Nautis Fundraising CRM

7.0easy start · #2of 25
in Investor Relationship Management Software

Free to practise onyes
Well documentedyes
Runs where you workno

Runs on Web. Paid plans from $49/mo.

Nautis Fundraising CRM is ranked #2 of 25 in investor relationship management software on The Geeks Club. It runs on Web. There is a free plan. Paid plans start at $49/mo.

Nautis Fundraising CRM plans and pricing

All plans

Free Free forever limited features · Contacts 25 · Data Rooms 1 · Credentials Vault 25 · Notes 5 · Business Plans 1 · Milestones 1 getnautis.com · 8 Oct 2026

Launch $49/mo $49 per month Solo Founder · Contacts 500 · Data Rooms 5 · Credentials Vault 50 · Team Members 5 · Notes 100 · Business Plans 5 · GTM Planner 5 · Milestones 5 getnautis.com · 8 Oct 2026

Voyage $99/mo $99 per month mid size startup · Contacts 1,000 · Data Rooms 10 · Credentials Vault 100 · Team Members 10 · Notes 250 · Business Plans 10 · GTM Planner 10 · Milestones Unlimited getnautis.com · 8 Oct 2026

Fleet $129/mo $129 per month Big startups · Contacts Unlimited · Data Rooms 25 · Credentials Vault Unlimited · Team Members 25 · Notes Unlimited · Business Plans 25 · GTM Planner 25 · Milestones Unlimited getnautis.com · 8 Oct 2026

Compared on investor relationship management software

Free plan: No
Contact limit: 500
Deal pipeline: Yes

Best Nautis Fundraising CRM alternatives

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Relate Fundraising CRM Lesson 18.0 Visible Lesson 37.0 CAPLINK CRM Lesson 46.9 Dealtable Lesson 56.9 Clienteer Lesson 66.8 OpenVC CRM Lesson 76.8

The record

Purpose: Fundraising CRM is an investor pipeline where a founder creates a round for a raise and tracks investors as deals from first contact through committed capital.
Round pipelines: Each fundraising round has its own stages, target, and progress meter.
Custom stages: The default Lead, Contacted, Meeting, Term Sheet, Committed, and Passed stages can be edited per round.
Deal records: Each deal can hold notes, meetings, comments, files, and a full activity log.
Access controls: Round-level shared access limits private deals to the creator, listed collaborators, and organization admins.
Dashboard: The round dashboard shows deal counts, committed and passed amounts, total raised, target progress, and an oversubscribed badge.
Add investors: Investors can be added from Nautis Find Investors or by importing the user's own list.
Email limitation: Nautis logs outreach and can draft messages, but investors are emailed through the user's normal email tool.
Integrations: Nautis lists Slack, Notion, Linear, GitHub, Gmail, and a catalog of 1,000+ tools for AI agent integrations; write actions require user approval.
Security: Nautis's privacy policy states it uses AES-256-GCM encryption at rest for sensitive data, TLS/SSL in transit, bcrypt password hashing, TOTP two-factor authentication, and role-based access controls.
AI data: The data processors page says prompts and document content are processed per request by AI providers and are not used for model training.
Support: Nautis lists customer support at [email protected] and says most inbound messages receive a response within one business day.
Audience: The maker identifies founders raising actively, teams co-running outreach, and investors or advisors helping a portfolio raise as users of Fundraising CRM.
Price from: $49/mo

Where it ranks on The Geeks Club

Best Investor Relationship Management Software in 2026#2 of 25

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Sources

getnautis.com/features/fundraising/fundraising-crm· checked 8 Oct 2026
getnautis.com/help-center/ai-and-agents/integrations· checked 8 Oct 2026
getnautis.com/privacy-policy· checked 8 Oct 2026
getnautis.com/data-processors· checked 8 Oct 2026
getnautis.com/contact· checked 8 Oct 2026
getnautis.com/pricing· checked 8 Oct 2026