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Received — 25 July 2026 CRM - Customer Relationship Managment

Investor CRM

Built my own investor CRM for my holdco. Worth productising or is this space already too crowded?

I run a holdco with a few companies under it, each raising on its own timeline. Seperate investors, seperate data rooms, nobody sees anyone else’s.

So I built it. Pipeline stages, a room per investor, tracking on who opened what and when, document permissions per room.

Works for what I need. But theres already a dozen tools doing this so I’m not sure theres a reason for another one. Worth turning into something other people can use, or am I just rebuilding what already exists?

submitted by /u/ai-edition
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