Who Uses This Software?

entrepreneurs, startups, growth companies, SMBs, investors, startup accelerators, incubators, investment bankers


Average Ratings

85 Reviews

  • 4.5 / 5
    Overall

  • 4.5 / 5
    Ease of Use

  • 5 / 5
    Customer Service

Product Details

  • Starting Price
    $49.00/month
    See pricing details
  • Pricing Details
    Basic plan is free; Silver plan is $49/month; Gold plan is $69/month.
  • Free Version
    Yes
  • Free Trial
  • Deployment
    Cloud, SaaS, Web
    Mobile - iOS Native
  • Training
    Documentation
    Webinars
    Live Online
  • Support
    Online
    Business Hours

Vendor Details

  • Foundersuite
  • www.foundersuite.com/
  • Founded 2015
  • United States

About Foundersuite

THIS SOFTWARE IS BEST FOR COMPANIES RAISING ANGEL, SEED, OR VENTURE CAPITAL (AND / OR FOR CONSULTANTS & INVESTMENT BANKERS HELPING THEM RAISE). Foundersuite makes the "ultimate funding stack" for companies that are raising capital and managing investors. Foundersuite's product line includes the industry-leading Investor CRM. This CRM sits on top of a database of 121,000+ investors to help you build your funnel. Foundersuite also includes an Investor Update tool to help run investor relations.


Foundersuite Features

  • Account Alerts
  • Asset Management
  • Expense Tracking
  • Household Tracking
  • Influence Tracking
  • Lead Management
  • Marketing Management
  • Relationship Tracking
  • Team Assignments
  • Territory Management
  • Accounting Management
  • Benchmarking
  • Bonds
  • Client Management
  • Commodities
  • Compliance Management
  • Equities
  • Fee Management
  • Fund Management
  • Futures
  • Payroll & Commissions
  • Performance Metrics
  • Portfolio Management
  • Risk Management
  • Stocks

Foundersuite Reviews Recently Reviewed!


Capterra loader

The best thing I've ever seen for raising capital for a start-up

Dec 18, 2017
5/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: I started using Foundersuite a couple of months ago to manage my fundraising campaign for dineoutwith.us, and it has been a huge labor-saver for what is always a difficult and time-consuming process. The platform is very well thought-out, has all of the major features an entrepreneur would want to manage that first, all-important, do-it-yourself campaign, and is easily customizable.

I've also been very impressed with how responsive their team has been, and in particular to adding a couple of new features that I thought were really important (one example: they recently upgraded their custom field feature so that you can create it for a single investor lead and have it be applied to all other investors. This is so much easier than the kinds of global configuration changes that other CRM systems I've used have required). I can't really say enough about how great they've been in engaging on features suggestions. Nathan has really welcomed suggestions and been open and honest about limitations - a rare thing these days, when most SaaS vendors are more interested in diverting legitimate suggestions, or telling you why they're really not important and you should want them - and whether they'd be addressed.

I also really like the Kanban board / drag and drop interface that lets you move things around to different stages.

Lastly, I can't say enough

Cons: It's clearly a quickly-evolving product, and there are a few features that they haven't gotten to yet. One is that although the system integrates with gmail, there is as of yet no ability to send emails through the system itself (as you can with systems like Insightly and HubSpot). In this same realm, when you add a new contact to Foundersuite it adds to the contact record a history of ALL emails with that person, including ones on which they were cc'd. I'd much rather be able to select which emails are added. (You can delete ones that you don't want, but that's a pretty time-consuming process that would be better handled upfront. Another way to do it would be to be to set date range parameters for emails so that the entire history wasn't there.)

Overall: A huge time-saver. The best fundraising-management platform I've ever seen.

Capterra loader

Think of Foundersuite as an essential starter kit for any early stage pre-VC startup

Dec 19, 2017
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: The software is full of really helpful content and features. What's better is that it's very intuitive and easy to use. The kanban board concept works really well with fundraising, and I like that they've expanded their investor list beyond just AngelList. Finally, the customer support and his team is top-notch! Any time I have a question about anything related to Foundersuite or fundraising in general, he was always quick to respond with valuable insights. As a Foundersuite customer, I feel like I'm getting the services of a great advisor on top of the software itself!

Cons: If only the software could actually raise my next round for me... maybe if the A.I. continues to evolve :)

Overall: This software makes the fundraising process so much more efficient and effective. I'm familiar with the kanban model in the context of both sales and product management - So it's a no-brainer that it would also work in the context of fundraising. Because Foundersuite focuses on the fundraising process and was designed for entrepreneurs like myself, it's like a one-stop shop for all my needs as an early-stage startup. I can keep track of all my leads and prospects in one place, and the seamless integration with LinkedIn and AngelList means I don't have to switch back-and-forth between applications and manage all of my contacts in a decentralized way. The additional startup documents and resources that Foundersuite provides means I have everything I need to eventually raise an institutional round of funding.

Capterra loader

When the CEO is active in customer support, you know you've got a company that'll work for you.

Feb 28, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Amazingly simple interface, yet robust in value.

It has an investor CRM, which makes managing potential leads so much easier.

It has an investor dashboard and investor update features, accelerating your professionalism to your current investors. Life maybe easy with 1 or 2 investors, but as you start bringing in more angels/VC's, giving real-time updates becomes cumbersome... not anymore.

Then there are the start-up tools. The best way to describe it is like a mini-accelerator, providing instrumental documents and discounts on the resources every start-up needs to get off the ground. It's likely that you could recover the value of the cost of membership from this service alone.

Cons: This is not a con by any means, but is most appropriate to be put here: The worth of this platform is directly tied to your commitment to utilize it to your fullest capability. Meaning this isn't like Netflix, where you can pay the fee, and get the maximum benefit automatically.

I say this knowing that the majority of users that will use Foundersuite are start-up entrepreneurs, and as such, I severely doubt there will be any missed value due to complacency.

Bottom Line: Pony up the dough if you have it. Even if that means sacrificing that new YoutubeTV account... it's worth it.

