CAPLINK CRM is a web-based tool for managing investor relationships and startup fundraising pipelines. It tracks investors through ordered fundraising stages and reports on stage counts, inactive conversations, and round momentum. Investor records can hold contacts, notes, meeting outcomes, deadlines, to-dos, and communication history. Outreach campaigns can use pipeline contacts or saved investor lists, templates, and personalization fields; sent messages are logged against contacts. The CRM page also lists AI-personalized mass outreach and real-time messaging with read receipts and profile-linked history. Organization members share pipeline data, contacts, and interactions, and appointed advisors can view the pipeline. CAPLINK links the CRM with investor research, pitch deck sharing, a permissioned data room and Q&A, investor relations, and cap table tools. Data room files can be linked from Google Drive or Dropbox or uploaded directly. Free Founder is free. Pro Founder costs 99.00 EUR per month or 999.00 EUR per year. The terms restrict platform users to business entities, not consumers.
Who it is for
It suits startups managing fundraising and the investors and advisors who work with them. The terms say platform users must be business entities, not consumers.
What is good
- Tracks investors through fundraising stages.
- Records deadlines, to-dos, and communication history.
- Outreach messages are logged against investor contacts.
- Advisors can view the pipeline.
- Data room files can connect from Google Drive or Dropbox.
What to know first
- Web platform only.
- Platform use is restricted to business entities.
- Pro Founder costs 99.00 EUR per month or 999.00 EUR per year.
Verdict
CAPLINK CRM combines investor tracking, outreach, and collaboration with related fundraising modules. The free plan is available, while the Pro Founder plans add advanced CRM and other modules at the listed monthly or annual prices.
Get started with CAPLINK CRM
- Open https://caplink.capital/crm.
- Use the platform as a business entity.
- Start with the Free Founder plan or choose a Pro Founder plan billed monthly or annually.
- Add investors to the database and organize them by fundraising stage.
- Share a pitch deck or company presentation, then manage contacts and outreach in the pipeline.
What the free plan stops at
The Free Founder plan includes one shared pitch deck or company presentation. Advanced CRM, unlimited pitch deck sharing, unlimited data rooms, cap table and investor updates are listed with the Pro Founder plans.
Questions about CAPLINK CRM
Is CAPLINK CRM free?
Yes. The Free Founder plan is free.
What do the Pro Founder plans cost?
Pro Founder Monthly costs 99.00 EUR per month, billed monthly. Pro Founder Annual costs 999.00 EUR per year, billed annually.
Which platforms does CAPLINK CRM support?
The listed platform is web.
Can a consumer use the platform?
No. The terms say platform users must be business entities and may not be consumers.
What integrations are listed?
Data room files can be connected from Google Drive or Dropbox, or uploaded directly.
Who is CAPLINK CRM for?
CAPLINK describes its fundraising software as serving startups and the investors and advisors who work with them.
CAPLINK CRM plans and pricing
All plansCompared on investor relationship management software
- Free plan
- Yes
- Deal pipeline
- Yes
