Capture more leads.
Automate the follow-up.
Raise more capital.
Disorganized lead tracking, resulting in lost opportunities
Unpolished presentation materials turning off Investor prospects
Valuable time wasted on calls with unqualified leads
Inconsistent follow-ups leading to lost interest
Lack of data insights for informed decision-making
Overwhelming manual processes stalling growth
Numerous disconnected systems
Expensive to maintain
Don't worry, we can help!
Step into the light with RaiseRapidly™
Centralized purpose-built CRM for investor lead tracking
Professional looking assets that inspire confidence
Automated qualification and nurturing processes
Consistent, strategic follow-ups driving engagement
Actionable data insights for better decision-making
Streamlined systems that empower teams and scale efforts.
Fully Integrated system
Save THOUSANDS of $$ / month.
- Andrew
- John
- Bradly
Access the closest thing to a “business in a box” so you can run your business like a top 1% capital raiser, even if you’re not tech-savvy. You’ll have every tool you need to generate more leads, nurture your valuable network, and raise capital in one system.
Simplifying your workflow, our custom-built sales automation form powers instant updates to your opportunities and pipeline with just one click - accessible on mobile and desktop, from anywhere.
Essential for automatically identifying and prioritizing the warmest investor leads at the right time, with the right message.
Vital for understanding campaign effectiveness, optimizing strategies, and ensuring high visibility in investor searches.
Sophisticated scheduling, lead scoring, and sales automation to keep your operations smooth and your engagement personalized.
Leverage targeted email and SMS campaigns to nurture leads, build relationships, and boost conversions.
Tailored funnels to guide your audience from initial interest to committed action, through free resources, webinars, and targeted ads.
Easy-to-use forms such as application forms, contact forms, training sign-ups, lead magnets. and more. Making it effortless for your audience to connect with you.
Seamless integration with top social platforms to enhance your visibility, engage with a wider audience, and drive conversions.
Customizable website, email, and webinar templates designed to captivate your audience and amplify your message.
Comprehensive analytics for detailed insights into your social media performance, funnel effectiveness, and overall engagement strategy.
Stop struggling with expensive & complicated systems.
Streamline all of your processes in one place.
Manage and build trust with Investor leads like a pro.
Yes, they will notice.
+$1,997 jump-start setup fee
All-In-One Investor Lead Management
Investor Landing Site
Email Marketing Sequences
2-Way SMS Marketing
Deal Templates
Investor Lead Funnels
Pre-built Automations
Investor Qualification Engine
Appointments Engine
Surveys & Forms
Call Tracking
Tracking & Analytics
Professional Onboarding
24/7 Tech Support
+ Much More
*plus applicable usage
+$1,997 $997 jump-start setup fee
All-In-One Investor Lead Management
Investor Landing Site
Email Marketing Sequences
2-Way SMS Marketing
Deal Templates
Investor Lead Funnels
Pre-built Automations
Investor Qualification Engine
Appointments Engine
Surveys & Forms
Call Tracking
Tracking & Analytics
Professional Onboarding
24/7 Tech Support
+ Much More
*paid upfront, plus applicable usage
Get the answers you need to feel empowered to take the next step up in your capital raising journey.
When you subscribe to RaiseRapidly, you gain access to:
A fully loaded platform with prebuilt templates, funnels, and tools designed for capital raising.
Over 100+ custom-built workflows and automations designed specifically for investor lead management, crafted from real-world experience in the field.
The flexibility to customize templates (e.g., colors, copy, branding) yourself or outsource this to a third-party agency.
The option to purchase our marketing add-on for a fully done-for-you experience.
No, we do not offer a free trial. However, we provide a professional onboarding experience to ensure you are fully set up and trained on the platform by our expert team.
The professional onboarding process typically takes 1-2 weeks, depending on your availability for training and setup sessions. Once completed, be ready to start using the platform to raise capital efficiently.
Our onboarding process includes:
Setting up your system according to a proven capital-raising framework.
Training on how to use the platform effectively.
Guidance on accessing and customizing templates.
Please note, hands-on marketing asset design and implementation are only available with the purchase of our marketing add-on but this is entirely optional and not required!
Yes, you can cancel your subscription at any time. However, we do have a strict no-refunds policy as we invest in your professional onboarding experience upfront to ensure you are set up with the best system for Capital Raisers on the market!
You have three options for customizing your templates:
Update the templates yourself using the platform's easy-to-use tools.
Hire a third-party agency to tweak them for you.
Purchase our marketing add-on, which includes full customization and professional implementation by our team
The marketing add-on is an optional service for clients who want a fully done-for-you experience. With this package, we handle:Customizing templates, including colors and copy.Implementing marketing assets to align with your brand.This ensures your capital-raising program is professionally designed and ready to launch with minimal effort on your part.
Yes! RaiseRapidly is designed for ease of use and comes with preloaded templates to simplify the setup process. Our training resources and support options ensure that even beginners can confidently use the platform.
If you cancel, your access to the RaiseRapidly platform, including all templates, tools, and support, will end at the conclusion of your current billing period. There are no refunds for unused time.
No, there are no hidden fees. However, there are standard rates for SMS, calling, email, and other variable services. RaiseRapidly simply passes these fees on from the respective providers. Usage fees may apply depending on your usage, but they are relatively minimal based on the experience of our clients. You can find detailed cost information in our Terms of Use.
This approach is common across all CRM platforms designed as functional systems of engagement, not just record-keeping tools.
Your subscription gives you access to the RaiseRapidly platform and templates for the duration of your plan. If you cancel your subscription, you will no longer have access to the platform or templates.
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