Overall: Like stated in the review. It makes the job of managing investors easy, and gives you a mini-accelerator type feel to help you through your journey. Great find.

Capterra loader

Effective, intuitive, easy onboarding and friction-free, instant adoption by my organization.

Dec 21, 2017
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
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Pros: Foundersuite simply puts you in the mindset you need to be in investor outreach without distraction. Because it is disciplined in its focus and robust functionality, it was very easy to communicate, onboard and gain adoption throughout my team. There is something about the UI that lets you gain confidence in pulling the trigger in capital raise campaigns and investor relations.

The customer support has been top-notch. This goes a long way.

Cons: Nothing specific comes to mind - there was a UI layout for specific campaigns that confused me for a period but was revamped and improved greatly.

Overall: Ease of use, disciplined focus, and functionality. Ability to get company-wide adoption.

A most valuable service in the changing landscape of entering, scaling, expanding a business.

Dec 15, 2017
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money

Pros: Foundersuite's efforts for startups bring advice, education, structure, and live solutions to those entering the startup universe, and assist in preparing them for future growth.

Cons: In today's funding world VC's lack actual startup experience, which is considerably different from gathering investors, sitting on boards, etc.; and they have become myopic in terms of finding the 1 our of 10 viable startups. As a result VC are tending to ICO's to raise "non-responsible" capital, i.e. avoiding earning investor fees and responsibility to investors.

Would suggest an additional funding focus out side of the VC world, i.e. into private capital, i.e. back to traditional, highly experienced, successful entrepreneurs as investors. There's lots of money in the hands of experienced entrepreneurs.

Capterra loader

Been great for researching and "collecting" prospective angel investors as we prepare to raise.

Jan 17, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Large investor database (there are thousands of potential New York area investors in the system). Easy to use interface that keeps me on track with my fundraise and helps me manage investor relationships. Solid workshops and webinars about raising capital. Great customer support.

I've also been using the Investor Update tool to keep our stakeholders in the loop with our progress, which they've appreciated.

Cons: I originally got a 40% discount through WeWork's Services Store. It would be nice if the discount extended forever.

Capterra loader

My experience has been amazing! Currently using Foundersuite daily and solves so many headaches!

Dec 14, 2017
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: What I love most is how easy things are to input and transfer around on the Kanaban board to track things.

It is super easy to setup, add notes, track progress and visualize your flow of investors all in one place!

Highly recommend people to use this that are running a business and need a CRM tool to track potential investors/ current investors or keep them up to date.

Cons: Sometimes I get logged out more than I would like, I have to login almost every time I visit the site vs it remembering my credentials.

Overall: Easy of use

Tracking flow of investors

Valuable investor related information and prospecting new investors

Saves me so much time having everything in one place versus excel sheets

Capterra loader

Exceptionally easy to tailor to my own needs; integrates well with my other software; great asset

Dec 18, 2017
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: You can modify columns which give a customization flexibility to make it a useful CRM across many business domains. I used Foundersuite for our fundraising and immediately pivoted to biz dev partners and partner candidates. I had minimal instruction; discovery learning is easy. This is my first outside of a career in the military and I love it.

Cons: Minor comments: SUGGESTIONS--The edit/save feature is hard to see; consequently, I sometimes forget to save an entry (per field) and often repeat the work. the email historical info is terrific, but sorting through the email message (unformatted) is difficult. If the history can preserve emails in their original format--and not just the text--it would be a massive time saver.

Overall: Instant organization for the multitude of investors and investor candidates, then partners and candidate partners in our company. Foundersuite gives us shared awareness and near-real-time status on exactly where we sit on investor and biz development which grows accuracy, saves time, and streamlines what could be a laborious endeavor.

Great software that fills a much needed market niche.

Dec 14, 2017
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
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Pros: * My daily go-to tool for fundraising!

* Fills much needed demand / market niche

* Relatively easy to use

* Gmail integration

Cons: * Inconsistent UX / can be confusing at times.

* Some features change behavior with generation updates... quirkiness

* Wish it had a mobile app

Overall: Managing and tracking our investor pipeline. That's our #1 use.

Huge Efficiencies in Fundraising!

Dec 18, 2017
5/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money

Pros: Great solution for tracking investor contacts, sharing with extended team and managing meetings. Foundersuite is a >10x improvement over spreadsheet or google sheet methods. I love the ease of searching for potential investors and moving them around the board as they get closer to investing.

Cons: Would like to have ability to group multiple individuals under same investor. Foundersuite works better for companies looking to raise funding from individuals rather than Angel groups or venture capital firms. This should be an easy fix.

Vendor Response

by Foundersuite on December 19, 2017

Steve, thank you for the review! One note: just about a week ago we released a new feature, "Add VC Firm" which allows you to add multiple contacts under the same investor card (thus addressing one of your comments). We are also working hard on adding several thousand VC firms to the investor database (coming soon).

Extremely easy to use and unlike most CRM platform very visual and helpful

Mar 11, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: I really liked the UI and the ease of use. I do believe every entrepreneur who is in the process of a fundraise should use Foundersuite. The excel spreadsheet are no longer sufficient to track all meetings, presentations, emails, etc. Foundersuite is the platform of the future. The founder is the true entrepreneur always willing to help his clients and fellow entrepreneurs to get funded.

Cons: The only comment I have so far is that it would be great if Foundersuite can grow the platform of investors even further. Ultimately when 80% of all angels and VCs are featured on Foundersuite it will become the ONLY CRM to be used by entrepreneurs.

Vendor Response

by Foundersuite on March 13, 2018

Thanks for the review! Your timing is excellent: we are currently adding around 10,000 VC firms and about 28,000 "alternative investors" such as family offices, fund of funds, PE firms, foundations, hedge funds, pensions, etc. into the database. Check back soon to see the greatly expanded investor search features.

