Deal Tracking That Keeps Your Pipeline Clear

Why Deal Tracking?

Each capital raise has its own lifecycle. Investor Tracker lets you track deals individually—no mixing, no confusion. See committed vs. target capital at a glance and run your pipeline from pre-raise outreach through close.

Frequently asked questions

What is deal tracking for capital raises?

Deal tracking for capital raises means tracking each syndication or raise separately—with its own target capital, committed amounts, investor list, and status. You can see at a glance how close you are to closing each deal, who's committed, and what's still outstanding.

Can I track multiple deals at once?

Yes. Each deal has its own page with target vs. committed capital, investor commitments, and status. Your investor database is shared, so the same contact can appear in multiple deals—with their commitment tracked separately for each raise.

What's the difference between a soft commit and a hard allocation?

A soft commit is expressed interest or a non-binding indication of investment. A hard allocation is a confirmed amount, often with signed docs or wiring instructions. Investor Tracker lets you track both stages so you know exactly where each investor stands in the pipeline.

Can I export data for closing documents?

Yes. Export investors and commitment amounts to CSV for PPMs, operating agreements, and closing checklists. The data is clean and structured so you can hand it off to attorneys or wire processors without manual reformatting.

How do I see my pipeline at a glance?

Each deal shows committed vs. target capital with progress indicators. You can filter and sort by status (pre-raise, soft commits, allocations, closed) so you always know where every deal stands.

Is this built for fund managers or deal-by-deal sponsors?

Investor Tracker is built for deal-by-deal sponsors—syndicators, developers, and operators who raise capital per project. If you run multiple raises without a fund structure, this fits your workflow.