What is an independent sponsor CRM?

An independent sponsor CRM helps deal-by-deal sponsors manage their investor network, track commitments per raise, and run the capital raising process—without fund admin complexity. Investor-Tracker is built specifically for this workflow.

Is Investor-Tracker built for deal-by-deal sponsors?

Yes. We built Investor-Tracker for sponsors who raise capital per deal, not for fund managers. You get investor tracking, commitment management, and raise visibility—without fund structure requirements.

Can I track multiple capital raises at once?

Yes. Each deal has its own commitments and investors. Your investor database is shared, so you can see who's in which raise and avoid over-allocating.

Does it work for solo sponsors?

Yes. Investor-Tracker works for solo operators and small teams. Start free, add your investors, and scale your raises. Invite partners later when you need team access.

How do I get started?

Sign up free—no credit card required. Add your investor list, create your first deal, and start tracking commitments. You can explore sample data to learn the workflow.

Can I import investors from a spreadsheet?

Yes. You can add investors manually or import via CSV. Export anytime for PPMs, operating agreements, and closing.

Independent Sponsor CRM for Deal-by-Deal Capital Raising

Track your investor pipeline, manage soft commits and allocations per deal, and close raises faster—without institutional fund infrastructure.

Start Free — Run Your First Deal Book a Demo

No credit card • Setup in minutes • Built for deal-by-deal sponsors

Sound familiar?

No dedicated CRM for deal-by-deal raising—generic CRMs don't fit
Investor pipeline and commitments live in spreadsheets
Hard to know who's in which deal and at what amount
Manual follow-ups and no clear view of raise progress
Closing allocations is chaotic without structure

What you get

Centralize investors

One place for your investor network with interests, capacity, and history.

Track commitments by deal

Soft commits, allocations, and ownership % per raise.

Run deal pipeline

From sourcing through close—all in one system.

See raise progress

Know exactly how much is committed vs. target.

Export anytime

Clean data for PPMs, operating agreements, and LP updates.

Your workflow

1Build and maintain your investor list
2Track soft commits before allocations
3Manage allocations and ownership by deal
4Monitor raise progress and identify gaps
5Export for closing and post-close reporting

Features that matter to you

Investor pipeline

Track prospects, active LPs, and deal-specific commitments.

Deal-by-deal structure

Each raise is separate—no fund complexity.

Soft commit tracking

Capture interest before final allocations.

Allocation management

Lock in amounts and ownership % per investor per deal.

Raise progress view

Committed vs. target capital at a glance.

Notes & follow-ups

Log conversations and next steps per investor.

Export & reporting

CSV and structured data for closing and LP updates.

Team access

Invite partners and associates with role-based access.

Built for deal-by-deal sponsors — not fund managers

Investor-Tracker (Deal-by-deal sponsors)

Deal-by-deal capital raises
Per-deal commitment tracking
No fund structure required
Simple pricing for independent sponsors
Set up in minutes

Fund manager software

Fund-level subscription model
Complex NAV and waterfall logic
Fund admin integration
Higher cost and setup time
Built for institutional LPs

Used by active sponsors who manage multiple raises per year

Role-based access • Secure by design

Frequently asked questions

What is an independent sponsor CRM?: An independent sponsor CRM helps deal-by-deal sponsors manage their investor network, track commitments per raise, and run the capital raising process—without fund admin complexity. Investor-Tracker is built specifically for this workflow.
Is Investor-Tracker built for deal-by-deal sponsors?: Yes. We built Investor-Tracker for sponsors who raise capital per deal, not for fund managers. You get investor tracking, commitment management, and raise visibility—without fund structure requirements.
Can I track multiple capital raises at once?: Yes. Each deal has its own commitments and investors. Your investor database is shared, so you can see who's in which raise and avoid over-allocating.
Does it work for solo sponsors?: Yes. Investor-Tracker works for solo operators and small teams. Start free, add your investors, and scale your raises. Invite partners later when you need team access.
How do I get started?: Sign up free—no credit card required. Add your investor list, create your first deal, and start tracking commitments. You can explore sample data to learn the workflow.
Can I import investors from a spreadsheet?: Yes. You can add investors manually or import via CSV. Export anytime for PPMs, operating agreements, and closing.

Ready to run your first deal?

Start free — no credit card required. Set up in minutes and centralize your investor pool today.

Start Free — Run Your First Deal