Foundersuite

RATING:

4.6

(109)

About Foundersuite

Foundersuite is a cloud-based solution designed to help investment bankers, startups, entrepreneurs, incubators and growth companies manage processes for the entire fundraising lifecycle. Key features include team assignments, relationship tracking, performance metrics and fund management. Current and prospective investors can generate reports using Foundersuite for internal/external recipients and set database access preference to public or private for ensuring data security. The solution allows enterprises to send notifications, host pitch decks online, track report views and monitor engagement between investors and stakeholders. Additionally, the centralized platform stores all Facebook, LinkedIn and other social connections of investors, which helps startup te...

Foundersuite Pricing

Basic plan is free; Silver plan is $49/month; Gold plan is $69/month.

Starting price: 

$62.00 per month

Free trial: 

Available

Free version: 

Available

Foundersuite task creation screenshot
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Foundersuite Reviews

Overall Rating

4.6

Ratings Breakdown

Secondary Ratings

Ease-of-use

4.5

Customer Support

5

Value for money

4.5

Functionality

4.5

Most Helpful Reviews for Foundersuite

1 - 5 of 109 Reviews

User Profile

David

Verified reviewer

Used daily for less than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed January 2018

Been great for researching and "collecting" prospective angel investors as we prepare to raise.

PROS

Large investor database (there are thousands of potential New York area investors in the system). Easy to use interface that keeps me on track with my fundraise and helps me manage investor relationships. Solid workshops and webinars about raising capital. Great customer support. I've also been using the Investor Update tool to keep our stakeholders in the loop with our progress, which they've appreciated.

CONS

I originally got a 40% discount through WeWork’s Services Store. It would be nice if the discount extended forever.

User Profile

Kurt

Verified reviewer

Internet

Used daily for less than 12 months

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed December 2017

My experience has been amazing! Currently using Foundersuite daily and solves so many headaches!

Easy of use Tracking flow of investors Valuable investor related information and prospecting new investors Saves me so much time having everything in one place versus excel sheets

PROS

What I love most is how easy things are to input and transfer around on the Kanaban board to track things. It is super easy to setup, add notes, track progress and visualize your flow of investors all in one place! Highly recommend people to use this that are running a business and need a CRM tool to track potential investors/ current investors or keep them up to date.

CONS

Sometimes I get logged out more than I would like, I have to login almost every time I visit the site vs it remembering my credentials.

Anonymous

Used weekly for less than 12 months

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

3

EASE OF USE

3

VALUE FOR MONEY

2

CUSTOMER SUPPORT

4

FUNCTIONALITY

2

Reviewed December 2017

Useful but kinda clunky and overpriced for an early stage startup

PROS

The investor reports are nice and easy to assemble...I need more characters but there isn't enough great things to say lol

CONS

Kan ban is a GREAT concept but shows less-important important info on the cards. No way to customize. And editing investor details is a pain. Haven't seen updates in awhile (reports could use some more functionality to make them great).

Vendor Response

Thanks for the review. I'd like to invite the reviewer back to take another test drive... after a lull in the earlier part of 2017, we've been adding a TON of new features... ability to add VC Firms, ability to add custom fields on the investor cards, improved CSV import, etc. As for the investor Updater tool, we are just about to launch new KPI Table (in code review) plus a tool to automatically send reports (plus track the amount of time investors spent reading your reports). Lots of good things in the works -- come back and check out what's new :)

Replied December 2017

User Profile

Mike

Verified reviewer

Used weekly for less than 12 months

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed December 2017

Exceptionally easy to tailor to my own needs; integrates well with my other software; great asset

Instant organization for the multitude of investors and investor candidates, then partners and candidate partners in our company. Foundersuite gives us shared awareness and near-real-time status on exactly where we sit on investor and biz development which grows accuracy, saves time, and streamlines what could be a laborious endeavor.

PROS

You can modify columns which give a customization flexibility to make it a useful CRM across many business domains. I used Foundersuite for our fundraising and immediately pivoted to biz dev partners and partner candidates. I had minimal instruction; discovery learning is easy. This is my first outside of a career in the military and I love it.

CONS

Minor comments: SUGGESTIONS--The edit/save feature is hard to see; consequently, I sometimes forget to save an entry (per field) and often repeat the work. the email historical info is terrific, but sorting through the email message (unformatted) is difficult. If the history can preserve emails in their original format--and not just the text--it would be a massive time saver.

User Profile

Woody

Verified reviewer

Computer Software, 2-10 employees

Used weekly for less than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed November 2020

bring organization to your fundraise

PROS

-Database of investors that are easily sortable by stage and industry -Ability to mail merge in the CRM

CONS

-some of the UI needs a refresh, like adding notes and defaulting to show a view of the most recent activity