Scattered Contacts
Investor information is spread across spreadsheets, inboxes, and notes.
Build, nurture, and organize investor relationships before the pressure of a live deal—so you are not starting from a cold list when the clock is already running.
When every new deal means searching for contacts, chasing follow-up, and rebuilding trust, you are starting from zero.
Investor information is spread across spreadsheets, inboxes, and notes.
Good conversations go cold because there is no consistent system.
You are trying to build trust while the clock is already running.
Build the investor relationships and follow-up system before the next deal arrives.
Instead of introducing yourself during the raise, open your next opportunity to people who have already been learning from you and staying connected.
Your communication keeps you familiar and relevant.
They understand how you think and invest.
The right people are already moving toward a call.
Trust is already growing before the deal goes live.
Build the relationship before you need the capital.
RaiseGenius brings the technology, workflows, training, and support into one clear system.
Everything needed to build and manage investor relationships before the next raise.
CRM, pipelines, email, SMS, forms, calendars, and reporting.
Ready-made workflows, website template, automations, and pipeline setup.
Step-by-step lessons and recurring capital-raising education.
Weekly calls, coaching, accountability, and community.
You are not just subscribing to software. You are building a repeatable investor pipeline.
RaiseGenius was designed around the actual process of building trust, organizing conversations, and following up before a live opportunity.
RaiseGenius connects the tools and workflows needed to build investor relationships before, during, and after every raise.
Give potential investors clear ways to discover and engage with you.
Build trust by consistently sharing useful information and how you invest.
Stay top of mind without manually following up with every contact.
Move engaged contacts into conversations and potential commitments.
See what is working and strengthen the process over time.
Each stage works together so your pipeline keeps moving even when you are not actively raising.
Watch how RaiseGenius helps you organize investor contacts, automate follow-up, book calls, and manage your pipeline in one place.
Everything you need to attract, educate, nurture, and follow up with investors—in one connected platform.
Examples shown for comparison only. RaiseGenius combines similar capabilities in one connected capital-raising platform.
| What You Need | Examples of Comparable Tools | Estimated Monthly Cost | RaiseGenius |
|---|---|---|---|
| CRM & Pipeline Management |
|
$99/mo | ✓Included |
| Email Marketing & Automation |
|
$399/mo | ✓Included |
| 2-Way SMS Marketing |
|
$99/mo | ✓Included |
| Booking & Appointments |
|
$29/mo | ✓Included |
| Funnels & Landing Pages |
|
$297/mo | ✓Included |
| Website Builder |
|
$29/mo | ✓Included |
| Social Media Management & Auto-Reply |
|
$49/mo | ✓Included |
| Forms & Surveys |
|
$49/mo | ✓Included |
| Tracking & Analytics |
|
$254/mo | ✓Included |
| Memberships |
|
$99/mo | ✓Included |
| File & Document Management |
|
$47/mo | ✓Included |
| Workflow Automations |
|
$49/mo | ✓Included |
Third-party names and logos are trademarks of their respective owners and are used only for identification and comparison. RaiseGenius is not affiliated with, endorsed by, or sponsored by these companies. Pricing is illustrative, may vary by plan, usage, and billing term, and should be independently verified before publication.
RaiseGenius combines the platform, setup framework, training, support, and community needed to build and manage your investor pipeline.
One connected place to manage investor relationships, communication, scheduling, forms, campaigns, and follow-up.
Start from a capital-raising framework instead of building every workflow from scratch.
Step-by-step classroom guidance to configure your account and launch your investor pipeline.
Get help implementing the technology and strengthening your capital-raising approach.
Connect with other operators, sponsors, and fund managers building investor pipelines.
You are not left with another generic CRM and a blank screen.
RaiseGenius gives you ongoing implementation support, live capital-raising training, and a free community where you can learn alongside other operators.
Get practical help configuring RaiseGenius and putting the investor pipeline system into action.
Strengthen how you communicate with investors, build trust, and move relationships toward meaningful conversations.
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Learn, ask questions, share wins, and build alongside operators, sponsors, and fund managers working on their investor pipelines.
Real conversations, real member feedback, and the experience behind the system—presented clearly, without hype.
Investor “Yes” Call Montage
Two detailed member stories, followed by real wins shared inside the Investor Pipeline Engine community.
“Seven months earlier, I didn’t think I could raise capital. I went on to help raise hundreds of thousands of dollars for a $10.8 million, 152-unit deal—and finished as the second-highest capital raiser on most of the team.”
“If you’re looking at taking your business to the next level, the Investor Pipeline Engine is something that you need in your toolbox.”
More Wins From the IPE Community
Real feedback and capital-raising progress shared inside the Investor Pipeline Engine community.
Stephen Lee-Thomas built RaiseGenius after seeing the same problem repeatedly: talented operators were finding opportunities, but they did not have a consistent system for building investor relationships before the raise began.
Instead of another generic CRM, he created a practical investor-pipeline system that combines technology, follow-up, training, and implementation support around the way capital raisers actually work.
The goal is simple: help operators stay organized, build trust earlier, and enter every opportunity with a stronger pipeline and less pressure.
Both billing options include the complete RaiseGenius platform, training, implementation support, and community access. Start with 30 days free.
Maximum flexibility with simple month-to-month billing.
Get full access to RaiseGenius, including the platform, training, support, and community. Cancel before day 30 and you will not be charged.
Clear answers about the platform, support, trial, and billing.
Build the investor relationships, systems, and follow-up process before the next opportunity arrives.
Start With a 30-Day Free Trial