A Capital Raising CRM That Gets Smarter As You Grow
Start with the infrastructure. Have us implement the system for you. Or add an AI intelligence layer that helps your team understand who needs attention, why it matters, and what to do next.
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.
Get Started- 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 Nurture Pipeline
- Welcome Sequence Workflow
- 5 Welcome Email Templates
- Core Investor Nurture Automations
- Basic Segmentation Structure
- 1:1 Account Setup Call
- Weekly Office Hours
- Email Support
Capital raisers who want CapBloom's infrastructure and are comfortable configuring and operating the system themselves.
50% to begin · 50% at launch
We start with CapBloom's proven capital-raising framework, then personalize the pipeline, automations, nurture, segmentation, tracking, and lead capture around your business and investor journey.
Book a Demo- Capital Raising Pipeline Personalized to Your Business
- Advanced Investor Segmentation
- Investor Nurture Strategy + Automation
- Soft Commit Tracking
- Investor Engagement Tracking
- Pipeline Automation + Optimization
- InvestorIQ Lead Scoring
- Behavior-Based Automations
- Lead Magnet Automation
- 1 Branded Lead Magnet Landing Page Using a CapBloom Template
- Lead Capture Forms + Workflows
- Pre-Built Forms + Surveys
- Personalized Welcome Sequence
- Investor Nurture Sequence
- Lead Magnet Page Copy Personalization
- Investor Messaging Review + Refinement
- Implementation + Launch Support
- Team Training
- $50/Month Email Sending Credit
- Priority Email Support
- Quarterly Business Review
Capital raisers who want the system implemented, personalized, automated, and launched for them without starting from a blank CRM.
You could build it yourself. You probably have better things to do.
50% to begin · 50% at launch
CapBloom Intelligence adds an AI layer on top of your investor operations. It turns CRM activity into relationship context, priorities, suggested actions, and more relevant investor outreach.
Book a Demo- Investor Intelligence Briefs — AI-generated relationship summaries before calls, emails, and follow-up.
- Next-Best-Action Recommendations — Identify investors who may deserve attention and see the logical next step.
- AI-Assisted Investor Outreach — Generate contextual follow-up based on actual investor history, activity, and stage.
- Weekly Opportunity Digest — A prioritized view of investor relationships and opportunities your team should review this week.
- AI-Powered Relationship Context — Turn notes, emails, activity, and CRM history into a clearer picture of the investor relationship.
- Ongoing AI Optimization — Your intelligence layer evolves as CapBloom's AI capabilities evolve.
Capital raisers with meaningful investor activity who don't just want automation — they want help deciding where human attention can have the greatest impact.
Your CRM already has the data. Intelligence helps your team understand what it means.
Email sending credit applies to eligible email usage within CapBloom. Unused monthly credits do not roll over. Branded lead magnet landing page uses a CapBloom template and includes brand, copy, form, and workflow personalization. Additional landing pages, funnels, specialty campaigns, or custom workflows may be scoped separately.
What's the Difference?
Run the system.
You get CapBloom's infrastructure and investor framework. Best if you are comfortable operating and configuring the CRM yourself.
Let the system run more of the process.
CapBloom is implemented around your investor journey. Automations handle repetitive follow-up, scoring, tracking, segmentation, and predefined workflows.
Let AI help you decide what to do next.
AI interprets the signals inside your investor relationships and helps your team understand who may need attention, why it matters, and what the next action could be.
Automation Isn't the Same as Intelligence
Operator follows the processes and rules built into your CRM. Intelligence adds another layer: context.
Operator: What happened, and what should happen automatically?
Intelligence: What does this investor activity mean, who should we focus on, and what should we do next?
Not Sure Which Plan Fits?
You want the CapBloom platform and investor framework and prefer a more DIY implementation.
You want CapBloom implemented, personalized, automated, and launched around your capital-raising process.
You want everything in Operator plus AI-powered relationship context, prioritization, opportunity detection, and next-action support.
Some services are billed based on actual usage.
Phone, SMS, email, email verification, premium workflow executions, and other metered services may be billed separately from your subscription.
View Current CapBloom Usage Rates →We help Real Estate Investors, Syndicators, and Capital Raisers turn leads into investors.
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