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On the recordRead 7 Oct 202616 facts
Fundingstack
415 Mission Street, 37th Floor, San Francisco, CA 94105, United States
Plans and prices
Virtual Data Room add-on
Priced on request
Add-on to the subscription; billing period not stated
Read 7 Oct 2026 · fundingstack.com
Fundingstack
$250a month
1500 investors per pipeline · unlimited pipelines · Virtual Data Room is a 150$ add-on
Read 7 Oct 2026 · fundingstack.com
On the record
- Bulk email
- The email tool sends personalized messages to multiple investors, supports attachments and templates, and tracks opens.fundingstack.com · read 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 · read 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 · read 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 · read 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 · read 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 · read 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 · read 7 Oct 2026
- Investor CRM
- The CRM supports customizable investor pipelines, team collaboration, tasks, calls, to-dos, files and email conversations.fundingstack.com · read 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 · read 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 · read 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 · read 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 · read 7 Oct 2026
- Purpose
- Fundingstack provides deal management and capital-raising tools for VCs, investment bankers, funding advisors and other deal makers.fundingstack.com · read 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 · read 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 · read 7 Oct 2026