Capterra loader

Great platform for organizing all of your investor outreach in one place

Dec 14, 2017
5/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: I find the software to be intuitive and effective for managing your fundraising efforts. It allows you to track your communications including the ability to connect email messages to investors. It also eliminates the need to continuously update Excel sheets offline and share to track your outreach. Instead, everything is real time and offers a window for multiple users who are conducting your outreach efforts.

Cons: I think the database of investor information could be expanded to reduce the individual effort to populate fields that could be pre-populated. Also, it would be great to be able to illustrate relationships between investment firms and individual investors as well as relationships between investors so that you can be aware of who may be talking with each other.

Overall: Consolidation, Efficiency in fundraising efforts.

Useful but kinda clunky and overpriced for an early stage startup

Dec 20, 2017
3/5
Overall

3 / 5
Ease of Use

2 / 5
Features & Functionality

4 / 5
Customer Support

2 / 5
Value for Money

Pros: The investor reports are nice and easy to assemble...I need more characters but there isn't enough great things to say lol

Cons: Kan ban is a GREAT concept but shows less-important important info on the cards. No way to customize. And editing investor details is a pain. Haven't seen updates in awhile (reports could use some more functionality to make them great).

Vendor Response

by Foundersuite on December 21, 2017

Thanks for the review. I'd like to invite the reviewer back to take another test drive... after a lull in the earlier part of 2017, we've been adding a TON of new features... ability to add VC Firms, ability to add custom fields on the investor cards, improved CSV import, etc. As for the investor Updater tool, we are just about to launch new KPI Table (in code review) plus a tool to automatically send reports (plus track the amount of time investors spent reading your reports). Lots of good things in the works -- come back and check out what's new :)

Capterra loader

Fantastic. It was instrumental for management during the process for closing my second round.

Dec 14, 2017
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

3 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Very easy to use, the software is intuitive and the layout is very clean. I really like the visualizatio of money raised/committed with the ability to put a % chance per investor. The UX and UI are great!

Cons: Can't decrease box size/not able to minimize Kanban view to show the whole funnel (need to scroll). It's annoying to have to click on the Notes in order to view old entries, I wish that were the default or that there were a running list that showed an icon per interaction (ie. Called on 1/1/17 (Phone icon), and Sent deck (different icon), instead of having to click between a bunch of tabs in the investor screen.

Vendor Response

by Foundersuite on December 15, 2017

Thanks Travis for the review! Just yesterday we released a new feature that allows you to minimize each investor card (thus addressing your first issue about decreasing box size). Thanks for the great feedback!

Capterra loader

Foundersuite hit the sweet spot for cost/value. It has just the rig capabilities, but simple to use.

Mar 19, 2018
5/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: We've been raising money for a while. Like most teams, we've been using spreadsheets to manage our investor pipeline with limited results. We finally decided to take our team to the next level and adopt a CRM. At first, we considered using our customer-facing CRM, but it just wasn't a good fit. Foundersuite hit the sweet-spot for cost/value and incorporates all of the right features we need. Most importantly it was easy for our team to learn and start using.

Cons: Foundersuite is still in early releases. There are a few features that we would like to see in the app. However, the support has been excellent and some of our needs are scheduled for an upcoming release.

Overall: We are able to keep our team focused on getting investors, and not on updating complicated spreadsheets.

Capterra loader

At a publicly traded SaaS company, I lived by SalesForce. Now I live by FounderSuite! Great Product!

Dec 18, 2017
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Incredibly easy to use and the best way of tracking an investor pipeline that I have found. Love that you can search for investors internally. The investor update functionality has become a big part of my weekly cadence and offers big value!

Cons: It would be great if the investor update tool could be easily integrated or exported into email. I'm finding some potential investors (mainly) won't clink the link to view the report. Actual investors do, but seems potential investors don't (at least for me). And I know it's in beta...but overall I like it!

Overall: Full picture of investor pipeline and single place to track and plan follow-up actions. Using the investor update tool has also been a significant benefit and investors seem to like it. Overall, saves me time and helps manage the fundraising process.

Capterra loader

My funding funnel has never been easier to manage. Foundersuite changed my company.

Dec 14, 2017
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Investor search and smart contact detection. Makes sharing investor contacts with my team easy. Also love how it tracks conversations and how they change status in the investor pipeline.

Investor update portal is HUGE with my investors.

The document templates are a nice touch. Have used several of the templates myself.

Cons: No mobile support. Makes me sad when I'm on the go because I get into situations where I want to look up or change stuff when on the go.

A bit to pricey too.

Overall: My investment pipeline now takes half the time to manage and I get better results.

Capterra loader

Brilliant service, works extremely well! Saved us so much time and hassle

Dec 14, 2017
5/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: So much better than spreadsheets and Trello, gives us all the functionality we need to manage all our investors from finding them to collecting their investment and managing them after.

Cons: The free tier was limit, but once we upgraded, we could add all the investors we needed. If it could also handle our cap table and business docs (business plans, exec summary and decks) then it would be an all round solution for us

Overall: Made it really simple and easy to manage investors, keep track of what stage in our flow they are in, reaching out to them incredibly quickly. Tracking how much each investor committed on a status bar up to our target was a nice touch. After the investment round, it was really easy to send our newsletters to investors.

solid platform, with good initial features

Dec 14, 2017
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money

Pros: easy to manipulate, add investors, take current notes, share with other members of the team, and keep current with limited effort

Cons: would like to add different type of investors on main tab, such a debt financing. This would be an option at the top, as we are currently mixing those with equity investors

Capterra loader

I tried Founders suite on our seed funding , but the tool did not full-fill my needs

Dec 14, 2017
3/5
Overall

4 / 5
Ease of Use

2 / 5
Features & Functionality

4 / 5
Customer Support

2 / 5
Value for Money
Likelihood to Recommend: 4.0/10 Not
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Pros: The interface is OK and the search integration with angel list is the only feature that was above average

Cons: The inability to export the work done on the platform or import pipelines form other platforms, also the automation is poor, email automation is a must in this kind of tool

Overall: just organized a bit better than a xls file

Vendor Response

by Foundersuite on December 15, 2017

Guilherme, thanks much for the review and feedback. Appreciated. To clarify one thing, you CAN export your work to a CSV, and you can also import pipelines from other programs by importing a CSV. Your comment about needing greater automation is right on target and something we are working on (especially in the Investor Update product). Thanks again.

