Eight fundraising tools.
One platform.
From investor pipeline CRM to cap table modeller, deck analytics to metrics dashboards. RaiseAxis replaces scattered tools with a single, institutional-grade capital raising platform.
Track every conversation from first contact to commitment
A Kanban-style CRM purpose-built for fundraising. Drag investors through five stages, from identified to committed, with full context at every step. Link contacts, add notes, set next actions, and never let a warm relationship go cold.
- Five-stage Kanban board: Identified → Contacted → Meeting → Term Sheet → Committed
- Drag-and-drop stage management with instant database sync
- Investor detail drawer with notes, meeting dates, and linked contacts
- One-click import from the global investor database
- Multi-contact linking per investor with primary contact designation
- Direct integration with Round Manager for seamless commitment tracking
Know exactly who opened your deck, and which slides held their attention
Upload your pitch deck once and share it via unique, trackable links. Every view is logged with slide-level engagement data so you can see which parts of your story resonate and which need work.
- Unique 12-character shareable links per recipient
- Email-gated access with optional password protection
- Slide-level engagement heatmaps showing time spent per page
- Per-session analytics: slides reached, total time, completion rate
- Versioning: upload a new deck and existing links auto-serve the latest version
- Server-side watermarking with viewer email stamped on every downloaded page
Diligence-standard document management with granular access control
A secure, organised repository for every document an investor might need. Folder structure, per-file access levels, watermarked downloads, and a full activity audit trail, without the £2,000/month enterprise data room price tag.
- Section-based organisation with auto-indexed numbering (1, 1.1, 1.2…) for diligence-ready structure
- Per-document access levels: view-only, downloadable, or watermarked
- Granular share links: PIN protection, email gate, allowed/blocked domains, blocked emails, expiry, and view limits
- Server-side watermarking with viewer email, date, and company name on every downloaded page
- Activity log with one-click CSV export for diligence and compliance
- Member invitations with role-based permissions (viewer, downloader, admin)
- Full version history with inline PDF viewer and document preview
- Instant search, multi-column sort, and bulk move/delete across hundreds of documents
- Per-document engagement badges (Warm, Hot, On fire) so you see at a glance which files investors actually open
Model your round, track commitments, and close with confidence
Define your round parameters (target, valuation, ticket sizes) then track every commitment from soft circle to wired. Multi-currency support, lead investor flagging, and one-click PDF summaries for board reporting.
- Round setup: target amount, pre-money valuation, equity %, min/max tickets
- Five commitment statuses: Soft Circle → Hard Commit → Signed → Wired → Passed
- Multi-currency support across GBP, EUR, and USD with real-time conversion
- Lead investor designation with single-lead enforcement
- Link commitments directly to pipeline investors for a unified view
- Branded A4 PDF round summary export with progress bar and commitment table
Keep investors engaged with structured, trackable updates
Craft professional investor updates with KPI cards, highlights, lowlights, and asks. Send via custom email domain or share via tracked links, and know exactly who opened your update.
- Structured update builder: KPIs with trend indicators, highlights, lowlights, asks
- Custom sending domain with DNS verification for branded emails
- Per-recipient open and engagement tracking with view timestamps
- Branded PDF export for offline sharing or board packs
- Unique tracked share links with optional email-gate
- Company branding: logo, colours, and summary auto-populated from settings
Track performance with 27+ KPIs and shareable investor dashboards
Monitor MRR, burn rate, runway, customer count, and more with auto-calculating month-on-month trends. Generate branded, public-facing dashboards your investors can bookmark, with password protection and view tracking.
- 27+ metric templates across revenue, growth, unit economics, and engagement
- Auto-calculated MoM change with colour-coded trend indicators
- Inline data entry with editable metric tables and period commentary
- Full chart view with 3M / 6M / 12M / All time range selectors
- Shareable investor dashboard with custom branding, password gate, and expiry dates
- Dashboard view analytics: viewer email, duration, and access history
Model the impact of your raise before you walk into the room
A clean ownership tracker that answers the one question every investor asks: what does the cap table look like post-money? Enter your current shareholders, model a round, and see the dilution impact instantly, with pre-money option pool shuffle built in.
- Current cap table with ownership % auto-calculation (always sums to 100.00%)
- Colour-coded ownership bar chart and pie chart by shareholder type
- Round modeller: enter raise amount + pre-money valuation, see post-round dilution instantly
- Pre-money option pool shuffle calculation with tooltip explanation
- Up to 5 saved scenarios for side-by-side 'what-if' comparisons
- PDF export with full ownership breakdown for investor-ready sharing
7,000+ curated investors: searchable, filterable, and ready to pipeline
A global database of VCs, angels, family offices, and institutional investors with standardised profiles, paired with a private CRM for your own contacts. Filter, segment with custom lists, and push straight to your pipeline.
- 7,000+ investor profiles with firm, stage focus, sector focus, and geography
- Standardised ticket sizes in GBP for direct comparison
- Advanced filtering by investor type, stage, sector, and geography
- Private CRM for your own contacts with status, pipeline stage, and commitment badges
- Custom colour-coded lists to segment investors (warm intros, leads, target funds)
- One-click 'Add to Pipeline' with pre-filled firm and contact details
More modules,
same rigour.
Two AI-powered tools that round out your capital-raising workflow, both built on prompts authored by ex-PE investment professionals.
Materials Review
AI-powered pitch deck audit graded against the same 10 criteria a PE investment committee uses. Slide-by-slide criticism that quotes your actual content, top 3 critical fixes prioritised by impact, and an honest investor-readiness verdict, delivered in under 90 seconds.
- 10 IC-grade scoring criteria with A–F overall grade
- Slide-by-slide criticism referenced to your actual content
- Top 3 strengths and top 3 critical fixes, ranked by impact
- Version comparison: track score deltas as you iterate the deck
- Branded PDF export and shareable review links for advisors
- Powered by Google Gemini 2.5 Pro
Capital Readiness Score
A live 0–100 readiness verdict weighted equally across the four dimensions investors actually diligence: data room depth, materials review score, metrics tracked, and round structure. Know exactly where you stand and what to fix next, before the first conversation.
- Four pillars scored out of 25: Data Room, Materials Review, Metrics, Round Structure
- Live gauge that recalculates as you upload documents, log KPIs, and add commitments
- Priority actions ranked by points-on-the-table, each linking to the module that closes the gap
- Benchmarks calibrated to UK seed–Series A standards
AI Outreach Composer
Generate a personalised, founder-voice cold email to any investor in under 10 seconds. Pulls from your company profile and the investor's thesis, stage, sector and geography to produce a tight under-150-word email with one proof point and one ask, ready to copy, paste, and send from your own inbox.
- One-click drafting from the Investor Database and Pipeline CRM
- Auto-fills your pitch and raise from your company profile
- Under 150 words, founder-voice, one proof point, one 20-minute ask
- Quality checks for generic openers, missing ask, and long subject lines
- Editable subject and body with copy, mailto, and saved draft history
- Sends from your own inbox so investors reply directly to you
Frequently asked
Questions, answered.
Are all 8 modules included on every plan?
Is RaiseAxis suitable for UK pre-seed and seed founders?
Can I share documents and decks with investors securely?
Does RaiseAxis replace tools like DocSend, Visible and Foundersuite?
What does the AI actually do?
How quickly can I get set up?
Fundraising by city & sector
Local investor lists, typical cheque sizes, and sector benchmarks for UK founders.
Ready to raise
with rigour?
Join founders who take their capital process as seriously as their product.
£1 for 7 days · all 8 modules · cancel anytime from your dashboard