Investors
Deal flow, portfolio and network in one place
Track every founder from first intro to investment committee, see who on your team knows them best, and keep the whole fund working from the same records.
- founders and companies tracked from first intro to exit
- 2,600
- from a forwarded deck to a deal with founders and round filled in
- 4 min
- more warm intro paths found through the team's shared network
- 3x
Templates
Start from a template. Six lists for funds, and for founders raising.
Deal flow
Every company from sourced to invested, with the round, check size and source.
Fundraising
For founders raising: investors by status, commitment and the partner you're talking to.
Portfolio
Companies you've backed, with ownership, last valuation and who sits on the board.
Co-investors
Funds you invest alongside, their stage focus and the deals you've shared.
LP relations
Limited partners with their commitment, fund and when they last heard from you.
Founder network
Founders and operators you know, who introduced them and how well you know them.
How it works
A CRM that fits a fund. Founders, rounds and intros, linked.
- Step 1
Forward decks, get deals
Send a pitch email to your Modal address. The company, founders and round are created and linked, with the deck attached.
- Step 2
Find the warm path
Connection strength from every partner's inbox and calendar shows who knows a founder best, before anyone reaches out.
- Step 3
Run IC from the record
Notes, diligence and the memo live on the deal. Move it to IC and the whole partnership sees the same thing.
Customer story
Northbeam. Deal flow, portfolio and LP updates in one workspace.
“We tried three CRMs before Modal. It's the first one that fit how a fund actually works: founders, rounds, co-investors and intros, all linked to each other.”
Rafael CostaPartner, Northbeam2xmore first meetings from warm introsIntegrations
Connects to the tools you use. Inboxes, calendars, memos and signatures, connected.
Investor questions
Something else? Ask the team
Can we track founders, rounds and co-investors separately?
Yes. Add Investors and Rounds as their own objects and link them to companies and people, so one founder can appear across several companies and rounds.
How is connection strength worked out?
From the emails and meetings each team member has had with a person: how many, how recent and who replied. Only metadata is shared with the team, never the content of private threads.
Can founders use Modal to fundraise?
Many do. The fundraising template tracks investors by status and commitment, and the free plan covers a founding team of three.
Can we keep some deals private?
Yes. Restrict a list or a record to the partners working on it. Permissions apply to reports and Ask Modal answers as well.
Give the whole fund one view of every deal
Start free with three seats, connect your inboxes, and your network and deal flow fill in from day one.