CapBloom Foundation gives you the core CRM infrastructure, investor pipeline, workflows, and templates you need to manage investor relationships without building a system from scratch.
Foundation gives you the structure to run a capital-raising CRM without paying for a custom implementation.
The pipeline is designed to show where every investor stands and what needs to happen next.
Foundation is designed to get you operational quickly, without weeks of implementation.
Share the basic information we need to provision your account, including company, domain, calendar, investor audience, and basic branding.
Your account is loaded with the Foundation pipeline, core fields, workflows, nurture automation, forms, and email templates.
Connect your email and calendar, review the pipeline, see what happens automatically, and learn where to customize the essentials.
Add or import investors, customize your basic messaging, test the system, and begin using CapBloom with your team.
Your first 14 days are focused on getting the essentials connected and the system in use.
We want you to actually use CapBloom before deciding whether it is the right fit. Complete your onboarding, connect the essentials, and put the system to work. If you decide CapBloom is not right for your business within the first 14 days, you may cancel your monthly subscription.
The $197 setup fee is non-refundable because account provisioning and onboarding have already been completed.
Foundation is a guided self-service plan. It gives you the system and support without turning onboarding into a custom consulting project.
You want structure and support, but you don’t need a done-for-you custom implementation.
CapBloom Foundation gives you one system to see where investors stand, what they’ve received, and what your team needs to do next.
Start Foundation