Run your round with structure. Keep investor clarity after you close.

Move investors through defined stages. InvestiaFlow shares the right documents at the right time—then helps you run updates and board-ready reporting after the raise.

See post-raise workflow

AI-operated with human oversight.

InvestiaFlow CRM pipeline overview
📋

Kanban investor pipeline

Visual tracking with drag & drop

🔒

Stage-based permissions

Right docs at the right time

👁️

Engagement signals

Track views and downloads

Stop fundraising in spreadsheets and shared folders.

❌

Follow-ups get missed

❌

Sensitive docs shared too early

❌

No engagement signals

❌

Fragmented tools waste time

How it works

1

Upload documents once

Organize your pitch deck, financials, legal docs, and metrics in one place.

2

Define stage-based access rules

Set which documents each investor sees at each stage, with optional delays and automated emails.

3

Move investors through stages

When you move an investor to the next stage, access updates automatically—no manual sharing needed.

Everything you need to run your raise

📊

Kanban fundraising CRM

Visual pipeline with drag & drop, tags, and full history timeline.

⏰

Follow-up reminders

Visual flags when it's been more than 14 days without contact.

🔒

Stage-based data room

Per-document permissions that update automatically as investors move through stages.

⚡

Automations

Share documents and send emails when investors advance, with optional delays.

🚪

Investor portal

Email + 6-digit code access—no passwords. Professional, branded experience.

👁️

Engagement signals

Track views and downloads. Get in-app notifications when investors interact with documents.

👥

Teams & roles

Invite your team with roles (Owner/Admin/Editor/Viewer) and customize branding.

📈

Dashboard & export

Pipeline metrics, document analytics, and CSV export for reporting.

📤

Post-raise investor operations

Capture commitments, send updates, track metrics, export board packs.

See it in action

Pipeline board

Pipeline board

Visual Kanban with drag & drop, tags, and follow-up reminders—and commitment capture when a lead reaches Committed stage.

Rules & automations

Rules & automations

Configure stage-based sharing with delays and email notifications.

Investor portal & signals

Investor portal & signals

Investors access via email + code. You see views and downloads in real-time.

Built for security and reliability

Investor access via email + one-time code (no passwords)

Built on Firebase (Auth / Firestore / Storage)

Emails sent via Resend (investia.capital domain)

Post-Raise Investor Relations

Most tools end at the round. InvestiaFlow continues after you close.

Capture commitments

When a lead becomes Committed, record amount, date, and notes.

Investor updates

Draft structured updates, mark as sent, export as Markdown.

Monthly metrics

Save snapshots (revenue, burn, runway, growth) and add custom metrics.

Board pack export

Generate a Board Pack in Markdown combining metrics, pipeline, and latest update.

Structure does not guarantee outcomes. It improves clarity.

Pricing

Simple, transparent pricing

Now includes post-raise workflows: commitments, updates, metrics, board packs.

Prices in EUR. Cancel anytime.

Free

€0

First-time raise / getting organized

  • ✓Up to 10 investors/leads
  • ✓Basic pipeline board
  • ✓Data Room
  • ✓Document sharing automation
  • ✓Investor portal access
  • No personalization
  • No automated emails

Pro

Recommended
€35/mo

Serious raises with automation

  • ✓250 investors/leads
  • ✓Customizable pipeline
  • ✓Data Room
  • ✓Document sharing automation
  • ✓Investor portal access
  • ✓Personalized branding
  • ✓Automated emails

Frequently asked questions

InvestiaFlow combines CRM and data room functionality. While DocSend focuses on document sharing, we provide a complete fundraising pipeline with stage-based permissions, automations, and investor tracking—all in one platform.
Yes. You set per-document permissions based on pipeline stages. When an investor moves to a new stage, they automatically get access to the documents configured for that stage. You can also add delays before sharing.
Investors receive an email with a link to their portal. They enter their email and receive a 6-digit verification code—no password needed. Once logged in, they see only the documents you've shared based on their current pipeline stage.
Yes. When configuring automations, you can set a delay in days before documents are shared or emails are sent. For example, share financials 3 days after an investor enters Due Diligence.
Not required. InvestiaFlow is a complete solution with built-in CRM, data room, automations, and email. However, CSV export is available for data analysis in external tools if needed.
Yes. Invite team members with roles: Viewer (read-only), Editor (manage leads and documents), Admin (team management and branding), or Owner (full control). Team collaboration is included in the Pro plan.
Yes. Every view and download is tracked and displayed in the investor's profile. You'll receive in-app notifications when investors interact with documents, so you know when to follow up.
InvestiaFlow includes default stages: Target, First Contact, In Conversation, Pitch Shared, Due Diligence, Term Sheet, Committed, and Passed. You can customize these stages to match your fundraising process.
No. It also supports post-raise investor operations: commitments, investor updates, monthly metrics, and board pack exports.
No. InvestiaFlow provides structure and clarity; outcomes depend on many external factors.

Run your raise — and your investor relations — like a system.

Stop chasing investors manually. Start automating your fundraising process today.