Frequently Asked Questions

Gatefund is a fundraising platform designed for startup founders and fundraising advisors. It helps you manage your investor pipeline, track interactions, maintain your cap table, and send professional updates — all in one platform.

Gatefund is built for startup founders and fundraising teams actively raising or preparing to raise. It works for pre-seed through Series B and beyond.

Sign up for free, create your workspace, and invite your team. You can import your existing investor list from CSV or start fresh. The onboarding wizard guides you through setup in under 3 minutes.

Gatefund is available in English, French, German, Spanish, and Italian. You can switch languages at any time from your account settings.

Affinity is built for venture capital firms tracking deal flow; Salesforce is a generic CRM requiring heavy configuration. Gatefund is purpose-built for the founder side of fundraising: it ships with pre-configured pipeline stages, cap table modeling, investor reports and email templates relevant to raising a round.

Gatefund integrates with Gmail and Outlook for email sending, Stripe for billing, and exports to CSV and XLSX. A public API and Zapier integration are on the roadmap.

Yes. The Free plan includes 1 workspace, 1 user, up to 50 pipeline entries, 1 round, and IR draft reports. No credit card required.

Growth (EUR 19/mo) adds unlimited pipeline, unlimited rounds, full IR reports, 500 emails/month, data exports, analytics, and access to the investor database. 60-day free trial included.

Yes. Upgrade instantly from your settings. Downgrades take effect at the end of your current billing period. You can switch between monthly and yearly billing at any time.

Yearly billing saves roughly 16-17% compared to monthly. We may offer startup program discounts — contact us to discuss.

Yes. The Free plan is permanently free with limited quotas. Growth includes a 60-day free trial. No credit card is required to start the Free plan or the trial.

Free plan users can reach support through the community forum. Growth plan includes email support with a 24-hour response time. Pro plan includes priority email support with a 4-hour response time during business hours.

Yes. Gatefund supports CSV import with an intelligent column mapper. You can import shareholders, holdings, rounds, and vesting schedules.

Common shares, preferred shares, convertible notes, SAFEs, BSA, BSPCE, stock options, and warrants. Each with specific parameters (cap, discount, vesting, cliff).

Yes. The dilution simulator lets you model new rounds with pre/post money valuation, compare multiple scenarios side by side, and export results as CSV.

All data is encrypted at rest and in transit. Your cap table data is isolated per workspace and never shared with third parties.

The IR module uses a block-based drag-and-drop editor. You can add KPI blocks, narrative text (rich editor), charts, and tables. Reports auto-save and support undo/redo.

Yes. Reports include open and click tracking. You can see who opened your report, when, and how many times from the activity dashboard.

Yes. You can upload your logo, set brand colors, and choose from report themes. Each report can have its own brand settings.

Reports can be shared via a unique link or sent directly by email from Gatefund with your configured email account.

Free plan: 0 emails. Growth: 500/month. Pro: 2,000/month. You can purchase additional email credits as an addon.

Yes. Connect your email account (SMTP or OAuth) to send emails from your own address. Replies go directly to your inbox.

Yes. Gatefund includes a template editor with 33 dynamic variables across 6 categories (contact, organization, round, user, workspace, date). Templates support multiple languages.

Yes. The email activity dashboard shows send status, opens, clicks, and bounces for every email sent through Gatefund.

Data is stored in PostgreSQL databases hosted on Supabase infrastructure in the EU (France). All data is encrypted at rest.

Yes. We process data based on legitimate interest (contract performance) and provide full GDPR rights: access, rectification, erasure, portability. See our Privacy Policy for details.

Yes (Growth/Pro plans). You can export contacts, organizations, interactions, cap table data, and reports as CSV or XLSX at any time.

Yes. You can delete your account from Settings > Danger Zone. This permanently removes your account and all associated data after a 30-day grace period.