Built for the way capital actually gets raised.
A CRM and workflow platform — not a marketplace. InvestorNurture organizes relationships and keeps follow-up on schedule.
Investor CRM
- Searchable, filterable investor table
- Investor type, accreditation, capacity and timeframe
- Preferred asset classes, markets and risk preference
- Custom tags and assigned team members
Pipeline
- Drag-and-drop Kanban across 11 default stages
- Total potential capital shown per stage
- Custom stages you control
- Last contact and next action on every card
Follow-up
- Attention center for what needs a touch today
- AI follow-up suggestions from CRM activity
- Cold investor re-engagement at 30/60/90/180 days
- Nothing sends without your approval
Engagement score
- 0–100 score across Hot, Warm, Nurture and Cold
- Built from communication, meetings and form activity
- Configurable weighting
- An engagement measure — never an investment prediction
Communications
- Unified email and SMS history
- Templates with merge fields
- Scheduled messages and drafts
- Send from any investor profile
Operations
- Tasks with today, upcoming and overdue views
- Public intake forms that create investor records
- CSV import with column mapping and duplicate detection
- Reports on stages, capital, sources and team activity