Pipeline Formation
Purpose Built Investor CRM
Designed for Fundraising
Purpose Built Investor CRM that Understands Fundraising
Run a structured, high-velocity process from a centralized workspace equipped with proprietary intelligence.
Platform Capabilities
Platform Capabilities
Pipeline Management
Manage your entire raise process in one structured data-driven workspace from research, outreach and meetings to diligence and close.
Advanced Data Columns
Custom Columns
Import Investors
Filter, Sort & Group
Pipeline Management
Manage your entire raise process in one structured data-driven workspace from research, outreach and meetings to diligence and close.
Advanced Data Columns
Custom Columns
Import Investors
Filter, Sort & Group
Pipeline Management
Manage your entire raise process in one structured data-driven workspace from research, outreach and meetings to diligence and close.
Advanced Data Columns
Custom Columns
Import Investors
Filter, Sort & Group
How it Works
How it Works
Built to give founders a centralized operating system for running structured, high-velocity fundraising processes.
Built to give founders a centralized operating system for running structured, high-velocity fundraising processes.
01
Build Your Pipeline
Import investors or manually create a fundraising pipeline tailored to your process.
Investor Tracking
Pipeline Structure
Fundraise Management
02
Customize Your Workspace
03
Manage Fundraising Execution
01
Build Your Pipeline
Import investors or manually create a fundraising pipeline tailored to your process.
Investor Tracking
Pipeline Structure
Fundraise Management
02
Customize Your Workspace
03
Manage Fundraising Execution
Frequently Asked Questions (FAQs)
Frequently Asked Questions (FAQs)
How does Metal compare against industry leading sales CRMs?
Can I customize my pipeline stages and workflows?
Can I add investors that aren’t already in Metal?
Does Metal sync emails and meetings into the pipeline?
Can I manage multiple fundraising workflows at once?












































