Startup founders
Raise your round end-to-end with a single workspace covering pipeline, cap table, and investor updates.
- Visual investor pipeline
- Cap table modeling
- Branded IR reports
Full investor lifecycle
From first pitch to quarterly update
Six modules that cover fundraising and investor relations — raise your round, then keep your shareholders engaged.
Explore each module
Six integrated modules. Some run in parallel throughout your raise, others kick in at key moments — jump to any below.
Track every investor from first contact to close
A visual pipeline built for founders, not sales reps.
Gatefund's Kanban pipeline gives you a clear view of where each VC, family office, or angel stands in your process. Import your existing contacts via CSV, log every call and meeting, and move deals forward with bulk actions. Organizations, contacts, and interactions live in one workspace — no spreadsheet juggling.
- Visual Kanban pipeline with drag-and-drop across 5 stages (to approach, contacted, in discussion, term sheet, closed)
- Import 2,000+ contacts via CSV with a 21-column template and automatic column mapping
- Log calls, emails, and meetings as interactions — each tagged to a contact and organization
- Bulk actions on selections: assign owner, update stage, tag, export, soft-delete
- Multi-workspace support with per-member roles (owner, admin, editor, viewer)
- Deduplication by name and email during import prevents duplicate investor records
Used by fractional CFOs running 3+ rounds in parallel to keep every founder's pipeline in a separate workspace.
Model your equity with precision
Ordinary shares, preferred stock, BSPCEs, BSAs, SAFEs — all in one place.
Maintain an accurate, real-time cap table with support for every French and EU instrument type. Run dilution scenarios with the interactive simulator, schedule vesting with cliffs and accelerations, and view every equity event on a chronological timeline.
- Support for ordinary shares, preferred shares, SAFEs, convertible notes, BSPCEs, BSAs, stock options, and warrants
- Interactive dilution simulator with pre/post money, side-by-side scenario comparison, and CSV export
- Vesting schedules with cliff, monthly or quarterly frequency, and acceleration on change of control
- Timeline view of every round, share issuance, and conversion event
- CSV import wizard with intelligent column mapping for shareholders, holdings, and rounds
- Waterfall payout calculations at exit valuation — see who gets what
Used by seed-stage CEOs preparing Series A term sheets to pressure-test dilution before committing.
Keep shareholders informed after you close
Drag-and-drop editor, brand themes, PDF export, open tracking.
Once your round closes, the relationship is just beginning. Build professional investor reports with a block-based editor — KPI cards, charts, narrative text, tables, and images. Apply your brand theme, preview in real time, export to PDF, or send directly with open tracking per recipient.
- Drag-and-drop editor with 10+ block types: KPI card, narrative text, table, chart, image, divider, signature, and more
- Brand theme system with logo upload, 2-color palette, and 31 font choices — reusable across reports
- PDF export via server-side rendering — pixel-identical to the in-app preview
- Direct email sending to a shareholders list with open and click tracking per recipient
- Auto-save every 2 seconds, unlimited undo/redo, draft history
- Multi-period reports (monthly, quarterly, annual) with period selector and period-aware KPIs
Used by Series A founders to replace their Notion plus email monthly update with a branded, trackable report.
Emails, documents, and tracking — all in one place
33 dynamic variables, multilingual templates, follow-up rules.
Send personalized emails to investors with dynamic variables across 6 categories (contact, organization, round, user, workspace, date). Host your fundraising documents — pitch deck, financial model, term sheet — and share secure links with open tracking. Set inactivity-based follow-up rules that fire automatically.
- 33 dynamic variables across 6 categories for personalized templates in 5 languages (EN, FR, DE, ES, IT)
- Document hosting with secure sharing links, open tracking per recipient, and per-document analytics
- Automated follow-up rules triggered by contact inactivity (7, 14, 30, 60 days) — up to 5 rules on Growth
- Email quota tracking with 80% and 100% notifications; monthly reset, purchasable addon packs
- Connect your Gmail or Outlook via OAuth, or bring your own SMTP — replies go to your inbox
- Email activity dashboard with sent, opened, clicked, bounced states per email
Used by first-time founders to keep a consistent follow-up cadence across 60+ investor contacts without missing anyone.
Prepare for due diligence before investors ask
A searchable knowledge base of pre-approved answers.
Store every question asked by an investor with its date, tags, and attribution. Search across all rounds. When DD starts, export your pitch book to PDF in one click — your answers are already ready.
- Searchable Q&A database with full-text search across question, answer, and tags
- Tag and categorize by topic (traction, team, technology, legal, financials, market)
- Investor attribution via autocomplete — link each question to the contact who asked it
- PDF export of the full pitch book grouped by category, brand-themed
Your private space for deal strategy
Private notes, bidirectional sync with your workspace.
Keep private notes on investors, meetings, and deal strategy. Notes sync bidirectionally with your workspace — write privately first, then promote to the shared pipeline when ready. Perfect for strategy drafts you are not ready to share with the team.
- Private notes synced to your workspace — visible only to you by default
- Bidirectional sync — promote a private contact to the workspace in one click
- Personal views: my investors, my contacts, my interactions — independent from the workspace pipeline
- Cross-workspace sync on Pro: one notebook for all your companies
Built for
One platform, three kinds of raisers
Gatefund adapts to founders, advisors, and fractional CFOs — each with workflows tuned to how they actually fundraise.
Fundraising advisors
Manage multiple founders' rounds in parallel with clean separation, guest roles, and cross-workspace sync.
- Multi-workspace support
- Guest collaborator roles
- Shared templates across clients
Fractional CFOs
Juggle 3+ rounds across companies with cross-workspace sync, standardized cap tables, and quick-log interactions.
- Cross-workspace pipeline
- Unified cap table modeling
- Quick-log every call
Ready to raise smarter?
Join founders who close faster with Gatefund.
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