Pipeline
Customer relationship management platform for venture capital.
| Date | Investors | Amount | Round |
|---|---|---|---|
| N/A | €0.0 | round | |
N/A | Seed | ||
| Total Funding | 000k | ||
Pipeline.io offers a specialized Customer Relationship Management (CRM) platform designed for the venture capital industry. The company was founded by investors who, after managing over 75 private investments, identified a need for a more efficient workflow than spreadsheets and email. This experience led them to create a tool focused on deal flow management, contact management, and portfolio monitoring.
The platform's primary clients include VC funds, syndicates, family offices, and individual investors. It operates on a subscription-based business model, offering a two-week free trial followed by a monthly fee per user. The service aims to centralize investment data and streamline processes such as tracking deals, managing contacts, setting reminders, and handling emails to allow investors to focus more on interacting with founders.
Key features include a Kanban board for visualizing deal progress, data enrichment through integrations with platforms like Crunchbase, custom statuses and checklists for deal evaluation, and analytics to provide a high-level view of the deal pipeline. The system also allows for portfolio tracking, task management, and team collaboration with controlled permissions. The company operates as a remote team with a presence in San Francisco and across North America.
Keywords: venture capital CRM, deal flow management, portfolio tracking, investor tools, contact management, syndicate management, family office software, angel investor CRM, investment pipeline, deal sourcing, due diligence tracking, startup evaluation, VC analytics, investment management software, fundraising management, LP management, deal flow automation, venture capital workflow