LP CRM and fundraising software for venture funds
Raising a fund is a relationship business. Foliant keeps every LP conversation, commitment and follow-up in one place, and drafts the next email for you to approve before it goes out from your own mailbox.
Fundraising pipeline
Target, engaged, soft-commit and committed, with the amount each LP could commit to each fund.
AI-drafted outreach
Foliant drafts updates and follow-ups; nothing is sent until you approve it.
Sent from your own mailbox
Approved emails go out from your Gmail or Outlook, so replies land in your inbox as usual.
Thesis you can share
Write your thesis and memos once, then share them by private link and see who opened them.
Questions
Does Foliant send emails without my approval?+
No. Every outreach email is a draft until you approve it, and then it is sent from your own Gmail or Outlook account.
Can I import LPs from another CRM?+
Yes, from a spreadsheet, and from Affinity or Salesforce when connected.