Spreadsheets lose track of who saw your teaser, who signed the NDA and who went quiet. dealOS gives your raise a real fundraising pipeline tracker — every investor, every status, one view.
Purpose-built pipeline stages that mirror how a raise actually progresses — from first outreach to committed capital.
Teaser sent, teaser viewed, NDA signed, in discussion, committed — statuses update automatically as investors engage, not when you remember to edit a cell.
See who opened your teaser, who downloaded documents and who requested contact — then work the warm end of the pipeline first.
Send your teaser to the whole shortlist from your own inbox, paced for deliverability, and watch delivery and engagement update live.
Track soft commitments against your target as the round comes together, so you always know how far there is to go.
Bring your own investor list or build a shortlist from 18,000+ investors with verified emails, matched to your stage, sector, region and ticket size.
The same pipeline runs sell-side and buy-side M&A processes — buyer lists, NDAs, data-room access and offers, tracked stage by stage.
From deck to a live, tracked pipeline in minutes.
Upload your pitch deck or answer two questions — dealOS drafts the deal, the teaser and a matched investor shortlist.
Approve the shortlist and send your teaser from your own email. Every view, NDA and reply lands in the pipeline automatically.
Follow up the engaged investors, book meetings, and track commitments through to close.
A CRM purpose-built for raising capital: instead of generic sales stages, it tracks investors through the stages of a raise — outreach, teaser viewed, NDA signed, in discussion, committed — and updates automatically as investors engage with your materials.
A spreadsheet only knows what you type into it. dealOS updates itself: when an investor opens your teaser, signs an NDA or requests contact, their status changes in the pipeline without you touching anything.
Yes. The same pipeline management runs sell-side and buy-side M&A — track buyers or targets through NDA, data-room access and offer stages exactly as you track investors in a raise.
Both directions: upload and manage your own investor lists, and build shortlists from dealOS's base of 18,000+ investors with verified email addresses, matched to your deal's stage, sector, geography and ticket size.
Set up your deal, send your teaser and see your live pipeline today.