Feature Index

A comprehensive list of all the features on our platform

Fundstack features include pipeline management, relationship management, and company data enrichment

Workflow and Pipeline Management

Drag and Drop Kanban Pipeline

Fundstack's drag and drop pipeline management tool makes it incredibly easy to manage and track your current pipeline.

Fully Customizable Profiles

Deal and Realtionship Profiles are fully customizable so you only see the information you need, when you need it.

Data Enrichment

Adding companies is as simple as entering their name. Fundstack eliminates data entry by auto populating and enriching your deal and relationship data.

Filters

Easily filter your profiles to just show just the deals, organizations and relationships you're interested in. Filters are easy to save and share.

Exporting

Fundstack's powerful export features let you export data into formatted Excel files or CSV.

Set Stage Time Limits

Avoid deal stagnation by setting time limits that notify you when a deal has been in a stage too long.

Require Comments

Ensure that a deal's history is fully documented by requiring a comment when a deal reaches certain stages.

Deal and Relationship Management

Rich Profiles

Rich company profiles with logos, descriptions, social links, geo-location and legal data.

Deal and Relationship Timelines

Each company and relationship has its own timeline, showing the full history of your relationship, interactions and documents.

Natural Language Tasks

Ensure nothing gets missed by creating and assigning tasks to colleagues using natural language.

Multiple Funds and Teams

Assign deals and relationships to multiple funds and teams.

Lists

Take organising to the next level with customizable company and contact lists.

Notes

Add rich-text notes to company and relationships.

Assign Owners

Assign deals to an owner and add team members to ensure the right people are kept up to date.

Track Deal Originations

Easily record and track deal origination, allowing you to leverage your most valuable relationships.

Automatic Funding Rounds

Keep track of funding rounds with automatically updated insights, funding types, valuations, and series.

Centralised Conversations

Start conversations with your colleagues in the company timeline keeping the whole team abreast and @tagging colleagues to notify them.

Email Integration

Full Integration

Full email integration available for all major email providers, including Gmail and Outlook.

Email Forwarding

Forward emails into Fundstack to attach them to companies and contacts.

Email Commands

Email commands allow you to easily change company statuses, assign to colleagues and create tasks when forwarding emails to the platform.

Automatic Email Linking

Fundstack automatically links emails to the relevant companies and people.

Attachment Capture

Attachments are automatically linked to the relevant companies or people and can added to their respective folders in your cloud storage.

Access Fundstack In Your Gmail Inbox

Access and update all key information from Fundstack without leaving your Gmail Inbox.

Onboarding, Migration and Support

Platform Customization

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.

User Onboarding Sessions

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.

Data Migration

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.

Ongoing Support

You'll get a dedicated relationship mananger, access to the whole team via email (support@fundstack.com), and use of our extensive support center.

Cloud Storage Integration

Fits To Your Workflow

Fundstack integrates seamlessly with Dropbox, Box, Microsoft OneDrive and Google Drive.

Automatic Organization

Files are automatically organised as companies move through your pipeline.

Centralised Source

All documents related to a company are stored centrally and accessible by the whole team whilst honoring privacy settings.

Integrations

Native iOS App

Never need to ask “have we seen this company” with our full-featured native iOS app.

Gmail Integration

Access Fundstack from your Gmail inbox.

Zapier Integration

Fundstack's Zapier app let you connect with 1000s of other tools.

Chrome Extension

Access, add, and search companies right from their website with our Chrome extension.

RESTful API

Fundstack has a fully featured RESTful API enabling further integration with outside tools or workflows.

Ready to get started?

Join the ranks of leading funds and see what Fundstack can do for your pipeline and relationship management.

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