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Fundraising CRM for startups, built into Gmail

Track every investor through your raise in one pipeline, right in Gmail

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Used by founders at Y Combinator and Techstars companies and thousands of other teams.

Track your raise in an investor pipeline in Gmail

See where every investor stands and what needs to happen next, without leaving the inbox where you're already talking to them.

Streak AI pipeline builder generating a complete "Investor Tracking" pipeline from a plain-text description — with stages (Identified → Closed), custom columns (Investor Type, Potential Check Size, Interest Level, Fund Focus, Date of Last Email), and saved views (High Interest, Needs Push, Recently Active)

Streak Investor Tracking pipeline filtered to "Needs push — Nicolas" (Date of last email before 14 days ago, Interest Level = High, Assignee = Nicolas T), sorted oldest to latest, grouped by Stage — showing Northstar Ventures, Maple Growth Capital, Relay Angels, Horizon Seed Fund, Bluefield Capital, Cedar Hill Partners, and Launchpad Syndicate

Streak Investor Tracking pipeline showing an "Estimated Ownership" formula column — using a formula to calculate ownership percentage from Potential Check Size and Target Valuation — displaying values like 2.5%, 2.7%, 3.0% for each investor

Keep co-founders aligned without forwarding email

Give your team the full picture on every investor, with control over who sees what.

Streak investor box timeline for Relay Angels showing all emails, a stage change to "Discovery Call Completed", and an @mention from Adem Lane with Nicolas Wang's reply — giving the full team visibility into every investor relationship

Streak Investor Tracking pipeline sharing settings for ApexAI's team — CEO & Founder Bec Ferguson, Co-founder & CTO Adem Lane, Investor Relations Lead Nicolas Wang, and Head of Operations Owen Harding — with auto-share emails enabled

Streak investor record for Relay Angels (Pitch Deck Shared stage) with email thread "Following up on the deck" alongside deal details — Potential Check Size: $250K, Investor Type: Angel Group, Estimated Ownership: 1.5%, Date of Last Interaction: Jun 12, 2026 — with callout: "Automatically associate contacts and emails with the right investor record"

Keep investor conversations moving

Stay on top of follow-ups and know when investors are engaged.

Streak task list for investor follow-ups — "Send updated growth metrics" (Relay Angels, in 7h, Email), "Schedule customer reference call" (Northstar Ventures, in 12h, Call/Event), "Follow-up call after deck review" (Bluefield Capital, in 3d), "Follow up on diligence questions" (in 5d) — with grouped Tomorrow and Next week sections

Track every next step

Create tasks for investor follow-ups, partner meetings, diligence requests, reference calls, fundraising milestones, and more.

Email tracking

Know when an investor opens your email or deck, and follow up at the right moment.

Mail merge

Send personalized investor updates in one send, with custom fields like a per-investor intro line.

Streak automation: "Calendly event created" → "Box stage changed" → Slack notification in #Investor Tracking: "Relay Angels moved to [Call Booked], Assignee: Owen Harding, Potential Check Size: $250K, Investor Type: Angel Group"

AI automations

Post an investor update to your co-founders in Slack automatically when a conversation moves to a new stage.

Research your investors and cut data entry with AI

Streak AI reads your shared threads and performs web research so investor records stay current and ready before every meeting.

Streak AI Autofill populating the "Potential Check Size" column — Northstar Ventures $500K, Maple Growth Capital $1M, Relay Angels $250K, Horizon Seed Fund $750K — for investors in the Investor Tracking pipeline

Streak AI Autofill populating the "Investor Type" column — Angel Group, Venture Capital, Family Office, Corporate VC — for investors in the Investor Tracking pipeline

Streak AI "Ask" feature querying an investor box — "What are the remaining steps before Relay Angels moves into diligence?" — with an AI-generated answer: "Relay Angels has reviewed the pitch deck... Next steps: share updated growth metrics, provide customer references, schedule a data room follow-up"

Streak AI-generated investor summary for Relay Angels — showing overview (evaluating potential investment in ApexAI's $2.5M seed round), history, and next steps for the investor relationship

Frequently asked questions

What is a fundraising CRM for startups?

A fundraising CRM helps founders track investors, conversations, and stages through a capital raise. Streak runs inside Gmail, so you manage your raise next to the investor emails it lives in.

How do founders track investors during a raise?

Build an investor pipeline with a stage for each step, from intro to committed, and Streak keeps every email, note, and document attached to the right investor automatically.

Can I compare investor terms like valuation and dilution in Streak?

Yes. Formula columns let you calculate and compare valuation, dilution, and ownership across term sheets inside Gmail, so your numbers sit next to your conversations.

Can my co-founders see investor conversations?

Yes. Based on the permissions you set, co-founders can read the full history with an investor, even threads they weren't on, so your team stays aligned without forwarding email.

Does Streak's AI help research investors?

Streak AI runs web research on firms and investors, fills fields automatically, summarizes where each conversation stands, and answers questions from an investor's full history.

Your raising runs on Gmail. So should your CRM.

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Streak Investor Tracking pipeline in Gmail showing 12 Identified, 24 Initial Outreach, and 3 Intro/Warm Up stages — with Northstar Ventures (Developer Tools), Maple Growth Capital (Fintech), and Relay Angels (Healthcare) — accessible directly from the Gmail sidebar