Capterra loader

Started to use now even I signed up 2 years ago.

Dec 15, 2017
3/5
Overall

4 / 5
Ease of Use

3 / 5
Features & Functionality

5 / 5
Customer Support

3 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: Investor report has good visual and is easy to use and spread. You could insert more options of templates.

Cons: Usability investor report with some HTML .bugs. also, would be good we find where is the analytics from visitors. I still are looking for.

Overall: Good to track and get reviews.

Capterra loader

Didn't really help me in Australia

Dec 19, 2017
3/5
Overall

2 / 5
Ease of Use

2 / 5
Features & Functionality

5 / 5
Customer Support

3 / 5
Value for Money
Likelihood to Recommend: 6.0/10 Not
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Pros: I can't remember what I liked about this software. I think it was reliable and not buggy. I really only used it for a few months.

Cons: It didn't really suit my needs. Lots of manual intervention and maintenance required. Lots of drag and drop and typing.

Overall: Not really many that I would not have got had I used a google sheet

Vendor Response

by Foundersuite on December 20, 2017

Marshall, thanks for the review and we're sorry you didn't have a better experience; it sounds like you used it awhile ago. If that is the case, we have made a tremendous number of improvements since then, such as Gmail integration, more-advanced investor updates, and much more. I invite you to check it out again when raising capital again.

Capterra loader

Looks very promising!

Aug 01, 2018
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

4 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: I am still in the early stages of using this software, but our startup is planning to make full use of it as we work through funding.

I am an organized person myself and I like finding software that helps me to organize more effectively than I could do with generalized tools like MS Office or Google Documents. In this case I am referring to organizing the contact history.

We were pleasantly surprised about how great the reporting feature helped our information look and become presentable to an investor audience. Our first uses of the reporting tool has positive impacts on responses from investors who we already had some small contact with!

When I ran into one problem I was also pleasantly surprised to find that CEO had been on the chat with me.

Cons: I am not far enough into the use case to be a power user or have a big picture perspective on Cons.

In May'18 did find one problem with the way text was not saved when editing the report. There were two buttons involved ('Update report', 'Save report')and I was hitting 'Save' but 'Update' had to be pressed first.

Overall: This is a unique tool for startups. The benefit is keeping track of investor communications and ensuring that you have the right follow ups at the right time to keep things moving.

Capterra loader

As first time founders with little business background, foundersuite helped us manage investors

Dec 14, 2017
5/5
Overall

3 / 5
Ease of Use

4 / 5
Features & Functionality

3 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Investor updates, investor pipeline status would have been much more useful if the limit on investors was higher due to the number of f&f investors we have.

Cons: Really hard to set up current/past rounds esp with investors who followed on. Also, we have a lot of small f&f type investors so the limit on investors we could manage eventually drove us away.

Overall: Better organization of business operations relating to fundraising, compliance with current investor requirements.

Generating activity is key for fund raising, and FounderSuite helps me keep everything straight

Aug 01, 2018
4/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: FounderSuite is a dedicated CRM for investors. We have four team members actively involved in connecting with potential investors, and it's very helpful to see the progress we're making on a daily basis.

Cons: The more I use it, the longer the "wish list" for new features gets. As it is today, tracking activity for a particular investor could be a bit easier, but I know that rep and the team are working hard to improve the platform across the board.

Overall: Multiple users managing multiple investors in a common platform.

Capterra loader

Awesome fundraise specific CRM

Dec 15, 2017
5/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Fundraising specific, great support & team. Any found bugs or features requested were added directly from Foudersuite's CEO

If you want to raise money, and don't understand the process use Foundersuite.

Dec 14, 2017
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: The software is easy to use, and it breaks down the daunting process of research and organization and planning that goes into fundraising. It's broken down into bite sized, and project segments which can be understood by most people not used to raising capital. If you never raised capital, for a business on a professional level use this software.

Cons: Theirs very little, I would say the documentation flow. Their needs to be a template for convertible debt note and stuff like that within the software, and also the connection they ask you to get recommendations. But their needs to be a warmer introduction.

Overall: The organization and the ease of use. I mean overall this the best software in the market, for all the tools you need to raise money like a pro.

Vendor Response

by Foundersuite on December 18, 2017

Thanks for the review. Just one update: there is now a convertible debt template within the Startup Docs collection.

Capterra loader

Foundersuite is our Fundraising secret weapon

Dec 14, 2017
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: 1) CRM for investor tracking. aka our Funding pipeline

2) Better than salesforce for this specific niche (start up fundraising)

3) Synced with Angelist for easy investor prospecting

4) Report and Pitch Deck hosting. We have one link that we send out. We update the source report on Foundersutie and investors always have access to our most up to date pitch deck through the original link. We also get to see which investors view the report and who doesn't. It's a quick way to find out who is interested.

Cons: - Setting and viewing activity tasks requires a few steps. It would be great if I could see them all in one place.

Overall: Better organization of our fundraising.

Vendor Response

by Foundersuite on December 15, 2017

Thanks Brantley. Good news: we just released (as of December 15, 2017) a new "ToDo Dashboard" so you can see all your activity tasks in one place, as you had requested. Good timing!

with the help of the videos and help of the staff it was a very nice expereince for me as a novis.

Dec 16, 2017
5/5
Overall

4 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
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Pros: everything is layed out in front of you nothing hidden each panel is laid out quite nicely and is

efficent in its design

Cons: Well as a novis I think what would be most helpful is a glossary of terms ( industry terms )

used in there everyday practice - this woul help the novis get a better understanding of the

individuls he is contacting and there position in the world of investment etc.

