Nautis Fundraising CRM

Overview

Nautis Fundraising CRM is a web-based workspace for managing investor relationships around a fundraising round. It suits founders and small teams coordinating a raise, especially when collaborators need a shared record of investor conversations. Its core strength is tying deal progress to a round’s target; email outreach still happens in a separate tool.

Key features

Each round has its own pipeline, target, and progress meter, keeping separate raises organized independently. The default stages—Lead, Contacted, Meeting, Term Sheet, Committed, and Passed—can be changed per round, so a team can shape the pipeline around its process. The dashboard tracks deal counts, committed and passed amounts, total raised, and target progress, and flags an oversubscribed round. This gives founders a practical view of fundraising momentum, while keeping the stages and totals tied to each raise.

Deal records hold notes, meetings, comments, files, and a full activity log. That history helps a team follow an investor relationship across multiple contributors. Round-level access controls also let teams limit private deals to the creator, listed collaborators, and organization admins. Investors can be added from Nautis Find Investors or by importing a personal list.

Nautis can log outreach and draft messages, but it does not send investor email. Founders who want their CRM to handle sending as well as tracking will need another tool for that part of the workflow. Integrations include Slack, Notion, Linear, GitHub, Gmail, and a catalog of more than 1,000 tools for AI agent integrations; write actions require user approval. Nautis states that sensitive data is encrypted at rest with AES-256-GCM and in transit with TLS/SSL, with bcrypt password hashing, TOTP two-factor authentication, and role-based access controls. AI providers process prompts and document content per request, and that content is not used for model training. Customer support is available by email, with most inbound messages receiving a response within one business day.

Pricing

Nautis offers a free plan, although the CRM sits within a wider product with caps on contacts and other resources. The Free plan costs nothing, billed forever, and includes 25 Contacts, 1 Data Room, 25 Credentials Vault entries, 5 Notes, 1 Business Plan, and 1 Milestone. It is a way to start with a small collection of contacts, but the low caps make it a limited base for an active raise.

Launch costs $49 a month, billed $49 per month, and is positioned for a solo founder. It raises the caps to 500 Contacts, 5 Data Rooms, 50 Credentials Vault entries, 100 Notes, 5 Business Plans, 5 GTM Planners, and 5 Milestones, with 5 Team Members. This is the entry paid tier for a founder who needs room to organize a raise and a small team, though its resource limits remain defined.

Voyage costs $99 a month, billed $99 per month, and targets a mid size startup. It includes 1,000 Contacts, 10 Data Rooms, 100 Credentials Vault entries, 250 Notes, 10 Business Plans, 10 GTM Planners, and unlimited Milestones, with 10 Team Members. The higher contact and collaboration limits better suit a growing team managing more investor relationships.

Fleet costs $129 a month, billed $129 per month, and is aimed at big startups. It provides unlimited Contacts, Credentials Vault entries, and Notes, plus 25 Data Rooms, 25 Team Members, 25 Business Plans, 25 GTM Planners, and unlimited Milestones. It is the tier for teams that need more room for contacts and records; its other listed resources and team seats still have caps. A 14-day trial is offered. The free plan is billed forever, and the paid plans are billed monthly.

Platforms

Nautis Fundraising CRM is available on the web. Teams that need a mobile or desktop app should consider another option.

Who it's for

The best fit is a founder actively raising who wants each round tracked against its own target and stages. It also suits teams co-running outreach and investors or advisors helping a portfolio company raise, since shared records and round-level permissions support collaboration. It is less suitable when sending investor email from inside the CRM is essential.

Pros and cons

• Round-specific pipelines: separate stages, targets, and progress meters keep multiple raises distinct.
• Useful deal context: notes, meetings, comments, files, and activity history give collaborators a common record.
• Controlled sharing: private deals can be restricted to their creator, named collaborators, and organization admins.
• Email sending is outside the CRM: Nautis can log outreach and draft messages, but users must send through their normal email tool.
• Resource limits vary by plan: the free tier has only 25 Contacts, while even Fleet caps team members, data rooms, business plans, and GTM planners.
• Web only: no mobile or desktop platform is included.

Alternatives

For a broader set of options, browse the Investor Relationship Management Software list. Relate Fundraising CRM is worth comparing if cross-platform access matters: it lists Android, iOS, macOS, web, and Windows, alongside a free plan and trial. CAPLINK CRM may suit founders who want a free plan with an investor database, startup profile and landing page, pitch deck sharing, calendar integration, and a KPI dashboard.

Visible is another free-plan option, with a Starter tier that includes 100 investor recipients, two pitch decks, two pipelines, one data room, 25 files, and two users. Dealtable offers a free Starter plan; choose it for a different deal-tracking option, with paid upgrades adding AI research, team collaboration, and unlimited deal tracking. OpenVC CRM is a fit for readers who prioritize scale in the free tier, which includes unlimited CRM, team members, and deck analytics.

Clienteer, Altvia, and Juniper Square are other paid options to compare.

Verdict

Choose Nautis Fundraising CRM if you are raising actively and want a round-centered pipeline, clear progress against a target, and shared deal records with controlled access. Its strongest reason to choose it is the way it organizes fundraising activity around each raise. Look elsewhere if you need investor email sending built in, mobile or desktop access, or higher limits without moving to a paid plan.