The Platform
Your investors see a portal. You see a pipeline.
Most founders manage their raise across six tabs, three tools, and a spreadsheet they forgot to update. Manifold replaces all of it. One system that hosts the deal, tracks the interest, and closes the round.
100+
investors in your pipeline to land 1–2 term sheets. That is not a guess. That is the math.
6 tools
the average founder duct-tapes together to manage a raise. DocSend. Carta. Notion. A CRM. An e-sign tool. A spreadsheet.
Zero
of those tools talk to each other. You are the integration layer. And you have a company to run.
The Investor Journey
Three states. One system. No spreadsheet.
Every investor who touches your raise moves through Guest, Qualified, and Authorized. You do not manage this. The system does.
The offering portal is the front door.
Your company. Your brand. Your domain. Investors land on a portal that looks like yours, not like a generic fundraising tool. They browse your pitch deck, watch your demo, read your updates. Every visit, every scroll, every second is tracked.
On a 506(c) deal, the door is wide open. On a 506(b) deal, we enforce a double attestation protocol — both sides confirm the relationship before anyone gets inside.
Branded Portal
Your domain, your colors, your deal
Public Data Room
Pitch deck, thesis, terms
Investor Updates
Post progress as you ship
Session Tracking
Every view, every minute
Private Data Room
NDA-gated financials and legal docs
Identity Intelligence
KYC for people, KYB for entities
Behavioral Truth
Time spent, docs viewed, interest scored
Manual Override
Grant early access, flag as pending
The NDA is the signal.
When an investor signs the NDA and enters the private data room, they stop being a lead and start being a prospect. That is not a CRM label you drag across a board. That is a behavioral fact the system observes.
Behind the scenes, the compliance engine runs KYC and accreditation checks automatically. You get a founder override for high-trust situations, but the system flags it — keeping your pipeline honest.
The vault has no override.
Qualified investors can look. Authorized investors can wire. The “Invest Now” button does not unlock until every compliance check is cleared. Every individual clears KYC. Every entity clears KYB. No exceptions. No manual workarounds.
Subscription documents come pre-filled. The investor reviews, signs, and wires. You get a notification. The cap table updates. Done.
Accreditation Verified
Self-cert for 506(b), third-party for 506(c)
Bad Actor Check
SEC disqualification screening
KYC/AML Cleared
Bank-grade identity verification
Pre-Filled Sub Docs
Review, sign, wire
The CRM
Your CRM should know things before you do.
Most CRMs are glorified spreadsheets. You drag a card to “Diligence” because you had a good call. But has that investor actually opened the data room? Signed the NDA? Spent more than four minutes on your financials?
Manifold knows. Because we host the deal, the documents, and the compliance flow, we do not need you to guess. We show you what investors are actually doing. We call it Behavioral Truth.
The Pulse
Total sessions and a leaderboard of your three most active prospects. You know who is watching.
The Insight
Time spent per investor and a proprietary lead score. Prioritize outreach based on data, not gut.
The Truth
Event-level analytics on every interaction. X-ray vision into how each investor is actually engaging.
Anti-Delusion Engine
Your CRM says “Diligence.” The system says they have not opened the data room. Spot the gap. Fix the follow-up.
12.4m
avg. time in data room
3.2x
NDA-to-wire conversion
Fill the Funnel
Investors do not find your deal by accident.
Import your existing contacts, push your portal to our investor network, or let the system handle outreach with smart notification tracks based on who the investor is and how they found you.
Import Contacts
Upload your CSV. Your existing network, inside the system, in 30 seconds.
Investor Network
Push your portal to vetted, accredited investors actively looking for deals.
Smart Notifications
Four distinct tracks. Fast-lane individuals, HNW entities, organic leads, and general explorers. Each gets a tailored flow.
The Math
You could duct-tape 8 tools together. Or just use one.
Click the tabs to see what you're really paying for when you piece it together yourself vs. getting everything in one place.
The DIY Approach
Piecing together separate tools
*Plus the time spent managing 8 different logins, billing cycles, and support channels
One system. Portal to wire.
Stop managing your raise across six tabs. Start closing it from one dashboard.