How to Run a Fundraising Campaign?
Fundraising can be a daunting and time-consuming process, but CapitalReach AI simplifies it by providing a streamlined workflow. Our Kanban Board approach helps manage your investor journey step by step. Each column represents a specific stage, and our AI tools are designed to provide intelligent assistance at every stage to save time and maximize success.
Quickstart
Getting started with CapitalReach AI is simple. Follow these steps to set up and run your first fundraising campaign:
Complete Your Business Profile: Go to the 'Profile' tab and fill out your business details, such as industry, product description, and unique value proposition. Each detail plays a crucial role in generating accurate matches.
Review and Confirm Matches: Navigate to the 'Research' column to see AI-suggested investor matches. You can move all matches to the 'Shortlisted' column in bulk or manually select individual investors.
Configure Campaign Settings: In the 'Investor CRM' tab, open the 'Shortlisted' column and click the settings icon to customize your campaign. Adjust email schedules, messaging, and other preferences.
Start Campaign: Launch your campaign by clicking the 'play' button at the top of the 'Shortlisted' column. The AI will begin sending personalized emails to the selected investors.
Now, let’s explore each part of the campaign process in detail.
Stages
Research: This is the first column on the board, where AI-suggested matches appear. Review the list, remove irrelevant matches, and manually or automatically move the relevant ones to the 'Shortlisted' column.
Shortlisted: In this stage, investors are queued for outreach. The AI sends personalized emails to these investors based on your campaign settings. This is the execution phase of the campaign.
Initiated: After an email is sent, the corresponding investor card automatically moves to the 'Initiated' column. From here, you can track responses and manage further engagement by adding custom workflow stages.
AI Investor Matching
Providing complete and accurate business details is essential for the AI to identify the right investors for your campaign. You can access this section by clicking on the 'Profile' tab.
Setup Business Profile
Input your business details, including industry, product description, and value proposition.
Select multiple verticals relevant to your business domain for better matches.
Provide as much detail as possible to help the AI understand your business and generate precise investor matches.
Check Matches and Refine Profile
Once the profile is complete, click on the 'Check Matches' button to view your AI-suggested investor matches.
Continue refining your profile until you are satisfied with the results.
Setup Email
Integrate your business email with CapitalReach AI to send emails to investors.
Please make sure that your email domain is healthy and functional.
Configure Campaign
Setup email template. Leverage AI generated email templates and customize them as needed.
Set scheduling configuration to control the cadence of your outreach. Default configuration is what CapitalReach AI recommends.
Creating Custom Workflows
The campaign doesn’t stop after the first email. CapitalReach AI allows you to create custom workflows to handle subsequent stages of investor interaction. Add new stages, such as 'Prospective Conversions,' 'Due Diligence,' or 'Negotiation,' to manage investors at every stage of the fundraising journey effectively.
The campaign doesn’t stop after the first email. CapitalReach AI allows you to create custom workflows to handle subsequent stages of investor interaction. Add new stages, such as 'Prospective Conversions,' 'Due Diligence,' or 'Negotiation,' to manage investors at every stage of the fundraising journey effectively.
CapitalReach AI's Kanban Board is designed to be flexible, allowing you to drag and drop investor cards across stages as needed. This adaptability is crucial for maintaining momentum in your campaign. By breaking down the investor journey into actionable steps, you can ensure no opportunity slips through the cracks and that every interaction is accounted for. With these workflows in place, you can turn a complex fundraising process into a systematic and efficient operation.
Kickstart Your Fundraising Campaign Today
Join the 100+ members who have already signed up.