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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