From a first time founder, this resource has been worth its weight in gold. The CRM has provided an easy way for me to keep track of our raise separately from our client CRM for sales, which kept my role as CEO headache free.

This is my first time founding a company. The quantity of resources within Foundersuite were overwhelming at first. I thought for sure I would never use them all. Little did I know, I have used nearly every single educational resource, checklist, and worksheet. The guidance Foundersuite provided was invaluable.

The size of the investor list is massive, but it takes some additional work to get connected with them. I spend a good amount of time going to Linkedin or company websites to find direct contact information.

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.

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

just organized a bit better than a xls file

The interface is OK and the search integration with angel list is the only feature that was above average

The inability to export the work done on the platform or import pipelines form other platforms, also the automation is poor, email automation is a must in this kind of tool

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

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.

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.

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.

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.

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.