Overall: a clear picture of he world of investment and the levels of players if you will in this are of business

FounderSuite is an easy way to track my leads and calculate capital commitments

Dec 14, 2017
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

4 / 5
Customer Support

2 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
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Pros: Ease of use. The dashboard is well designed and easy to navigate. The ability to save contact information for potential investors, track conversations, set reminders, etc. is great.

Cons: The price. I have opted to use the free version of the software because I cannot justify paying the subscription fee for the amount I use the product. If the cost was significantly less than what it currently is, I would consider paying it.

Overall: Ability to track all my investors in one location.

Founders Suite helped us organize fund raising- it is like a CRM following up with investors

Dec 12, 2017
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Easy to use and intuitive Founder's Suite helped us organize each of our investment rounds. It really helped us track conversations with potential investors and we used it to estimate the number of investors we needed to "have in the funnel" to hit each round.

Overall: Helped us track our potential investors through the investment funnel.

Capterra loader

Good tool for keeping on top of investor. Few things missing

Dec 14, 2017
5/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

3 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
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Pros: It's a tool that makes managing your pipeline much clearer and easier. Being fully customisable on the pipeline side of things is great.

Cons: Haven't found a reason to use it outside of investment rounds.

Creating a way to add tasks and reminders would be super useful.

Also, copying boards to new rounds could be useful.

Capterra loader

Perfect tool for the job

Dec 07, 2017
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: I am a sales professional with well over 15 years experiences in the sales process. This is how I like to work; within a well thought out CRM that helps me stay organized during this hard task: fundraising. Foundersuite is an excellent sales and relationship management tool. I am confident this tool will help us close the funding we need to be successful.

Overall: A professional grade CRM specifically build for the task of fundraising.

My experience with Foundersuite has been incredible from the start...thanks :)

Dec 28, 2017
5/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: It is easy to use and I would recommend this to everyone that has to keep track of investors along with providing investor updates (the beta function was great to use and thanks to our rep. for the intro to it). It's a product that I want to continually use unlike my old fashioned spreadsheets and trying to keep track of investors that way. He has been awesome to work with. His responsiveness to questions and extremely timely feedback has been great.

Cons: I wish (and I believe it is coming) a why to send the investor update straight from the program. Wish everything would work on Chrome as it does on IE (i.e. the report date for the investor update). I'm getting pretty picky here as I'm a huge fan and have already recommended it to other founders :)

Capterra loader

Excellent CRM for investors

Dec 21, 2017
5/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: I like all the resources included in the subscription and having a single go-to place for managing our financing. The team and the community are also awesome.

Cons: Would be great if there was a way to help more with warm intros. The hardest part of creating a funnel when you are raising for the first time is finding those warm connections.

Overall: A number of resources and startup docs. A great CRM for managing investor relationships and guidance from an experienced team.

Able to maintain our startup's info and investor funnel updated

Feb 01, 2018
5/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Easy to use, LinkedIn integration, exceptional customer service. The Investor board allows you to move around investors between customized columns. The ability to monitor investors who opened our pitch. The ability to request incubated startups to update their info automatically.

Cons: Not able to send update to investors directly from the system. Other than this cant think of anything else.

Overall: Updated information

Vendor Response

by Foundersuite on February 02, 2018

Cristiane, thank you for your review. I am happy to report we are currently working on the feature to send investor updates directly from the system. It's being coded as we speak. Check back in 2-3 week! :)

Capterra loader

I had an amazing experience with Foundersuite! It totally changed the way I connect with investors.

Dec 14, 2017
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: I love the user interface; it is self-explanatory and easy to use. I also love the customer service; they have always been there when I needed help with something.

Cons: The only con I could think of is the price. Even though it is not a lot for what they offer and I can justify this expense, every dollar counts for a bootstrapping startup.

Overall: Organization and framework for fundraising.

We've been using Foundersuite during the whole 2017 in order to manage a founding round

Dec 20, 2017
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Thanks to Foundersuite I've been able to manage all the aspects of the funding round, which involved more than 40 different agents, in a really easy and straightforward way. The customer service is extraodinary and the application is extremely easy to use.

Cons: I ONLY missed a away to download the monthly invoices, or an automatic generation of the monthly invoices.

Capterra loader

This tool got me up in running faster than anything else!

Dec 22, 2017
5/5
Overall

4 / 5
Ease of Use

5 / 5
Features & Functionality

4 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: Being a first time business owner the hardest part was getting the paperwork. I loved the fact that the foundersuite came with a lot of the documents you need to start with.

Cons: The first time I used (this was over a year ago) it, I was a little confused about how to use it. But after a few months of using it, they made updates to it that made it easy to use. I guess my con is still a pro lol. Just glad they listen to their customers!

Overall: I love all of the documents that the software comes with, and I love how over time the software has gotten easier to use with the bonus of extra features.

Capterra loader

Easy to follow UI with loads of helpful information for startup founders.

Dec 14, 2017
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

4 / 5
Customer Support

5 / 5
Value for Money

Pros: Access to templates and CRM for managing my investor conversations. The templates alone are worth thousands, no need to recreate the wheel when you have the necessary templates to customize for your business at your finger tips.

Myy experience with the suite has been very positive.

Dec 18, 2017
4/5
Overall

3 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money

Pros: The way the tool automates the tracking process for pre and post funding makes it easier for founders to keep update and stay informed. This results in better communication and coordination across the team.

Cons: I think here could be value in exposing an API that companies can connect to programmatically insert investor leads from alternate resources.

Capterra loader

Foundersuite streamlines the process of managing multiple conversations with investors.

Dec 15, 2017
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: What I like most about Foundersuite is it's simple, streamlined, logical and effective. It's probably 200% more efficient than using spreadsheets, and it's a really clean CRM experience for investor conversations.

Cons: My only critique is I wish it looked better on my iPad but I imagine that'll happen in no time as fast as these guys are growing.

