Close More Investors
See exactly where every investor stands and what needs to happen next to get them to wire.
Track pipeline stages, commitments, and engagement so no opportunity stalls or slips through.
Private Capital Operating System
Raise More Capital. Close Faster. Look Institutional.
Investor CRM, deal rooms, data rooms, outreach, and workflows built for sponsors, funds, syndicators, and private issuers.
Built for sponsors, funds, SPVs, and private offerings.
Why Serious Capital Raisers Use CPIN
Run your entire raise with structure, visibility, and control.
Eliminate Spreadsheet Chaos
Replace fragmented tools with a single system for managing your entire capital raise.
Centralize investor data, conversations, documents, and deal progress in one structured workspace.
Present Like an Institution
Deliver a clean, organized, and professional experience that builds investor confidence immediately.
Use structured deal pages, clear terms, and organized materials that reflect institutional standards.
Never Miss a Follow Up
Stay on top of every conversation and next step without relying on memory or manual tracking.
Automate reminders, assign tasks, and keep deals moving forward with built in workflow execution.
Built For Modern Capital Raisers
SponsorsFundsSyndicatorsReal Estate OperatorsPrivate IssuersFamily OfficesConsultants
Investor CRM
Track Every Investor From First Touch to Wire
Know exactly where every relationship stands and what happens next.
- Kanban pipeline by stage
- Relationship notes
- Check size and fit scoring
- Follow up reminders
- Momentum tracking
Deal Rooms
Launch Live Offerings in Minutes
Create professional capital raise pages for notes, equity raises, SPVs, and private placements.
- Raise progress tracking
- Investor interest capture
- Commitments and updates
- Closing timeline visibility
- Mobile optimized pages
Investor Experience
Impress Investors and Close Faster
Give serious investors a clean, organized, confidence building experience.
- Beautiful offering pages
- Clear terms and traction metrics
- FAQ readiness
- Book call CTA
- Mobile friendly
Data Rooms
Secure Diligence Without Friction
Share documents, control access, and monitor investor engagement.
- Secure file sharing
- Permission controls
- Room analytics
- Investor activity visibility
- Faster diligence cycles
Execution
Never Miss Follow Ups Again
Stay organized while managing active raises and investor conversations.
- Follow up reminders
- Closing checklists
- Team workflows
- Priority tasks
- Automation ready
From First Contact to Final Wire
A structured system to move investors from interest to commitment without losing momentum.
Build and Qualify Your Investor Pipeline
Capture every investor, track fit, and understand who is most likely to convert.
- Track investor type, check size, and preferences
- Score and prioritize high-probability prospects
- Log conversations and relationship context
- Move investors through structured pipeline stages
Launch Your Offering and Capture Interest
Create a professional deal experience that turns attention into real investor intent.
- Publish a branded offering page
- Share documents through a secure data room
- Track who views, clicks, and engages
- Capture soft commits and investor signals
Convert Commitments and Close Capital
Manage the closing process with full visibility into commitments, documents, and next steps.
- Track committed vs funded capital
- Manage follow ups and closing tasks
- Coordinate documents and investor communication
- Maintain momentum through final wire
Build and Qualify Your Investor Pipeline
Capture every investor, track fit, and understand who is most likely to convert.
- Track investor type, check size, and preferences
- Score and prioritize high-probability prospects
- Log conversations and relationship context
- Move investors through structured pipeline stages
Launch Your Offering and Capture Interest
Create a professional deal experience that turns attention into real investor intent.
- Publish a branded offering page
- Share documents through a secure data room
- Track who views, clicks, and engages
- Capture soft commits and investor signals
Convert Commitments and Close Capital
Manage the closing process with full visibility into commitments, documents, and next steps.
- Track committed vs funded capital
- Manage follow ups and closing tasks
- Coordinate documents and investor communication
- Maintain momentum through final wire
Simple Pricing for Serious Capital Raisers
Start lean. Upgrade when your raise accelerates.
Starter
$79/mo
For solo sponsors and first time raises.
Includes
- Investor CRM
- 1 Active Deal Room
- Basic Data Room
- Tasks & Follow Ups
- Email Support
Growth
$199/mo
For active sponsors and repeat capital raisers.
Includes
- Unlimited Investors
- Multiple Active Deal Rooms
- Full Data Rooms
- Workflow Automation
- Team Collaboration
- Priority Support
Client
Offered for free to existing clients
$0Per month pricing not applicable
For businesses that engage The BNIC Network LLC or Help Keep My Money LLC for capital advisory and related services.
No charge • By invitation through BNIC Network or Help Keep My Money
Includes
- Unlimited Investors
- Multiple Active Deal Rooms
- Full Data Rooms
- Workflow Automation
- Team Collaboration
- Priority Support
Need white label, onboarding, or team rollout? Book a Demo
Talk With the CPIN Team
Tell us about your raise and we’ll show you the right setup.
Prefer scheduling instead?Book a Demo