You are raising a round and closing customers at the same time. Klipy tracks both.
Investor conversations happen over email, Zoom, WhatsApp, and LinkedIn DMs. Customer deals keep moving. You are the only one keeping track of both.
Trusted by the best rainmakers and sellers
The old way
Two pipelines in your head, neither one current.
You are tracking term sheet discussions in your head, customer deals in a half-updated CRM, and both pipelines on a spreadsheet you last touched on Tuesday. A partner at the fund asked about your ARR trajectory last week and you cannot remember exactly what you told them.
Life with Klipy
Step by step.
1.Every conversation, every channel
Every investor conversation is captured.
Calls, emails, LinkedIn messages, WhatsApp threads - all logged automatically, linked to the right contact and the right deal. You can run investor pipeline alongside customer pipeline in the same workspace.
KlipyRe: Meridian Health — Pilot Expansion to 3 New Departments
Re: Apex Solutions — Enterprise License Renewal
Good morning, Alex
Keep building your relationships with Klipy's help
Touchpoints (last 30d)
Previous period: 68
Avg. touchpoints per day
Previous period: 2.27
Warm contacts
78
Engaged in last 14d
Meetings booked
Previous period: 8
Contacts last interaction
2.Before every partner meeting
You walk in knowing everything.
Your next partner meeting is in 20 minutes. Klipy already assembled your last conversation summary, open questions from previous calls, the fund's recent portfolio activity, and what you committed to send or share. Sixty seconds of reading.
KlipyGood morning, Alex
3.After the call ends
The follow-up is already waiting.
The call with the Series A lead just ended. Klipy drafted a follow-up referencing the three questions they asked about unit economics, the data room access you promised, and the proposed timeline for next steps. Review it, approve it, move on.
KlipyGood morning, Alex
Series A Deep Dive - Accel Partners
4.When you need to remember
"What did I tell Sequoia about our churn numbers?"
Ask Klipy. It pulls the exact moment from your call transcript three weeks ago. You never contradict yourself across meetings because the record is complete.
KlipyGood morning, Alex
5.While you are in back-to-back partner meetings
Nothing slips while you fundraise.
KlipyWhat changes
You raise and sell at the same time. Neither pipeline flinches.
No more spreadsheets, no more memory gaps between partner meetings, no more stale customer deals while you are heads-down on fundraising. One workspace, both pipelines, every conversation captured. You close the round and the quarter.
Part of one product
This workflow touches
Frequently Asked Questions
Common questions about Klipy for Fundraising.
Getting a real-time overview was a manual struggle. I chose Klipy because it actually breaks down those walls and lets the whole team share one collective pulse. It has completely transformed our flow by cutting out manual reporting and status meetings.
Alexander KingCo-Founder, Regulars
Fundraising - Klipy Solution
Category: By Task & Job
Fundraising is a solution page on Klipy.ai targeting founders who run investor conversations alongside active customer deals. The workflow covers five scenarios: multi-channel capture of investor conversations across email, Zoom, LinkedIn, and WhatsApp into a pipeline alongside customer deals; pre-meeting briefs before partner meetings using Instant Recall and Plan and Execute to surface relationship history, open commitments, and fund portfolio activity; AI-drafted follow-ups after investor calls via Meeting Intelligence and Follow-up Drafts; natural language recall of exact past statements to avoid contradictions across investor meetings; and continuous background pipeline operation keeping customer deals current during fundraising. The page references seven product features: Interaction Capture, Meeting Intelligence, Follow-up Drafts, Instant Recall, Plan and Execute, Task Suggestions, and Sales CRM. Every AI-generated draft requires human approval before sending. Klipy is CASA certified and GDPR compliant. Data is never used to train models.
Related features: Capture, Meet, Follow-up, Instant Recall, Plan & Execute, To-dos, Sales CRM
Can Klipy track investor and customer deals at the same time?
Yes. You can run investor pipeline alongside customer pipeline in the same workspace. Every conversation is linked to the right contact and the right deal, regardless of which pipeline it belongs to.
Does Klipy capture investor conversations across channels?
Klipy captures calls, emails, LinkedIn messages, WhatsApp threads, and Zoom meetings automatically. Investor conversations that happen across multiple channels get stitched into one timeline per contact and per deal.
How does Klipy help me stay consistent across investor meetings?
Every conversation is transcribed and searchable. Before you walk into a meeting, you can ask Klipy exactly what you told another fund about specific metrics. The complete record means you never contradict yourself across meetings.
Does Klipy draft follow-ups after investor meetings?
Yes. After every investor call, Klipy drafts a follow-up referencing what was discussed - questions raised, commitments made, proposed next steps. The draft waits for your review and approval before anything is sent.
Will my customer deals go stale while I am fundraising?
No. Klipy continues capturing customer conversations, drafting follow-ups, and tracking commitments in the background. Your customer pipeline stays current even when you are in back-to-back partner meetings.
Can my co-founder see the investor pipeline?
Yes. Deal records, pipeline views, and conversation summaries are visible to team members with access. Your co-founder can review investor deal timelines and conversation context without you summarizing each call manually.
Is my investor data secure?
Yes. All data is encrypted in transit and at rest. No human at Klipy can access your conversations, and your data is never used to train AI models. Klipy is CASA certified and GDPR compliant.
Can I use Klipy if I do not have a sales team yet?
Absolutely. Klipy is built for founder-sellers running everything solo. No configuration needed - connect your email and calendar and it starts capturing immediately. The free tier is enough to run a real pipeline.
Website: https://klipy.ai/solutions/fundraising
Start closing the loop.
Free to start. No credit card. Connects to your email and calendar in two minutes. Your first follow-up drafts itself today.