When rising money it's a very useful tool to keep track of the job done and how is the round going

Dec 14, 2017
5/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

3 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: The tool is very easy to use. It has a very well organized graphical interface in which you can find and store all the relevant information you need.

Cons: What I definitely don't like is the fact that you have to pay to get access to higher funcionalities. If the round you are raising involves many investors you better pay

Overall: Made much easier to follow our funding round and the organization of the job

Capterra loader

The interface is very easy to use and it's the only solution dedicated to fundraise

Dec 18, 2017
5/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: The visual aspect, the easy way to move investors in the funnel.

Also, the possibility to generate monthly reports to investors

Cons: The only difficulty is the uploading of contacts that is not so easy if you have a long list from excel.

Overall: The possibility to share the investor funnel between different people

And to have visually a clear update in the fundraising process.

Capterra loader

The interface is great, and really easy to use.

Dec 15, 2017
5/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: I'm able to organize our companies fundraising efforts all in one space, and keep it updated easily. It means our fundraising team is all on the same page, and understand what is taking place in our investor relations. The reporting system is fantastic as well, easy to produce clean, sharp looking reports.

Cons: Trying to interact with our different boards (ie. Seed A or Seed B) is difficult. I'd like to see an easier copy paste function. Sometimes when you engage with a potential Investor, they are not suited for your current raising, but you want to revisit them during the future. Right now when you make a new board, all you can do is say "yes" to copying the previous board.

Excellent CRM for managing the start-up fundraising process

Dec 15, 2017
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Easy to use interface, excellent integrations with 3d party services and great investor communication tools. It is very well optimized to manage your investor pipeline.

Great. Brings great organization to fundraising process. Great investor updates in between rounds.

Dec 14, 2017
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: You can create and implement your own sales funnel for the fundraising process. Definitely helps keep you from having potentials fall through the cracks.

Cons: Every once in awhile issue with scrolling name when trying to enter in a potential.

Overall: Very helpful when it came to fundraising and keeping in contact with potential investors.

Capterra loader

Foundersuite has incredibly improved my fundraising capacity

Dec 14, 2017
4/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: The drag & drop CRM workflow is ideal for fundraising. Linking emails, fundraising estimates ect. make for a powerful workflow.

Cons: The monthly cost is a bit pricey and not incredibly robust as of yet. If the feature made fundraising completely seamless, it would be a no-brainer.

Overall: Improved my fundraising capacity.

Capterra loader

Helped Us Track & Close Our First Two VC Checks, Find Us Niche Mentors/Angels In Our Space

Dec 11, 2017
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: Foundersuite isn't just a CRM to track investors. For niche market startups like ThroughPut, Foundersuite helped us find supply chain investors and mentors. After bootstrapping for 18 months, we used Foundersuite to systematically close our very first two venture capital checks. For first time founders, especially in non-startup ecosystems, Foundersuite provides a much-needed bridge to global capital.

Cons: Direct messaging investors or alert sync with Outlook would improve the overall stickiness of the product.

Overall: Organization: Keep Track Of All Investors

Discovery: Became Aware of Investors That We Had No Idea Existed

Communication: Simplified Internal Updates

Good to mantain list of prospect investors

Jan 08, 2018
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

3 / 5
Customer Support

1 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
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Pros: Integration with LinkedIn in order to identify investors within our field of investment and categories.

Cons: Long investment cycles aren't coherent with subscription fees, so when investment round takes long time to close, fees start piling up.

Overall: Much better at keeping the fund raising process in order.

Intuitive tools to help founders on the raising financing journey.

Aug 02, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money

Pros: Deep directory of investors to search and research. Keep your network of investors updated with easy to use reporting tools.

Cons: The support team at Foundersuite are doing a great job with this platform. A couple of logistical features that should be ironed out over time.

The easiest way to manage our investor pipeline!

Dec 14, 2017
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: The Software is easy to use, user friendly, and customer service is off the charts in speed and kindness!

Interesting to have a kind all in one software to lead a team in a faster way.

Dec 14, 2017
4/5
Overall

3 / 5
Ease of Use

4 / 5
Features & Functionality

4 / 5
Customer Support

3 / 5
Value for Money
Likelihood to Recommend: 6.0/10 Not
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Pros: The structure of the software is handy and it helps to have in one place a lot of supports. It is very useful to have a pipeline that keeps records with contacts and connections. It helps to save time, avoid emails and turning around redundant topics or meetings.

Cons: It would be great to get more financial support for forecasting, and probably some macros in Excel that can help to value or calculate (assets or features). I also feel there a lot of potentials to optimize the design nevertheless I had a good experience

Overall: Time management, organization, access to information, deals structure, handy supports, user experience

Nice board to advance prospects.

Dec 22, 2017
3/5
Overall

3 / 5
Ease of Use

3 / 5
Features & Functionality

5 / 5
Customer Support

3 / 5
Value for Money

Pros: The Visual aspect of the board is pleasing and I like the ease of advancing prospects from one stage to the next.

Cons: Report functionality. Would like to see the board reports advance beyond beta stage and provide easy access to all users.

easy to understand. Nathan rocks!

Dec 15, 2017
4/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: founder's report is a really great tool! it has been one of the best features for my business and it happens to be available by you :)

Cons: hard to find time to fill in all info for investors. time consuming to learn to be expeditious but I know the onus is on me.

Capterra loader

Great user experience and even better customer service by the support staff. Really impressed.

Dec 14, 2017
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: I can store my startup story and associated documents in one page that can be sent via link in an email to whomever investor I want. Really clean and highly valued user experience by all stakeholders.

Cons: If I use the Edge browser, sometimes my attached documents don't delete when I want them to. But, with help from the support staff, we worked it out quick.

Overall: FounderSuite.com allows me to look very professional to potential investors.

Vendor Response

by Foundersuite on December 15, 2017

Jim, thanks for the review. Good news: as of Dec 15, 2017 the document attachment bug on Investor Updates has been resolved. Let us know if you have any future issues and thanks again.

