CRM Overview

Capvia's Fundraising CRM is purpose-built for startup fundraising — not adapted from a sales tool. It understands the unique workflow of raising capital: managing investment rounds, tracking investor opportunities through pipeline stages, and keeping a complete record of every interaction.

How it's organized

The fundraising system is built around three core concepts:

Investment Rounds

A Round represents a single fundraising effort. You might have a Seed round, a bridge round, and a Series A — each tracked separately with its own pipeline and metrics.

Each round includes:

Round name — A descriptive label (e.g., "Seed Round Q1 2026")
Target amount — How much you're looking to raise
Committed amount — Total investment committed so far
Status — Pending, In Progress, or Complete

Opportunities

An Opportunity connects an investor contact to a specific round. This is where you track the relationship — from initial outreach through to close or pass.

Each opportunity includes:

Contact — The investor's name, company, email, and phone
Pipeline stage — Where this investor is in your process
Investment probability — Your estimate of likelihood (0–100%)
Target investment amount — How much you expect from this investor
Assigned team member — Who on your team owns this relationship

People (Contacts)

The People section is your investor relationship database. Contacts can be associated with multiple rounds and carry their full activity history across your fundraise.

Adding investors to your pipeline

There are several ways to add investors:

Search existing contacts — When creating an opportunity, search your People database to link an existing contact
Create inline — Add a new contact directly from the opportunity creation modal with name, company, email, and phone
From People — Navigate to People to add contacts first, then associate them with rounds

When creating an opportunity, you'll select:

Which round the opportunity belongs to
The starting pipeline stage
The target investment amount (defaults to the round's minimum)

Activity tracking

Every touchpoint with an investor is logged in their activity feed. Activity types include:

Activity Type	Icon	Description
Email	Envelope	Email communications sent and received
Opportunity	Green circle	Pipeline stage changes and updates
Meeting	Calendar	Scheduled calls and in-person meetings
Note	Pink circle	Internal notes and observations
Contact	Person	Contact record updates
Document	File	Deck views and document sharing

Activities appear in a timeline view on each opportunity, with the most recent interactions at the top.

Opportunity detail view

Click into any opportunity to see a comprehensive view:

Header — Contact name, company, avatar, email, and phone with direct action links
Stage indicator — Current pipeline stage with color coding
Stage progress bar — Visual progress through your pipeline stages
Tabs — Switch between Activity feed, Emails, Notes, and Upcoming Events
Assignee — See and change who's responsible for this relationship
Investment details — Target amount and probability

Team collaboration

Opportunities can be assigned to specific team members. The assignee selector lets you delegate relationships across your team, so everyone knows who's handling which investor conversation.

Investor Tracking — Deep dive into contact management
Pipeline Management — Configure pipeline stages and track progress

Overview