Capital Formation OS
Supports fundraising with LP sourcing outreach drafts and data room prep.
Capabilities
LP List Building
Creates target investor lists aligned with fund strategy
Outreach Drafting
Writes personalised LP outreach and follow up messages
DDQ Assembly
Compiles investor due diligence questionnaires automatically
Data Room Preparation
Organises documents into structured fundraising rooms
Integrations

Exa

Gmail

Google Drive

Google Sheets
Categories
Fund Operations
Internal Operations
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