Governance & Capital

Fundraising

From round plan to closed wire.

Run a round end-to-end — model the round, manage your investor pipeline, share a permissioned data room, negotiate term sheets, and close into the cap table without a spreadsheet handoff.

Raise planning

1 / 3

Round narrative, investor context, and CRM-linked momentum in one fundraising module.

Fundraising — round planning, investors, and data room in TripleBooks

Series A pipeline board

2 / 3

Stage-weighted kanban per round — sourced through wired, with the same legal parties as your cap table.

Fundraising — round planning, investors, and data room in TripleBooks

Investor prospect room

3 / 3

Drill into a lead: stage, target and wired amounts, party record, contacts, and a durable activity trail.

Fundraising — rounds, closings, and raise records in TripleBooks

What you get

Round planning and modeling
Investor pipeline with CRM context
Permissioned investor data room
Term sheet → close → cap table flow

Explore the full platform

Accounting, treasury, AR/AP, CRM, and capital tools share one ledger and one AI context.

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