Stop Losing Investors Because You Couldn't Follow Up

Everything you need to attract, nurture, and convert passive investors — built specifically for capital raisers.

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Know Who's Ready to Invest

Segment Investors Automatically
Instantly know who’s accredited, interested, or ready to wire funds. No more guessing who to follow up with.
Investor Profiles that Self Update
Let your leads fill out forms and surveys that tag themselves based on interest, timeline, and experience — so you don’t waste time on the wrong people.
Real-Time Visibility
Every investor is tracked in a visual pipeline. You’ll know exactly who’s moving toward commitment — and who needs a nudge.

Automations Build Trust

Automated Follow-Up That Feels Personal
Every lead hears from you — automatically. Personalized, timed, and relevant messaging builds familiarity and trust without you lifting a finger.
Drip Sequences That Educate and Convert
Nurture campaigns do the heavy lifting: explaining your strategy, answering objections, and preparing leads to say yes when you launch a deal.
Never Forget to Follow Up Again
CapBloom alerts you when someone goes cold — and re-engages them with emails, texts, or calls. Follow-through = more capital raised.

Launch Deals With Ease

Deal Pages that Track Commitments
Showcase your opportunity with a high-converting landing page that tracks soft commits and alerts you instantly when someone raises their hand.
Webinar Registrations and Automations
Nurture campaigns do the heavy lifting: explaining your strategy, answering objections, and preparing leads to say yes when you launch a deal.
Soft Commit Workflows That Push Deals Forward
Once someone clicks “I’m interested,” CapBloom takes over — sending personalized reminders, booking calls, and driving them toward funding.

Attract and Engage Investors

Capture Leads From All Channels
Whether they scan a QR code at a conference or download a lead magnet, every contact goes into CapBloom — tagged, segmented, and ready to nurture.
Track Every Touchpoint
You’ll know where each lead came from, what they clicked, and when they opened your deal email — so you can follow up like a pro.
Built-In Email, Text, and Call Tools
Engage investors across every channel, from one place. You don’t need 5 tools to have 1 conversation.

Turn Data Into Decisions That Raise More Capital

Dashboards That Show You What’s Working
See conversion rates, email performance, and investor activity in real-time — so you double down on what drives results.
Quarterly Reviews to Fine-Tune Performance
We meet with you to review what’s working, what’s not, and how to improve your raise next quarter.
Systematize What’s Already Working
Already closed a raise? We’ll reverse-engineer what worked and turn it into a repeatable, automated funnel.

Don't Just Buy a Tool - Get a System

We Set It Up For You
We take care of everything. Walk away with a fully functioning capital raising system, not just another CRM login.
Support From People Who Actually Get It
CapBloom is built for capital raisers. And so is our support.
You Focus on Investors. We Handle the Tech.
Skip the endless setup and get straight to raising capital. We handle the integrations, automation, and optimization — you handle the relationships.

You don't need more tools.

You need a system that turns leads into investors

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Success Stories

Hey Don't Take Our Words For It Hear From Our Client:

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