How To Use Foundersuite.com To Raise Angel and Venture Capital - Foundersuite Onboarding 2026

Why It Matters

For startups, the platform turns a fragmented, time‑intensive capital‑raising process into a data‑driven, collaborative workflow, dramatically improving the odds of securing funding.

Key Takeaways

• Foundersuite offers integrated CRM, investor database, and outreach tools.
• Customize pipeline columns to track each fundraising stage precisely.
• Invite team members and advisors for collaborative, high‑visibility fundraising.
• Use AI‑powered intro and signal features to boost warm introductions.
• Import or sync investor lists; new investors added weekly automatically.

Summary

The webinar, led by Foundersuite founder Nathan Beckard, walks new users through the platform’s core purpose – helping startups raise angel and venture capital by centralizing fundraising workflows.

Beckard demonstrates the suite’s five main modules: a CRM pipeline, an investor database of roughly 144,000 contacts, pitch‑deck hosting, email sequencing, and a data‑room for due diligence. He shows how to create a pipeline, enrich it with industry tags, and let the system surface new investors weekly.

A standout feature is the AI‑driven “get intro” tool, which maps mutual connections and signals, claiming warm introductions are thirty times more effective than cold outreach. He also highlights a GPT wizard that summarizes investor profiles and a forthcoming co‑investment matrix built from 80,000 historic deals.

By consolidating data, automating outreach, and enabling team collaboration, Foundersuite promises faster, higher‑conversion fundraising, giving early‑stage founders a scalable alternative to manual investor hunting.

Original Description

In this video, Foundersuite's CEO, Nathan Beckord, walks through how to use the software platform to successfully raise capital. Topics include:

1:00 Intro + getting started with the Investor Matching Engine

2:44 Settings up the Investor CRM and adding columns

3:27 Inviting your team, co-founders, mentors and advisors

5:04 Connecting your email so you can send out emails, pitch decks, investor updates + it will fetch and display your email threads

6:20 CRM functionality including adding contacts, notes, files, to-dos and activities

7:19 Adding and importing investors from a CSV or Excel file

9:53 Searching the Investor Database to build a target list of prospective investors

10:47 Using the embedded ChatGPT prompt to do further research on each investor

12:55 Using the Get Intro feature to map your social graph and get "warm introductions" to each investor

14:45 More tips for using the Get Intro feature

15:40 Preview of new investor data coming soon

17:20 Tips for uploading and sending out your Pitch Deck and tracking views

18:30 Tips for using the Investor Update tool to build investor relationships

21:00 How to send batches of emails and email sequences with automation, as well as how to use Personalization Tokens to customize your emails

24:22 Creating your Data Room and tips for using it to get investors to signal their interest in your deal

28:41 Additional features: adding Custom Tags, Buik Actions, Exporting your Data, using multiple Pipelines to organize your investors, how to see the Dashboard and Activity, and more.