The fundraising CRM that runs your raise
A fundraising CRM tracks investors through your raise — from first intro to term sheet — in one place. WorkToDo does this as a goal: create a “Raise seed round” goal with stages, add investors as contacts, and after each call talk to the app to capture the next step and deadline automatically. Each morning you get a queue of which investors to follow up with.
By Ashmil Hussain · Published Jun 24, 2026 · Updated Jun 24, 2026
Why a spreadsheet breaks during a raise
A raise starts simple: a tab with names, a column for status, a few notes. By week three you have forty conversations at different stages, intros you forgot to thank people for, and three investors waiting on a follow-up you can't remember promising. The spreadsheet never reminds you of anything — it only shows you what you already typed, and only if you kept it current. Most founders don't, because updating a spreadsheet right after a stressful pitch is the last thing you want to do.
A fundraising CRM fixes the part a spreadsheet can't: it remembers the next step for you and tells you who's overdue, so the raise moves on momentum instead of memory.
Track every investor by stage
In WorkToDo your raise is a goal — “Raise seed round” — with the stages an investor moves through: Researching → Intro'd → Met → Diligence → Committed. Every investor is a contact under that goal, sitting at exactly one stage. At a glance you see how many conversations are live, where each one is, and which are stuck — the pipeline view a spreadsheet only fakes with colored cells.
Add investors manually, or import your list from Gmail or Outlook and link them to their firms so the whole list lands in the goal at once.
Capture meeting notes by voice
The most valuable two minutes of a fundraise are right after a call — and the worst time to type. Instead, talk to WorkToDo: “Good call with Priya at Acme, she wants the data room and a follow-up next Tuesday.” The AI extracts the contact, the action, and the deadline and files them under the raise. No form, no manual status update — the conversation becomes the record.
Never miss an investor follow-up
Raises are won and lost on follow-through. WorkToDo gives every investor a dated next action and rolls them into a daily queue: this morning, these three investors are due. A daily email digest sends the same view, so even on a heads-down build day you know exactly who needs a nudge before they go cold.
Keep your raise private
Your investor list and notes are sensitive. WorkToDo deliberately does not record your screen, and the calendar and meeting-recording features are opt-in — so the data you keep on a raise stays yours.
Frequently asked questions
- What is a fundraising CRM?
- A system for tracking investors through your raise — who you've talked to, what stage each conversation is at, and the next step. WorkToDo runs this as a goal with stages, so your whole raise is one view, not a spreadsheet.
- How do founders track investors during a raise?
- Give every investor a stage and a dated next action. In WorkToDo you set up a "Raise round" goal, add investors under it, and capture the next step by voice after each call so nothing slips.
- Can I import my investor list from a spreadsheet or Gmail?
- Yes — import contacts from Gmail and Outlook and link them to organizations to move your list into the fundraising goal.
- How is this better than a spreadsheet?
- A spreadsheet doesn't remind you to follow up, loses context after meetings, and needs manual updates. WorkToDo captures follow-ups from voice and surfaces a daily queue.
- Is it free for fundraising?
- Yes — free during early access. A $50 lifetime Day 0 Founders plan (first 50 people) is the only paid option.