CAPLINK CRM is a web-based investor relationship and fundraising pipeline tool for startup founders. It tracks investors through ordered fundraising stages and provides reporting on stage counts, inactive conversations and round momentum. Investor records can hold contact details, notes, meeting outcomes, deadlines, to-dos and communication history. Outreach campaigns can use pipeline contacts or saved investor lists, templates and personalization fields, with sent messages logged against contacts. The CRM page also lists AI-personalized mass outreach and real-time messaging with read receipts and message history tied to investor profiles. Organization members share pipeline data, contacts and interactions; appointed advisors can view the pipeline. CAPLINK connects the CRM with investor research, pitch deck sharing, a permissioned data room and Q&A, investor relations and cap table tools. Data room files can be connected from Google Drive or Dropbox, or uploaded directly. The Free Founder plan is listed at no cost and includes an investor database, startup profile and landing page, one shared pitch deck or company presentation, calendar integration and KPI dashboard. Pro Founder is 99.00 EUR per month or 999.00 EUR per year. The terms limit platform users to business entities, not consumers.
Who it is for
It is for startup founders managing fundraising relationships, as well as investors and advisors who work with them. The platform terms exclude consumers, requiring users to be business entities.
What is good
- Tracks investors through fundraising stages
- Stores meeting outcomes, deadlines and communication history
- Shares pipeline information with organization members and advisors
- Free Founder plan includes a KPI dashboard
What to know first
- Platform use is restricted to business entities
- Free plan allows sharing one pitch deck or presentation
Verdict
CAPLINK CRM organizes investor outreach and fundraising progress, with related modules for sharing materials and managing investor relationships. The free plan is limited in deck sharing, while Pro Founder is listed at 99.00 EUR per month or 999.00 EUR per year.
CAPLINK CRM plans and pricing
All plansCompared on investor relationship management software
- Free plan
- Yes
- Deal pipeline
- Yes
