Fundingstack
Fundingstack is a web platform for deal management and capital raising by VCs, investment bankers, funding advisors, and other deal makers.
What Fundingstack is
Fundingstack is a web platform for deal management and capital raising by VCs, investment bankers, funding advisors, and other deal makers. Its Investor CRM supports customizable pipelines, team collaboration, tasks, calls, to-dos, files, and email conversations. The investor database describes 216,000 global records, including venture firms, family offices, strategic investors, fund-of-funds, private equity firms, LPs, lenders, angels, and high-net-worth investors. Search filters include name or keyword, investor type, industry, and location, with contact details, prior deals, stage, and sector focus. Users can upload PowerPoint or PDF decks, share online copies, and track views and viewing duration. Investor updates and bulk email support templates, attachments, distribution lists, and tracking. The Virtual Data Room offers document permissions, watermarking, activity tracking, analytics, audit trails, session timeouts, and two-factor authentication.
Good
- 216,000-investor database
- Customizable investor pipelines
- Pitch-deck viewing analytics
- Bulk email with open tracking
- Virtual Data Room controls
Watch out
- No free plan
- Costs $250 per user monthly
- No refunds for unused cancelled periods
Who it suits
It suits VCs, investors, investment bankers, funding advisors, and other deal makers. Startups raising capital are directed to Foundersuite.com instead.
Verdict
Fundingstack combines investor records, fundraising communication, pipeline management, and controlled data sharing. Its per-user subscription and separate Data Room charge should be considered before adoption.
Plans and prices
From Fundingstack's own pricing page, checked 7 Oct 2026.
| Plan | Price | What it gives you |
|---|---|---|
| Virtual Data Room add-on | Priced on request | Add-on to the subscription; billing period not stated |
| Fundingstack | $250 a month | 1500 investors per pipeline · unlimited pipelines · Virtual Data Room is a 150$ add-on · per user per month; subscriptions run month-to-month and auto-renew until cancelled |
The facts
Each one read from Fundingstack's own pages, with the date it was checked.
What it does
- Bulk email
- The email tool sends personalized messages to multiple investors, supports attachments and templates, and tracks opens.checked 7 Oct 2026
- Cancellation terms
- Subscriptions may be cancelled at any time, but the pricing page says it does not issue credits or refunds for non-use or cancellation between billing cycles.checked 7 Oct 2026
- Data room controls
- The Virtual Data Room supports per-user document permissions, view-only or download access, watermarking, activity tracking and analytics.checked 7 Oct 2026
- Data room security
- The Data Room page lists role-based permissions, audit trails, session timeouts and two-factor authentication among its security features.checked 7 Oct 2026
- Data security
- The policy says customer data is stored on Heroku with a replicated PostgreSQL database and that data and transactions are encrypted.checked 7 Oct 2026
- Email integration
- Fundingstack’s terms and privacy policy describe a Google Workspace integration that lets users access email conversations inside the Investor CRM.checked 7 Oct 2026
- Investor CRM
- The CRM supports customizable investor pipelines, team collaboration, tasks, calls, to-dos, files and email conversations.checked 7 Oct 2026
- Investor database
- The investor database page describes 216,000 global investors, including VC firms, family offices, strategic investors, fund-of-funds, PE firms, LPs, lenders, angels and HNW investors.checked 7 Oct 2026
- Investor search
- Users can filter investor records by name or keyword, type, industry and location, and view contact details, prior deals, stage and sector focus.checked 7 Oct 2026
- Investor updates
- Users can create updates from templates or from scratch, distribute them using CRM and database lists, and track views and viewing duration.checked 7 Oct 2026
- Pitch decks
- Users can upload PowerPoint or PDF decks, share online copies and track who viewed them, how long they spent and when they last visited.checked 7 Oct 2026
- Purpose
- Fundingstack provides deal management and capital-raising tools for VCs, investment bankers, funding advisors and other deal makers.checked 7 Oct 2026
- Support
- The pricing page lists customer support, and the Help Center directs users with questions to an Intercom chat window.checked 7 Oct 2026
- Who it serves
- The company describes Fundingstack as a platform for VCs and investors, investment bankers, fractional CEOs and funding advisors, and says startups raising capital should use Foundersuite.com.checked 7 Oct 2026
The company
- Company history
- The company says Investor CRM launched under Foundersuite in 2016 and that Fundingstack spun out as a dedicated product in 2024.checked 7 Oct 2026
- Headquarters
- 415 Mission Street, 37th Floor, San Francisco, CA 94105, United Stateschecked 28 Sep 2026
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