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Product Questions - Functionality: How can I use Capbase to streamline my fundraising process?


Nancy Thanki

Updated 01 September 2022

Traditionally, the fundraising process is like herding cats. Finding investors is its own sales process that can take a long time, and closing the round can be chaotic and time-consuming as well.

To make things easier for founders, we built an investor CRM to organize your fundraising process, from research and discovery to sending SAFEs and convertible notes for investors to execute.

By connecting to both the company and investor bank accounts, Capbase streamlines the fundraising process for both parties.

Instead of manually wiring money and sending signature blocks, investors can connect their bank account to Capbase. Then, when they’re invited to invest in a startup on our platform, the investor can simply authorize a wire transfer to the startup’s bank account to fund their investment, right after signing the deal docs.

On the startup side, this makes life much easier for founders who don’t have to send wire instructions to each investor or manually deal with the accounting for the payments from investors.

Visit our blog to learn more about fundraising:

Learn more about our features, check out our FAQs, and see our blog for more information.

Get in touch to learn more about Capbase or schedule a call to setup your brand new Delaware C Corp on Capbase! Do you already have a company incorporated elsewhere? Not a problem, send us a bit more info and we'll chat more about your specific needs!

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