This task can be performed using Fundspark
AI Copilot for Fundraising
Best product for this task
FundSpark helps founders find the right investors, automate outreach, track engagement, and manage their fundraising pipeline. It also streamlines due diligence, cap tables, and investor updates. For investors, FundSpark filters startups based on their thesis, organizes deal flow, and speeds up due diligence. It tracks portfolio performance, simplifies LP reporting, and handles fund admin—so they can focus on making great investments.
What to expect from an ideal product
- Sends automatic monthly or quarterly updates to all investors with key metrics and milestones
- Keeps your cap table organized by tracking ownership, dilution, and valuations in real-time
- Manages all investor documents in one place, including term sheets and share certificates
- Creates custom investor reports with financial data, KPIs, and progress updates in minutes
- Handles routine investor communications and follow-ups through built-in messaging tools
