Funding CRM
The Fundraising CRM That Finds Your Next Dollar Before You Go Looking
The Fundraising CRM That Finds Your Next Dollar Before You Go Looking
The Fundraising CRM That Finds Your Next Dollar Before You Go Looking
Stop tracking investors, loans, and grants across five spreadsheets and a dozen open tabs. Funding CRM replaces that with one ranked, always-current pipeline matched to your business.
Stop tracking investors, loans, and grants across five spreadsheets and a dozen open tabs. Funding CRM replaces that with one ranked, always-current pipeline matched to your business.
The Problem
Finding the right funding shouldn't be a full-time job
Finding the right funding shouldn't be a full-time job
Most founders lose hours every week sifting through funding programs in a spreadsheet that was never built to be a fundraising CRM. Eligibility rules sit buried in fine print, application windows close quietly, and the one grant a company would have qualified for slips by because nobody tracked it. CRMs fix the wrong problem if they only store contacts. Funding CRM starts one step earlier: it decides what's worth tracking in the first place, then keeps a live pipeline of it.
What it is
A fundraising CRM pipeline, matched to your business from day one
A fundraising CRM pipeline, matched to your business from day one
The moment your organization finishes onboarding, Funding CRM builds a personalized catalogue pulled from a continuously maintained library of funding opportunities: venture and angel rounds, bank products, grants, and alternative financing. Every opportunity carries a match score, so the best fits rise to the top and the ones you'd never qualify for don't waste your time. You're not limited to what HighPath matches you to. Add your own opportunities (an investor you met at a conference, a regional grant you found independently) and our AI can pre-fill the details from a document or link. Everything, provided and self-added, lives in one place.
The moment your organization finishes onboarding, Funding CRM builds a personalized catalogue pulled from a continuously maintained library of funding opportunities: venture and angel rounds, bank products, grants, and alternative financing. Every opportunity carries a match score, so the best fits rise to the top and the ones you'd never qualify for don't waste your time. You're not limited to what HighPath matches you to. Add your own opportunities (an investor you met at a conference, a regional grant you found independently) and our AI can pre-fill the details from a document or link. Everything, provided and self-added, lives in one place.
How it works
From “I found something” to “I've started applying”
From “I found something” to “I've started applying”
1
Discover.
Smart match scoring ranks every opportunity in your catalogue against your organization's profile, industry, stage, location, and size, so poor fits get filtered out automatically instead of eating your afternoon.
1
Discover.
Smart match scoring ranks every opportunity in your catalogue against your organization's profile, industry, stage, location, and size, so poor fits get filtered out automatically instead of eating your afternoon.
2
Evaluate.
Open any opportunity for a rich detail view: funding amount, backer, attached documents, and your own team's notes. Shortlist what fits. Hide what doesn't. Nothing gets lost between interesting and decided.
2
Evaluate.
Open any opportunity for a rich detail view: funding amount, backer, attached documents, and your own team's notes. Shortlist what fits. Hide what doesn't. Nothing gets lost between interesting and decided.
3
Act.
Start an application straight from an opportunity and land directly in HighPath's application workspace. No re-entering the same company details into a fourth portal.
3
Act.
Start an application straight from an opportunity and land directly in HighPath's application workspace. No re-entering the same company details into a fourth portal.
4
Stay current.
For subscribed organizations, a weekly digest resurfaces newly matched funding by email and in-app, so opportunities don't go stale between logins.
4
Stay current.
For subscribed organizations, a weekly digest resurfaces newly matched funding by email and in-app, so opportunities don't go stale between logins.
Why a spreadsheet can’t do this
Why HighPath
What a spreadsheet can't do that a fundraising CRM can
What a spreadsheet can't do that a fundraising CRM can
A tracker built in Sheets can hold rows and columns. It can't tell you which of 40 open grant programs your company actually qualifies for, and it won't warn you when a new one opens next Tuesday.
A tracker built in Sheets can hold rows and columns. It can't tell you which of 40 open grant programs your company actually qualifies for, and it won't warn you when a new one opens next Tuesday.
Parameters
Parameters
Tracks funding you already found
Tracks funding you already found
Surfaces funding you didn't know existed
Surfaces funding you didn't know existed
Updates as new programs open
Updates as new programs open
Connects straight to an application
Connects straight to an application
Spreadsheet
Spreadsheet
Yes
Yes
No
No
No
No
No
No
Funding CRM, powered by HighPath
Funding CRM, powered by HighPath
Yes
Yes
Yes, ranked by fit
Yes, ranked by fit
Yes, weekly digest
Yes, weekly digest
Yes, one click
Yes, one click
Generic CRM
Generic CRM
Yes
Yes
No
No
No
No
No
No
Who it’s for
Built for the team doing the hunting, not just the paperwork
Built for the team doing the hunting, not just the paperwork
Founders and finance leads hunting for investors, loans, and programs without knowing where to start.
Teams of any size, since matching adapts to your profile whether you're pre-seed or scaling past your first raise.
Whole teams, not one inbox. Members share one organization's catalogue, shortlist, and notes, so nothing depends on a single person's memory.
Outcome
Funding tracked, not missed
Funding tracked, not missed
FAQs
Funding CRM, answered directly
Funding CRM, answered directly
Does Funding CRM submit applications for me?
No. It matches, tracks, and organizes your funding options, then hands you off to HighPath's application workspace with one click, but you control and submit every application yourself.
Does Funding CRM submit applications for me?
No. It matches, tracks, and organizes your funding options, then hands you off to HighPath's application workspace with one click, but you control and submit every application yourself.
Does Funding CRM submit applications for me?
No. It matches, tracks, and organizes your funding options, then hands you off to HighPath's application workspace with one click, but you control and submit every application yourself.
Where do the funding opportunities come from?
Where do the funding opportunities come from?
Where do the funding opportunities come from?
Can I track funding sources HighPath doesn't already list?
Can I track funding sources HighPath doesn't already list?
Can I track funding sources HighPath doesn't already list?
How is my match score calculated?
How is my match score calculated?
How is my match score calculated?
Does a more complete profile actually change my results?
Does a more complete profile actually change my results?
Does a more complete profile actually change my results?
Is Funding CRM only for equity fundraising?
Is Funding CRM only for equity fundraising?
Is Funding CRM only for equity fundraising?
Do I need a paid plan to use Funding CRM?
Do I need a paid plan to use Funding CRM?
Do I need a paid plan to use Funding CRM?
Stop searching for funding. Start managing your whole pipeline in one place.
Every day without a matched pipeline is a day a deadline slips past unnoticed. See your organization’s catalogue in minutes.
No long-term commitment. Full access to your matched catalogue from day one.
Pipeline
$2.1M
+19%
Capital Partners
1,248
+19%
Active Investors
48
+15%
Stop searching for funding. Start managing your whole pipeline in one place.
Every day without a matched pipeline is a day a deadline slips past unnoticed. See your organization’s catalogue in minutes.
No long-term commitment. Full access to your matched catalogue from day one.
Pipeline
$2.1M
+19%
Capital Partners
1,248
+19%
Active Investors
48
+15%
Stop searching for funding. Start managing your whole pipeline in one place.
Every day without a matched pipeline is a day a deadline slips past unnoticed. See your organization’s catalogue in minutes.
No long-term commitment. Full access to your matched catalogue from day one.
Pipeline
$2.1M
+19%
Capital Partners
1,248
+19%
Active Investors
48
+15%