The Fund Flow CRM allows you to centralize your investor database and track contacts through every stage of the fundraising pipeline — from first touch to active investor.
Adding a Contact
Navigate to Contacts
Click CRM > Contacts in the main sidebar.
Add New Contact
Click the + Add Contact button in the top right.
Enter Basic Details
Name & Email: Required for identity and investor portal login.
Tagging: Add tags like VIP, High Net Worth, or Family Office for easy filtering later.
Pipeline Stage: Set their current status in your fundraising funnel.
Investment Preferences
If known, enter their criteria to help match them with future deals:
Target IRR: Minimum return they are accepting.
Risk Tolerance: Conservative, Moderate, or Aggressive.
Asset Classes: Multi-family, Industrial, Office, etc.
Importing Contacts via CSV
Bulk-load your existing investor database without manual data entry. Each import batch supports up to 10,000 contacts.
Download Template
Click Import and download the CSV template to ensure your column headers match Fund Flow's expected field names.
Upload File
Drag and drop your filled CSV file onto the import panel.
Map Fields
Confirm that each column maps to the correct Fund Flow field (e.g., "Phone Number" → , "Investor Type" → ). Unmapped columns are skipped — no data is lost.
phone
contactType
Review & Confirm
A preview shows the first five rows. Resolve any validation warnings (duplicate emails, invalid phone formats) before finalizing the import.
Tip
Run imports in off-peak hours for large files. The system processes rows asynchronously and sends a completion notification when finished.
Custom Fields
Standard fields cover most use cases, but every firm tracks unique data. Custom fields let you capture anything — fund preference, referral source, accreditation expiry date.
Go to Settings > CRM > Custom Fields.
Click + Add Field and choose a type: Text, Number, Date, or Select.
Custom fields appear on the contact detail page and are available as segment filter criteria.
Note
Custom fields count toward your plan's field limit. Standard and Professional plans support unlimited custom fields.
Tagging System
Tags are free-form labels you apply to contacts for flexible grouping without rigid pipeline stages.
The pipeline gives every contact a clear position in your fundraising funnel. Stages progress from initial awareness through to long-term investor status.
Stage
Description
Prospect
Initial lead, no meaningful contact yet
Qualified
Verified accreditation and investment criteria match
Committed
Signed subscription agreement or formal commitment
Funded
Capital wired and deployed into a deal
Active Investor
Ongoing relationship with at least one live investment
Move contacts between stages by opening the contact detail page and selecting from the Pipeline Stage dropdown. The change is logged automatically in the activity history.
Pipeline Metrics
The Pipeline view (accessible from CRM > Pipeline) surfaces aggregate metrics across your funnel:
Conversion Rate: Percentage of Prospects who reach the Committed stage.
Time in Stage: Average days a contact spends in each stage before advancing.
Drop-off Analysis: Where contacts most commonly stall or go cold.
Use these metrics to identify bottlenecks — for example, a long average time in the Qualified stage may indicate your deal flow or IRR targets are not resonating.
Activity History
Every interaction with a contact is logged in a chronological activity feed on the contact detail page:
Emails sent and received (when Gmail is connected)
Pipeline stage changes with timestamps
Documents sent or signed
Notes added by team members
Deal associations created or updated
The activity feed gives your team a complete relationship history without switching between tools.
Linking Contacts to Deals
Associate a contact with one or more deals to track investment interest and commitments.
Open the contact detail page.
Scroll to the Deals section and click + Link Deal.
Search for the deal by name and confirm.
Once linked, the contact appears on the deal's investor list, and commitment amounts roll up to the deal's fundraising total. A single contact can be linked to multiple deals across different pipeline stages.
