Pricing

Your CRM Should Do More Than Store Contacts

CapBloom helps capital raisers build the infrastructure, automation, and intelligence to know who needs attention — and what should happen next.

Start with the system.
Have us build it around your business.
Add an AI layer that helps your team understand what to do next.
Foundation
$197 /month
$197 account setup fee
The CRM infrastructure built for capital raisers.

For teams that want a strong investor-management system without paying for a custom build. Foundation gives you the core CapBloom platform, investor workflows, automations, and support you need to run the system yourself.

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Core Platform
  • CRM with Unlimited Contacts & Users
  • Email Marketing
  • 1:1 Email Sync
  • Dedicated Sending Domain
  • Website Builder with 5 Templates
  • Calendar + Confirmation/Reminder Automations
  • Form Builder
  • Invest With Us Form + Workflow
Investor Framework
  • Investor Nurture Pipeline
  • Welcome Sequence Workflow
  • 5 Welcome Email Templates
  • Core Investor Nurture Automations
  • Basic Segmentation Structure
Support
  • 1:1 Account Setup Call
  • Weekly Office Hours
  • Email Support
Best for:

Capital raisers who want CapBloom's infrastructure and are comfortable configuring and operating the system themselves.

Most Popular
Operator
$397 /month
Custom implementation fee based on scope
Stop managing your CRM. Let it manage more of the process.

For active capital raisers who want CapBloom to architect the system around the way their business actually works. We customize your CRM, build your automations, create your investor nurture system, and reduce the amount of follow-up that depends on someone remembering what to do.

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Everything in Foundation, plus:
Custom CRM Architecture
  • Fully Customized CRM Architecture
  • Advanced Segmentation Strategy
  • Custom Investor Nurture Logic
  • Advanced Investor Pipeline + Automations
  • Soft Commit Tracking Structure
  • Pipeline Optimization
Automation + Prioritization
  • InvestorIQ Lead Scoring
  • Behavior-Based Automations
  • Investor Engagement Tracking
  • Lead Magnet Automation
  • Pre-Built Forms + Surveys
Copywriting Included
  • Custom Welcome Sequence
  • 10-Week Investor Nurture Copy
  • Investor Messaging Review + Refinement
Hands-On Implementation
  • 60–90 Day Implementation + Support
  • Priority Email Support
  • Quarterly Business Review
Best for:

Capital raisers who do not want to spend their time designing workflows, configuring automations, writing nurture sequences, and figuring out how the pieces should connect.

You could build it yourself. You probably have better things to do.

Intelligence
$697 /month
Custom implementation fee based on scope
Your CRM should do more than tell you what happened.

CapBloom Intelligence adds an AI layer to your investor operations so your team can understand what is happening, why it matters, and where attention should go next.

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Everything in Operator, plus:
  • Investor Intelligence Briefs — AI-generated relationship summaries your team can use before outreach.
  • Next-Best-Action Recommendations — Surface priority investors and recommend what to do next.
  • AI-Assisted Investor Outreach — Contextual follow-up drafts based on actual investor history.
  • Weekly Opportunity Digest — A prioritized view of who deserves attention across your database.
  • Ongoing AI Optimization — Your intelligence layer evolves as the technology does.
Best for:

Capital-raising teams that already have meaningful investor activity and want their CRM to help them interpret signals, prioritize opportunities, and take action more intelligently.

What's the Difference?

Foundation

Run the system.

You get CapBloom's infrastructure and investor framework. Best if you are comfortable operating and configuring the CRM yourself.

Operator

Let the system run more of the process.

CapBloom architects the CRM around your business and automates the repetitive work. Your system tracks, scores, updates, triggers, prioritizes, and follows predefined business logic.

Intelligence

Let the system help you interpret what is happening.

AI adds context to the signals already being generated inside the business. Your team gets help understanding why something may matter and what deserves human attention next.

Automation Isn't the Same as Intelligence

Operator follows the rules you define. Intelligence adds context to what's happening and helps your team understand why something matters — and what to do next.

Operator: What happened?

Intelligence: What does it mean, and what should we do next?

Not Sure Which Plan Fits?

Choose Foundation if:

You want the CapBloom platform and investor framework and prefer a more DIY implementation.

Choose Operator if:

You want CapBloom to architect, automate, and implement the system around your business.

Choose Intelligence if:

You already have meaningful investor activity and want to add AI-driven context, interpretation, and next-action support on top of your automation.

Book a Demo →
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