Nautis Fundraising CRM

Overview

Nautis Fundraising CRM is a web-based workspace for managing investors as deals through a fundraising round. It suits founders and small teams coordinating a raise, especially when collaborators need a shared record of investor activity. Its strength is round-level pipeline tracking; founders who want to send investor email from the CRM should look elsewhere.

Key features

Each round has its own stages, target and progress meter, keeping separate raises distinct. The default Lead, Contacted, Meeting, Term Sheet, Committed and Passed stages can be changed per round, so a team can align its pipeline with its own process. The dashboard summarizes deal counts, committed and passed amounts, total raised and target progress, and flags an oversubscribed round. That makes progress visible without conflating investor activity with committed capital.

Deal records bring notes, meetings, comments, files and an activity log together. Round-level access controls limit private deals to their creator, listed collaborators and organization admins, a useful boundary for teams sharing outreach. Investors can be added from Nautis Find Investors or by importing an existing list.

Nautis can log outreach and draft messages, but it does not send investor emails; users send them through their normal email tool. That is a meaningful limitation for founders who want a single system for both pipeline management and outbound communication. Integrations include Slack, Notion, Linear, GitHub and Gmail, plus a catalog of 1,000+ tools for AI agent integrations; write actions require user approval.

Nautis states that sensitive data is encrypted at rest with AES-256-GCM and in transit with TLS/SSL, with bcrypt password hashing, TOTP two-factor authentication and role-based access controls. Its data processors page says prompts and document content are processed per request by AI providers and are not used for model training. Customer support is available at [email protected], with most inbound messages receiving a response within one business day.

Pricing

Nautis has a free plan and paid tiers. The free plan is free, billed forever, but is limited to 25 contacts, one data room, 25 credentials vault entries, five notes, one business plan and one milestone. It is a constrained way to keep a small set of records, not a broad contact-management allowance.

Launch costs $49 a month, billed $49 per month, and is aimed at a solo founder. It includes 500 contacts, five data rooms, 50 credentials vault entries, five team members, 100 notes, five business plans, five GTM Planner items and five milestones. It is the entry paid tier, but the team-member and record caps may be tight for a raise involving more collaborators or a growing contact list.

Voyage costs $99 a month, billed $99 per month, and targets a mid size startup. It raises the limits to 1,000 contacts, 10 data rooms, 100 credentials vault entries, 10 team members, 250 notes, 10 business plans and 10 GTM Planner items, with unlimited milestones. It fits a team that has outgrown Launch but does not need unlimited contacts or notes.

Fleet costs $129 a month, billed $129 per month, and is aimed at big startups. It includes unlimited contacts, credentials vault entries and notes, 25 data rooms, 25 team members, 25 business plans, 25 GTM Planner items and unlimited milestones. The higher price is most relevant when those expanded limits matter; it does not remove every cap, since data rooms, team members and several planning items remain limited. A 14-day trial is offered. The free plan's contact cap is 25, while the listed contact limit for the product is 500; paid plan allowances vary by tier.

Platforms

Nautis Fundraising CRM is available on the web.

Who it's for

The best fit is founders actively raising who need to organize investors by round, track movement toward a target and keep a shared activity history. Teams co-running outreach and investors or advisors helping a portfolio raise are also among its intended users. It is less suitable for a founder whose priority is sending investor campaigns directly from the CRM.

Pros and cons

• Pros: Round-specific stages and targets keep separate raises organized and let teams adapt pipeline steps.
• Pros: Deal records, activity history and controlled shared access give collaborators a central view without making private deals broadly visible.
• Pros: The dashboard distinguishes committed and passed amounts and shows progress against the round target.
• Cons: Investor emails must be sent through a separate email tool, even though Nautis can log outreach and draft messages.
• Cons: The free plan's 25-contact cap and small record allowances limit its use for a substantial raise.
• Cons: Paid tiers still cap team members and several workspace items, so growing teams may need to weigh the higher limits against their specific needs.

Alternatives

For a broader shortlist, browse Investor Relationship Management Software.

• Relate Fundraising CRM is worth comparing if mobile or desktop apps matter: it supports Android, iOS, macOS, web and Windows, and its free Team Free plan includes unlimited contacts, 30-day email and note history, 10 guest invites and 250 enrichments plus pay-as-you-go.
• Clienteer is another paid alternative, with Android, iOS, macOS, web, Windows, API, extension and self-hosted platforms.
• CAPLINK CRM may suit founders seeking a free web option that combines an investor database with a startup profile and landing page, one shared pitch deck or company presentation, calendar integration and a KPI dashboard.
• Visible is a web option for teams that want investor recipients, pitch decks, pipelines and a data room in its free Starter plan; that tier is capped at 100 investor recipients, two pitch decks, two pipelines, one data room, 25 files and two users.
• Dealtable offers a free Starter plan, with paid upgrades adding AI research, team collaboration and unlimited deal tracking.
• Juniper Square is a paid alternative available on Android, iOS, web and API.
• OpenVC CRM is a web alternative whose free plan includes unlimited CRM, unlimited team members and unlimited deck analytics.
• Altvia is a paid alternative available on Android, iOS and web.

Verdict

Choose Nautis Fundraising CRM if you are raising actively and want round-specific investor tracking, deal records and a clear view of progress toward committed capital. Its collaboration controls and adaptable stages make it a focused workspace for founders and small teams. Look elsewhere if sending investor email inside the CRM is essential, or if the free plan's narrow contact and record limits are not enough.