CRM

Sorted by who is serious.

Every investor gets a score from what they actually did: opened the deck, came back, asked for the papers. The list sorts itself, so you call the right person first.

The pipeline, sorted by signal score
The old way

You can't tell who is serious.

Eight names in a spreadsheet, and every one says Warm. Nobody knows who opened the deck, who came back, or who is about to wire.

The score

A number for every investor.

Opened the deck, came back twice, entered the data room, asked for the papers. Each one adds to the score, and the highest sit at the top.

  • SignalHot, warm, watching, with the number beside the name.
  • StageWhere the money actually is: papers requested, committed, signed, funded.
  • CheckHow much they said they would put in, and the last thing they did.
The investor pipeline, sorted by signal score.
The score, broken into the events that earned it.
The trail

Ask the score why.

Click any number and it shows its work: what they did, when, and the points each one earned.

  • This week counts more than last month
  • A warm lead going quiet shows up as the number falling
  • It answers one question: is this person warm right now
Three screens

The same raise, three ways.

One list of investors. Read it as a history, as today, or as a ranking.

The CRM

The same list with the history behind every name: how many times, and how recently.

The CRM

The Pulse

How far the raise is against the target, and who needs a call today.

The Pulse

The leaderboard

Portal Radar shows who came by today. The Engagement Leaderboard ranks them.

The leaderboard
A desk late at night under a lamp: a hand holds a phone beside an open laptop and a notebook, the lower half of the frame falling into shadow.
The score is real

Built from what they did, not what they said.

Every point is an action an investor took in your portal. Opened the deck, came back, asked for the papers. So the person at the top of the list is the one to call.

  • Arithmetic, not a guessThe score adds up events. It does not predict, and it reads nothing outside your raise.
  • You send the nudgeThe Pulse tells you who to call today. Nothing goes out on your behalf.
  • Your list stays yoursNobody outside your raise sees it.
Next featureData room

Founders who built their offering on it, in their words.

The close

Close your round. Not your email.

Deal Box is not a broker-dealer. We earn from issuers, never from investors.