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Fundraising

Fundraising

Get organized, track tasks and convert strategy into action so you can focus on telling your  story and expanding your mission.

Manage every part of your fundraising activities
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Know
Your Audience

Understand your place – and the opportunities - in the market, analyze competitors,  define your selling points and even identify targets to hear your pitch.

Build &
Manage Relationships

Create meaningful connections with donors, customers and investors. Share your story, stay in touch, plan touchpoints and manage activities.

Establish Processes
For Your Purpose

Start strong and stay organized, whether you're a non-profit working with donors or a startup pursuing a fresh round of capital.

Manage
Deal Flow

Manage an "always on" deal flow from the first interaction through deal close. See how SmartSuite's solutions help simplify life not only for fundraisers, but for donors and investors providing the funds.

How SmartSuite Works for Your Team

SmartSuite unites your information, processes and collaboration tools. See how our key features can be used to help your team reach its goals.

Visualize your pipeline

Slice and dice fundraising data to track leads. Drill into every stage of your pipeline to keep closing funds.

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Be responsive

Attack top priorities as they bubble up with integrated task management, escaping the reality of limited time and resources to ensure your fundraising engine keeps running.

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Stay productive

Amplify your reach with one-click integrations to calendar management, video conferencing, messaging and other productivity tools.

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Simplify teamwork

React to your team's needs in real-time. Consult on deal points, offer guidance and cultivate a collaborative culture.

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Add automation

Trigger easy actions to automate your fundraising process. Make the closing process run smoothly and make it easy to do business with you.

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Explore All Features

Fundraising

Keep an eye on your market dynamics by categorizing and analyzing the competitors in the space you play

Competitor Analysis

Keep an eye on your market dynamics by categorizing and analyzing the competitors in the space you play. Choose any metric you want to track and build out records as you see fit.

Keep an eye on your market dynamics by categorizing and analyzing the competitors in the space you play
Track prospective deals, company profiles, contacts and lead sources. Assign team members to deals and manage all your transactions in one central space.

Venture Deals & CRM

Track prospective deals, company profiles, contacts and lead sources. Assign team members to deals and manage all your transactions in one central space.

Track prospective deals, company profiles, contacts and lead sources. Assign team members to deals and manage all your transactions in one central space.
Track friends, family, coworkers, advisors and more

Personal CRM

Are your contacts a mess? Clean up your contacts and get better at cultivating relationships. Track friends, family, coworkers, advisors and more.

Track friends, family, coworkers, advisors and more
Capture details on your different donors and take care of the people who are essential to your political campaign's success

Donor CRM

Donors are special. Capture details on your different donors and take care of the people who are essential to your political campaign's success.

Capture details on your different donors and take care of the people who are essential to your political campaign's success
Raise capital and manage your investment pipeline

Fundraising CRM

Get relief with an easier way to raise capital and manage your investment pipeline. Startup founders on the venture-backed path can close more conveniently than ever.

Raise capital and manage your investment pipeline
Track pitch decks for tailoring your story to external audiences

Company Story

Get your entire company telling the same story by documenting your mission, vision and core values. Track pitch decks for tailoring your story to external audiences.

Track pitch decks for tailoring your story to external audiences
Create and maintain revenue targets, operational expenses and key assumptions at the company, department or team level

Plans & Budgets

Translate rolling company strategic plans into profit. Create and maintain revenue targets, operational expenses and key assumptions at the company, department or team level.

Create and maintain revenue targets, operational expenses and key assumptions at the company, department or team level
Track the highest-level corporate documents and financial information

Company Documents

Track the highest-level corporate documents and financial information. Organize formation documents, company operating agreements and periodic financials. Ideal for startups.

Track the highest-level corporate documents and financial information

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Coming Soon !

Our awesome native apps are coming along and will be published really soon !

Will be available by January 1, 2022