Fundraising and deal flow demand just as much structure and discipline as sales, especially when you're building repeatable outreach systems or supporting your GPs.

Below are tools, frameworks, and tactical recommendations to help GPs and fund managers optimize their CRM use and build high-performing outbound teams.

💼 1. Foundersuite for Fundraising CRM

Foundersuite (promo code: METZ40) is purpose-built for fundraising. It solves two critical problems:

• Keeps VC contact data separate from your sales CRM, protecting pipeline privacy.
• Helps founders run structured outreach without mixing signals with the sales team.

🧠 Tip: Encourage founders to manage the fundraising process privately with co-founders, and share updates with the broader team weekly. This keeps the GTM team focused on revenue, not pitch decks.

📉 2. “Can’t We Just Use A Spreadsheet? “

This comes up all the time. Here's the reality:

Spreadsheets seem efficient because they're cheap, but they’re actually expensive in time, context-switching, and missed insights.

Why this matters:

• Spreadsheets ≠ CRMs. They offer no analytics, no forecasting, and burn massive operating hours.
• Pseudo-CRMs (like Airtable) offer more structure but still lack the sophistication of tools like Pipedrive, HubSpot, or Salesforce.

📈 A real CRM can:

• Show you where deals fall off
• Help forecast close rates
• Accelerate product-market fit by analyzing objections & engagement