Capterra loader

Really good way to keep track of investors and visualize your pipeline.

Dec 14, 2017
5/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

4 / 5
Customer Support

3 / 5
Value for Money

Pros: The ability to find investors and track them in a sales pipeline set-up is the best part of Foundersuite. The fact that I can add their relevant investments as well as set-up follow-up messages is very useful.

Cons: I believe the inability to extract a .csv file in the free version has been an issue for us as we are not ready to upgrade to the full version yet. I believe the price point is currently too high for startups and should be lowered to reduce the barriers to entry. Perhaps a model similar to Liveplan or even Lucidchart could work.

Used it to organize our fundraising efforts. Was useful, but no reason to keep it afterwards

Dec 14, 2017
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

4 / 5
Customer Support

3 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
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Pros: Helps us keep organized, easy to understand out of the gate. We didn't have anything before this besides Streak pipelines. A CRM really is critical but one not streamlined for fundraising really wasn't worth it.

Cons: I stopped using it awhile ago after we raised our funding so it's tough to remember specifics. I don't remember anything specific really standing out to me as major issues. Really just that there wasn't a need for it after we raised our round. Something around investor updates would be useful for us.

Overall: Helped us stay organized during our fundraising process.

Great to set up as a CRM for funding!

Dec 14, 2017
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: I think the best was that it was able to be used as a 'trello board' with sliding things around so keeping accountable the different parties and outreach efforts.

Cons: Honestly, the price is hard to justify when you pay full-price, was on-boarded at a discounted rate and couldn't keep this up (especially throughout the long fundraising process).

Overall: A good CRM specifically built for fundraising.

A sharable platform that allows others to contribute.

A searchable platform that will help with some of the lead generation instead of just aggregation.

Used it as a simple pipeline tool for investors for a while

Dec 14, 2017
4/5
Overall

5 / 5
Ease of Use

3 / 5
Features & Functionality

5 / 5
Customer Support

3 / 5
Value for Money
Likelihood to Recommend: 6.0/10 Not
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Pros: Simple interface, very intuitive, good design. It was a great way to keep track of investors and make sure you are following up, and remembering where they are in the pipeline.

Cons: Not much functionality above a CRM for investors, which could be replaced with a free version of Hubspot or something similar. Lead gen feature was not super valuable for us. We also didn't have enough investors in our pipeline to use it very much.

Overall: I was able to keep track of several investors for a while until we realized that lead gen was our main problem.

User-friendly, cool, and very useful!

Dec 14, 2017
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: The organizational aspect was my favorite part. I would recommend it to anyone with a young company.

Cons: I did not have many complaints. I do wish there was a way to import sheets from excel into your system. I understand that is probably fairly hard to set up but it would be nice considering most founders have their CRMs in Excel.

Vendor Response

by Foundersuite on December 18, 2017

Hi and thanks for the review! One comment: we have added a "CSV Importer" which allows you to import lists of investors from Excel. You can import up to 200 investors per sheet.

Great set of tools to organize & track your fundraising process

Dec 14, 2017
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

Pros: It's easy to use and keep your contacts. It also offers the option to send an update to all your investors something crucial to keep these relationships going.

Cons: The editor for creating an Investor update could provide a few more things like graphs, more templates etc but other than that it's awesome!

Really good one-stop location for organizing a many-to-many funding effort.

Dec 20, 2017
5/5
Overall

4 / 5
Ease of Use

5 / 5
Features & Functionality

4 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: KanBan approach to funding organization. Detailed organization of subtropical and status. Allows an early-and-often approach to financial/funding planning.

Cons: A lot of the help articles are outdated and very basic. Not as helpful for startups as we had hoped it would be.

Overall: Funding organization

Great Product & AMAZING Customer Support

Dec 18, 2017
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money

Pros: I like that it meets a huge need in organizing your funding efforts. Everything from the kanban style format to the educational materials that are provided. Most importantly, every single person I've encountered at Foundersuite is responsive, professional and genuinely cares about their users.

Cons: The software is great but my biggest con would be the cost of the platform. Other CRMs are cheaper, though they don't have the features or support Foundersuite does.

Pretty straightforward and easy to use tool

Dec 26, 2017
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

3 / 5
Customer Support

3 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: Simplicity of the tool and yet being able to offer all the necessary features that a startup would need for fundraising

Cons: Can't really think of any except perhaps the pricing bit. Would be great to get more than 75 investors in the silver pack

Capterra loader

This is a fantastic management tool for controlling your investment funnel.

Dec 18, 2017
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Features and ease of use. Being able to see at a glance how you are doing on a round, and the ability to share the load with other members of your team.

Cons: The hardest part of managing investor funnel is that you have to be rigorous and input all the data in a timely fashion. No tool helps with this.

Overall: visibility and control of the investor funnel. I have not used the email update function, but looking forward to that.

great organizational tool

Dec 22, 2017
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: having an active list of investor prospects in one place with the ability to advance, organize, easily see where they are in the cycle. Would definitely use this if I had my own start up.

Overall: My colleague (who is the primary fundraiser) was using a different system so we did consistently use the product, reducing its value. Also we outgrew the free version and as we are in cash conserving mode, did not purchase paid subscription where we could add more investors, etc

Friendly user interface

Dec 28, 2017
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money

Pros: The Investor board allows you to easily move around investors between different columns. Also, the ability to upload and monitor which investors opened/checked your pitch deck is very cool.

Cons: Nothing in particular. However, the investor find feature can be beefed up with more hardware investors but the overall is good.

Great product!

Dec 23, 2017
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: Aggregating all investor communications and deliverable materials to use helps ease some of the organizational challenges that go with fundraising and investor relations.

Cons: The CRM pipeline tool is a bit clunky and requires some manual data entry every now and then, but its nothing too dramatic.

Overall: a lot

Easy to use and helps you stay on top of your fundraising round(s)

Dec 14, 2017
4/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: Easy of use. Search investor feature is very good and helpful to build your pipeline. Easy to keep track who views your deck and any other docs you share.

