- Home
- Investor Relationship Management Software
- Nautis Fundraising CRM
Nautis Fundraising CRM
What it is
Nautis Fundraising CRM is a web-based investor pipeline for founders raising capital. Each round has separate stages, a target, and a progress meter, while default Lead, Contacted, Meeting, Term Sheet, Committed, and Passed stages can be edited. Deal records store notes, meetings, comments, files, and activity history. A dashboard shows deal counts, committed and passed amounts, total raised, target progress, and an oversubscribed badge. Investors can be added from Nautis Find Investors or imported from a personal list. Nautis logs outreach and drafts messages, but sending uses the founder’s normal email tool. Round-level permissions limit private deals to creators, listed collaborators, and organization administrators. Listed integrations include Slack, Notion, Linear, GitHub, Gmail, and more than 1,000 AI-agent tools; write actions require approval. Plans include Free, Launch at $49/mo, Voyage at $99/mo, and Fleet at $129/mo, with a 14-day trial noted.
For and against
For
- Separate pipelines for each fundraising round
- Editable deal stages and progress targets
- Dashboard tracks raised and committed amounts
- Round-level access controls
- Free plan and 14-day trial noted
Against
- Email sending requires the user's normal email tool
- Free plan limits contacts to 25
- Paid plans start at $49/mo
The verdict
Nautis Fundraising CRM organizes investor outreach and round progress in a structured pipeline. Its dashboards, permissions, and integrations support collaborative fundraising, while email delivery remains outside the product.
Who it suits
It suits founders actively raising, teams sharing outreach, and investors or advisers helping a portfolio raise. The free plan has limited features; paid plans add higher listed limits.
Plans and prices
Free
limited features · Contacts 25 · Data Rooms 1 · Credentials Vault 25
Read 8 Oct 2026 · getnautis.com
Launch
Solo Founder · Contacts 500 · Data Rooms 5 · Credentials Vault 50
Read 8 Oct 2026 · getnautis.com
Voyage
mid size startup · Contacts 1,000 · Data Rooms 10 · Credentials Vault 100
Read 8 Oct 2026 · getnautis.com
Fleet
Big startups · Contacts Unlimited · Data Rooms 25 · Credentials Vault Unlimited
Read 8 Oct 2026 · getnautis.com
On the record
- Access controls
- Round-level shared access limits private deals to the creator, listed collaborators, and organization admins.getnautis.com · read 8 Oct 2026
- Add investors
- Investors can be added from Nautis Find Investors or by importing the user's own list.getnautis.com · read 8 Oct 2026
- AI data
- The data processors page says prompts and document content are processed per request by AI providers and are not used for model training.getnautis.com · read 8 Oct 2026
- Audience
- The maker identifies founders raising actively, teams co-running outreach, and investors or advisors helping a portfolio raise as users of Fundraising CRM.getnautis.com · read 8 Oct 2026
- Custom stages
- The default Lead, Contacted, Meeting, Term Sheet, Committed, and Passed stages can be edited per round.getnautis.com · read 8 Oct 2026
- Dashboard
- The round dashboard shows deal counts, committed and passed amounts, total raised, target progress, and an oversubscribed badge.getnautis.com · read 8 Oct 2026
- Deal records
- Each deal can hold notes, meetings, comments, files, and a full activity log.getnautis.com · read 8 Oct 2026
- Email limitation
- Nautis logs outreach and can draft messages, but investors are emailed through the user's normal email tool.getnautis.com · read 8 Oct 2026
- Integrations
- Nautis lists Slack, Notion, Linear, GitHub, Gmail, and a catalog of 1,000+ tools for AI agent integrations; write actions require user approval.getnautis.com · read 8 Oct 2026
- Purpose
- Fundraising CRM is an investor pipeline where a founder creates a round for a raise and tracks investors as deals from first contact through committed capital.getnautis.com · read 8 Oct 2026
- Round pipelines
- Each fundraising round has its own stages, target, and progress meter.getnautis.com · read 8 Oct 2026
- Security
- Nautis's privacy policy states it uses AES-256-GCM encryption at rest for sensitive data, TLS/SSL in transit, bcrypt password hashing, TOTP two-factor authentication, and role-based access controls.getnautis.com · read 8 Oct 2026
- Support
- Nautis lists customer support at [email protected] and says most inbound messages receive a response within one business day.getnautis.com · read 8 Oct 2026
