Work · alternatives · 2026

24 alternatives to Investor CRM 2.0

Easy to use Kanban board for raising capital.

Below are 24 products that do a similar job, ranked by how close each is in meaning and then by launch-day votes. Prices are shown for the 1 we have checked on their own sites, 1 of them free or with a free tier. Investor CRM 2.0 launched in 2016; newer entries below may have overtaken it.

1. 1
   Visible 2.0▲133

   Modern investor relationship management

   2015 · visible.vc · its alternatives →

2. 2
   Foundersuite Investor CRM for iOS▲94

   Take your investor funnel on the go. Rock your round.

   2018 · apps.apple.com · its alternatives →

3. 3
   Kanbanq : Open alpha▲265

   TL;DR: We built Kanbanq, a minimal task management app for indies and small teams. It keeps Trello’s simplicity but adds proper backlogs, sprints, real-time collaboration and public board sharing. Free while in alpha, feedback welcome --- I’ve been working on Kanbanq with a friend. It’s a minimal task management app we built after getting frustrated with Trello. It was great for simple boards, but it falls apart when you need backlogs (that are more than just a giant list) or want to work in sprints. Kanbanq keeps the same clean feel but adds backlog management (our unique feature), sprints,…

   2025 · kanbanq.app · its alternatives →

4. 4
   Relaticlefree tier, from $19/mo▲170

   Open-source CRM with approval-gated AI writes

   Sep 2026 · relaticle.com · its alternatives →

5. 5
   Easio▲69

   Your sales pipeline made easy

   2020 · its alternatives →

6. 6
   Bullboard▲83

   Tinder for investors. Sentiment-enhanced stock tracker.

   2016 · bullsboard.com · its alternatives →

7. 7
   Keza▲210

   Wealthfront for your Bitcoin, investing for everyone.

   2016 · getkeza.com · its alternatives →

8. 8
   Fundraising Template 2.0▲219

   All tools to get an investment for your startup in Notion

   2022 · basetemplates.com · its alternatives →

9. 9
   ShotPitch▲180

   One touch pitching to Investors

   2016 · shotpitch.com · its alternatives →

10. 10
    Wealthbox▲71

    Smart CRM for financial advisors

    2015 · wealthbox.com · its alternatives →

11. 11
    OpenInvest▲113

    Responsible investing made easy

    2016 · its alternatives →

12. 12
    Investor Leaderboard▲100

    CrunchBase Investor Leaderboard

    2014 · crunchbase.com · its alternatives →

13. 13
    VC Club▲130

    The Venture Capital community on Slack

    2015 · thevc.club · its alternatives →

14. 14
    Highrise 3.0 for iOS▲107

    Simple CRM for iOS

    2017 · signalvnoise.com · its alternatives →

15. 15
    Solo 2.0▲142

    Personal kanban boards hosted on your own server

    2016 · getsoloapp.com · its alternatives →

16. 16
    Portfolio Visualizer▲80

    An index investor's dream come true

    2014 · portfoliovisualizer.com · its alternatives →

17. 17
    NinjaOutreach▲106

    Prospecting and outreach CRM

    2015 · its alternatives →

18. 18
    Stride▲80

    Easy-to-use CRM

    2013 · copper.com · its alternatives →

19. 19
    Sales Beach▲93

    Your CRM’s new best friend: Automated Outbound Sales

    2014 · its alternatives →

20. 20
    Looker▲20

    Turn your CRM data into a community management machine.

    2014 · cloud.google.com · its alternatives →

21. 21
    KanbanFlow▲74

    Lean project management, simplified

    2015 · kanbanflow.com · its alternatives →

22. 22
    Sharkboard▲74

    Your Personal Investor Relations Assistant

    2014 · its alternatives →

23. 23
    DealIndex▲74

    Decision making tools for savvy investors

    2016 · dealindex.co · its alternatives →

24. 24
    Supertake▲88

    AI that turn your ideas into real investments

    24d ago · supertake.com · its alternatives →

Ranked by how close each launch is in meaning, then by votes. Prices were read from each product’s own site when checked and can change. Refine with your own description →