to the platform.
Fundstack automatically links emails to the relevant companies and people.
Attachments are automatically linked to the relevant companies or people and can added to their respective folders in your cloud storage.
Access and update all key information from Fundstack without leaving your Gmail Inbox.
During the onboarding process we'll help you set-up your Fundstack account so it's customized to your firms pipeline management and relationship management and integrated with your existing tools.
Using Fundstack is beautiful, easy, and intuitive. Your team won't need much training but we'll walk everyone through the platform to ensure you get the most out of Fundstack from day one.
We will migrate your existing data into Fundstack, enriching and adding data points during the process. We have previously migrated from other CRMs like Salesforce, Affinity, and Sevanta DealFlow.
You'll get a dedicated relationship mananger, access to the whole team via email (email@example.com), and use of our extensive support center.
Fundstack integrates seamlessly with Dropbox, Box, Microsoft OneDrive and Google Drive.
Files are automatically organised as companies move through your pipeline.
All documents related to a company are stored centrally and accessible by the whole team whilst honoring privacy settings.
Never need to ask “have we seen this company” with our full-featured native iOS app.
Access Fundstack from your Gmail inbox.
Fundstack's Zapier app let you connect with 1000s of other tools.
Access, add, and search companies right from their website with our Chrome extension.
Fundstack has a fully featured RESTful API enabling further integration with outside tools or workflows.
Join the ranks of leading funds and see what Fundstack can do for your pipeline and relationship management.