Cons: Design can be improved. Some features are still missing to be make the experience better, like linking people together under one same entity.

Investor database is super solid

Dec 14, 2017
4/5
Overall

5 / 5
Ease of Use

3 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: Solid investor database, easy tagging of investors basis the events, recording of mail conversations

Cons: Email addresses of investors are missing in database, as that's more effective and relevant for any outreach methods are more relevant to reach out

Overall: Linkedin profile of more investors basis their interests

easy to get started, great way to keep track of fundraising

Dec 15, 2017
3/5
Overall

4 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

2 / 5
Value for Money

Pros: - Easy to get started

- Gmail integration

- Great visualization to keep track of your fundraising goals

Cons: - UI could use some work, the sidebar continuously popping in and out is distracting

- UI doesn't capture html email's sent to FounderSuite as bcc very well. Shows up as garbled text

It has been helpful in managing our fundraising efforts.

Dec 18, 2017
4/5
Overall

4 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: I like the "card" format similar to our sales CRM, where I can have visibility into the whole fundraising process.

Cons: Sometimes the app makes my browser be slow and I have to close the app while working on other projects in the browser.

Overall: 1. Visibility of the process.

2. Tracking of my efforts.

Intuitive, effective and necessary

Dec 14, 2017
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Sending investor updates and organizing active investors. Writing investor updates has always been a pain and they have fallen behind. With FounderSuite investor updates require a lot less effort.

Overall: Mostly investor updates, however I expect to get more out of investor prospecting in the future.

Capterra loader

Great platform for the busy founder looking to organize their fundraise approach

Dec 18, 2017
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money

Pros: - Very specific for fundraising - integrations w/ angel.co + linkedin

- Nathan the founder is great - he is very active w/ current customers

Cons: - its somewhat tough to organize intros from your own network - but there are workarounds that still allow you to do this

Easy, and organized

Dec 14, 2017
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Organization and drag and drop style. It really helped as I am not programming minded and this allowed me to not include a dev

Cons: Cost, honestly it's quite high for basic features. Offering a lower entry point would win me completely over

Capterra loader

Used it for when I was fundraising as a CRM - for sure beats Excel

Dec 22, 2017
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

4 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: The cards features and how you drag different investors down the pipeline. Plus it has the search function where it can find investors for you which is money.

Fundraising is hard enough on it's own but this gives you a really good picture every time of where you're at

Cons: I wish it was easier to import investors and their conversations from your email. Even though it works great it requires a lot of manual upkeep - hopefully they get it to the point where it's almost automatic.

Overall: Easy to use and helped with understanding where we were with fundraising especially if you have a lot of leads

Great. Foundersuite has helped Switcharoo organize and streamline our fundraising efforts!

Dec 15, 2017
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

4 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: Intuitive UX. Customer support is readily available. Investor reports helps save time.

Cons: I'd like to see a list of suggested investors / angels based on type of product, industry sector, etc...

For now, using a free account, foundersuite has been useful to keep track of my investment round

Dec 14, 2017
5/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: I like the clear interface and the natural process to handle an investment round. I like that you can handle your investors relation from one simple place

Overall: A clear metric for investments

Amazing products for existing investor relations and, also, managing prospects

Oct 02, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Easy to use, much better than using spreadsheets, or typical solutions like SalesForce

Cons: Some features are being built, but I am confident that they will be released soon!

Capterra loader

Great experience till now. Hopefully more features are added & bugs are fixed

Dec 19, 2017
4/5
Overall

4 / 5
Ease of Use

3 / 5
Features & Functionality

5 / 5
Customer Support

3 / 5
Value for Money

Pros: - I really enjoy using the investor report function (It's pretty much the only thing I use Foundersuite for right now)

- Searching for investors is easy and efficient

Cons: - When filling out the investor reports, due to having a plugin (Gramarly), I often-times have to re-write sentences which is annoying

- The resources, in my opinion, are not updated to 2017, therefore not much use of them

Vendor Response

by Foundersuite on December 20, 2017

Arjan, thanks for the review! We are actively working on resolving the conflict that the editor has with the Grammarly plugin. Look for a patch in coming weeks.

Capterra loader

This is a great tool for those who are trying to bring structure to their fundraising efforts.

Dec 14, 2017
5/5
Overall

3 / 5
Ease of Use

3 / 5
Features & Functionality

5 / 5
Customer Support

3 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: I love the idea of organizing the sales funnel, the investor updates were well put together and useful, too.

Cons: I had trouble making the data work for my needs -- I generally wanted to record more notes and information about the people and companies I was talking with, and pushing through the funnel. I found it difficult to access info and view people as I added more and more people to the platform. It may be because I'm just more adept with spreadsheets.

Overall: It helped me organize investor updates and the fundraising sales funnel.

Capterra loader

I'm using it for investor search and pipelining. Investor update tool is awasome

Dec 23, 2017
5/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: ease of navigation, well fitting extras. The find investor tool is great, though it could use some better data sources outside the US, but still an amazing feature.

Cons: can only be used investors well, it has been designed for that, but I'd still like to see it working for my sales team as well ;) ).

needs an app. Social streaming like nimble would add to stars in all categories

Overall: invesetor beckground info, reminders, sructure

Customer service is superior. I felt like I was tgeir only Customer!

Dec 22, 2017
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: The ability to add entities in different rounds, move them to new rounds, ans share amongst others in the company.

Cons: The ability to importing known contacts and data without losing the power to utilize the search engines to see other bits of data about the investors already approached.

Overall: Ability to share info amongst all users in the company.

really happy with the product

Dec 14, 2017
5/5
Overall

5 / 5
Ease of Use

3 / 5
Features & Functionality

4 / 5
Customer Support

5 / 5
Value for Money

Pros: I really like the investor update process as well as the kanban board for tracking investors through the process

Cons: I would really like to be able to move investors between rounds. Also would like to track statistics on investor updates without forcing them to login.