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The Deal Pipeline is your fundraising CRM: add the investors you’re talking to, move them through stages as conversations progress, and log every call, email and meeting along the way. Open it from the left sidebar or go straight to /dashboard/pipeline.

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Adding investors

1

Open the add dialog

Click Add Investor. You can search Caplia’s investor directory by name or firm, or click + Add Investor Manually to enter someone yourself.
2

Fill in the details

For manual entries, add a Name (required), plus Firm, Email, LinkedIn URL and Notes if you have them.
3

Choose a starting stage

Pick an Initial Stage of Cold, Warm or Hot, then click Add to Pipeline. Investors added from the directory start at Cold.
Caplia checks for duplicates, so adding the same investor twice simply points you to the existing entry. On paid plans you can also click Find Investors to browse the directory and add matches directly.

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Pipeline stages

Drag investors between columns on the board, or change the stage from an investor’s card. Closed deals sit in a collapsible Closed Deals section below the board. Switch between Kanban, List, Calendar, Reminders and Activity views using the tabs above the board. The cards at the top of the page keep a running count of Total Investors, Conversations, Active Deals, Pipeline Value and Terms Value.

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Ticket size

When an investor reaches the Hot or Term Sheet stage, Caplia prompts you for their expected Investment Ticket Size: the amount and currency they’re likely to invest. You can skip it and add or edit it later from the investor’s card. Ticket sizes power the Pipeline Value and Terms Value figures, and the ticket sizes of investors at Hot, Term Sheet or Closed Won also feed the Raised figure on an active funding round in your Cap Table.

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Logging interactions

Keep a record of every touchpoint so you always know where a conversation stands.
1

Open an investor

Click an investor’s card to open their detail view, with Overview, Activity, Reminders and Actions tabs.
2

Log the activity

Use Log Activity and choose an Activity Type: Email Sent, Email Received, Application Submitted, LinkedIn Connection, LinkedIn Message, Phone Call, Meeting, Pitch Deck Sent, Follow-up or Other.
3

Add the detail

Set the date, an optional duration for calls and meetings, and a Subject and Notes for context. Tick Set follow-up reminder to schedule your next step in the same go.
Every stage change, logged interaction and reminder appears in the Activity view, giving you a single timeline across your whole pipeline.

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Reminders

Set a reminder from any investor’s card so no conversation goes quiet.
  • Choose a Reminder Type, a Due Date and an optional time and duration.
  • Make it repeat with Recurrence (Optional): one-time, every 3 days, weekly, bi-weekly or monthly.
  • The Reminders view gathers everything due, with a badge showing overdue items. Mark reminders done, snooze them for a few days, or edit them as plans change.
  • Click Subscribe to Calendar to add your pipeline reminders to your own calendar app.
Investor cards also flag follow-up status for you, from recently contacted through to overdue, so a quick scan of the board shows who needs attention next.