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Fundingstack
What Fundingstack is
Fundingstack is a web-based deal-management and capital-raising platform for venture capitalists, investment bankers, funding advisors and other deal makers. Its Investor CRM lets teams build customizable investor pipelines and coordinate tasks, calls, to-dos, files and email conversations. The investor database describes 216,000 global records covering VC firms, family offices, strategic investors, fund-of-funds, private equity firms, limited partners, lenders, angels and high-net-worth investors. Search filters include name or keyword, investor type, industry and location, with contact details, prior deals, stage and sector focus available on records. Users can upload PowerPoint or PDF pitch decks, share them online and track viewers, viewing time and latest visits. Investor updates can be created from templates or from scratch, distributed to selected lists and tracked. Bulk email supports personalization, attachments, templates and open tracking. The Virtual Data Room offers permissions, watermarking, activity tracking, analytics and listed security controls.
Who it suits
It suits VCs, investment bankers, funding advisors, fractional CEOs and other deal makers managing investor relationships. The company directs startups raising capital to Foundersuite.com instead.
What it does well
- 216,000 global investor records described
- Customizable pipelines and team collaboration
- Tracks pitch-deck viewing activity
- Bulk email supports templates and attachments
- Virtual Data Room has per-user permissions
What to know first
- No free plan
- Starts at $250 per user monthly
- 1,500 investors per pipeline
- Data Room is priced on request
Limits
The $250-per-user monthly plan allows 1,500 investors per pipeline; it includes unlimited pipelines. The Virtual Data Room is a $150-per-contact add-on, and there is no free plan.
Plans
| Plan | Billed and limits | Price |
|---|---|---|
| Virtual Data Room add-on | Add-on to the subscription; billing period not stated | $150 |
| Fundingstack | per user per month; subscriptions run month-to-month and auto-renew until cancelled · 1500 investors per pipeline · unlimited pipelines · Virtual Data Room is a 150$ add-on | $250 a month |
As fundingstack.com lists them, read 7 Oct 2026. The maker's own page has the final word.
Getting started
- Open https://fundingstack.com/
- Subscribe to Fundingstack at $250 per user per month
- Create investor pipelines with up to 1,500 investors each
- Connect Google Workspace to bring email conversations into the CRM
- Add the Virtual Data Room for $150 per contact if needed
Verdict
Fundingstack combines investor records, fundraising communications, pipeline work and controlled document sharing in one web platform. The monthly subscription and separate Data Room add-on should be considered before choosing it.
Questions
How much does Fundingstack cost?
Fundingstack costs $250.00 per user per month, billed month-to-month and auto-renewing until cancelled. The Virtual Data Room costs $150.00 per contact as an add-on.
Is there a free plan?
No. Fundingstack does not offer a free plan.
What platforms are supported?
Fundingstack is available on the web.
How many investors can a pipeline hold?
The Fundingstack plan allows 1,500 investors per pipeline and unlimited pipelines.
Does Fundingstack include a data room?
The Virtual Data Room is available as a $150-per-contact add-on. It supports permissions, view-only or download access, watermarking, activity tracking and analytics.
Can it sync email?
Yes. Google Workspace integration lets users access email conversations inside the Investor CRM.
Facts from Fundingstack's own pages
- Bulk email
- The email tool sends personalized messages to multiple investors, supports attachments and templates, and tracks opens. · fundingstack.com, 7 Oct 2026
- Cancellation terms
- Subscriptions may be cancelled at any time, but the pricing page says it does not issue credits or refunds for non-use or cancellation between billing cycles. · fundingstack.com, 7 Oct 2026
- Company history
- The company says Investor CRM launched under Foundersuite in 2016 and that Fundingstack spun out as a dedicated product in 2024. · fundingstack.com, 7 Oct 2026
- Data room controls
- The Virtual Data Room supports per-user document permissions, view-only or download access, watermarking, activity tracking and analytics. · fundingstack.com, 7 Oct 2026
- Data room security
- The Data Room page lists role-based permissions, audit trails, session timeouts and two-factor authentication among its security features. · fundingstack.com, 7 Oct 2026
- Data security
- The policy says customer data is stored on Heroku with a replicated PostgreSQL database and that data and transactions are encrypted. · fundingstack.com, 7 Oct 2026
- Email integration
- Fundingstack’s terms and privacy policy describe a Google Workspace integration that lets users access email conversations inside the Investor CRM. · fundingstack.com, 7 Oct 2026
- Headquarters
- 415 Mission Street, 37th Floor, San Francisco, CA 94105, United States · fundingstack.com, 28 Sept 2026
- Investor CRM
- The CRM supports customizable investor pipelines, team collaboration, tasks, calls, to-dos, files and email conversations. · fundingstack.com, 7 Oct 2026
- Investor database
- The investor database page describes 216,000 global investors, including VC firms, family offices, strategic investors, fund-of-funds, PE firms, LPs, lenders, angels and HNW investors. · fundingstack.com, 7 Oct 2026
- Investor search
- Users can filter investor records by name or keyword, type, industry and location, and view contact details, prior deals, stage and sector focus. · fundingstack.com, 7 Oct 2026
- Investor updates
- Users can create updates from templates or from scratch, distribute them using CRM and database lists, and track views and viewing duration. · fundingstack.com, 7 Oct 2026
- Pitch decks
- Users can upload PowerPoint or PDF decks, share online copies and track who viewed them, how long they spent and when they last visited. · fundingstack.com, 7 Oct 2026
- Purpose
- Fundingstack provides deal management and capital-raising tools for VCs, investment bankers, funding advisors and other deal makers. · fundingstack.com, 7 Oct 2026
- Support
- The pricing page lists customer support, and the Help Center directs users with questions to an Intercom chat window. · fundingstack.com, 7 Oct 2026
- Who it serves
- The company describes Fundingstack as a platform for VCs and investors, investment bankers, fractional CEOs and funding advisors, and says startups raising capital should use Foundersuite.com. · fundingstack.com, 7 Oct 2026
Where Fundingstack stands on Freedom251
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