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CRM
🚀
Getting Started
Create your BildrX account
Your free Pro trial
Set up your company profile
Turn on two-factor authentication
Find your way around BildrX
Get help
🔍
Find Investors
Search the investor database
Save investors, build lists, and export
📇
CRM
Work your investor pipeline
📊
Cap Table
How the BildrX cap table works
Add stakeholders
Issue shares
Set up your option pool and grant options
Model a priced round
Transfer, buy back, or cancel a security
Read your ownership and export the cap table
💰
Financials
Plan your raise with the financial calculators
📁
Data Room
Build your diligence checklist
Upload and tag documents
Share your data room
⚖️
Legal Room
Store and organise legal documents
🎯
Pitch Score
Score and fix your pitch deck
📈
Deck Analytics
Track who opens your deck
📄
Templates
Use the fundraising templates
🛠️
Marketplace
Hire the BildrX team
⚙️
Account & Billing
Manage your settings
Notifications
Billing and your plan
✨
BildrX AI
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CRM
Work your investor pipeline