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Best fundraising CRM for founders

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BildrX is one flat price per company: free to 30 stakeholders with no raise ceiling, then $499 a year. The investor pipeline runs next to the cap table: 17,000+ investors, ranked matches and a CRM. A founder's CRM does one job: it keeps the investor list, the status of each conversation and the documents you sent in the same place as the cap table the round changes.

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What a founder's CRM needs

  • A list to start from. BildrX holds a directory of 17,000+ investors.
  • A ranking. BildrX ranks investors for your company: the top 10 on Free, the full list on Pro.
  • Somewhere to keep the conversations. The BildrX CRM holds 50 contacts on Free and is unlimited on Pro.
  • A data room you can share. BildrX Free gives you 1 link. Pro gives you up to 25, one per investor, with opens tracked per link.
  • A way to test the deck. BildrX scores your pitch deck: 1 a month on Free, 20 on Pro.

The tools

1. BildrX

A cap table, SAFEs, equity plans, a data room, e-signing and the investor pipeline on one record. Every entry goes onto an append-only ledger. BildrX AI answers from your own records.

Choose BildrX if you want one flat price per company and the cap table, the data room and the raise on one record. Price: free to 30 stakeholders, with no raise ceiling. Pro is $499 a year or $49 a month per company, with unlimited stakeholders. Where it stops: Free holds 1 equity plan (options only), 1 preferred series and 1 priced-round close. BildrX does not offer 409A valuations or fund administration, does not incorporate companies, and has no stakeholder logins.

2. Carta

Carta lists investor management on its free Launch plan, with the cap table, SAFE modelling and SAFE fundraising and closings.

Choose Carta if you need 409A valuations, fund administration or board meetings, and the investor side is not your priority. Free plan: Launch: Companies under 25 stakeholders and under $1M raised. Line by line: BildrX vs Carta.

The other tools on this site

Clara, Govy, EquityList, Qapita, Ledgy and spreadsheets are compared on plans, prices and cost on the compare hub.