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Capital · Altss Fundraising OS

Raise smarter. Reach the right investors faster.

Research investors, manage your pipeline and keep meeting context with each relationship. Capital combines Altss intelligence with a native investor CRM to help your team prepare and review follow-up.

Fundraising OS from $25,000/year · Annual configuration · one named user · Agreement and payment after review

Investor selection

Keep the investor and the conversation together.

Match your fund against investors criterion by criterion, see what the evidence supports and what it does not, then keep the meeting context and the next follow-up with the investor record.

Fundraising workspaceIllustrative · no customer data

Your fund mandate

Customer-private
Fund
Example Healthcare Fund II
Strategy
Healthcare buyout · lower mid-market
Region
Europe
Investors sought
Family offices that back emerging managers
Investor fit against the mandate, by criterion
InvestorHealthcare focusEuropean activityEmerging managersCurrent mandateStage
Meridian Harbour PartnersSingle-family officeHealthcare manager activity recordedPublic evidenceEuropean activity recordedPublic evidenceBacked one Fund I managerInference · reviewNot establishedUnknownConversation
Northline PartnersMulti-family officeHealthcare in stated focusPublic evidenceLondon officePublic evidenceNo evidence foundUnknownNot establishedUnknownResearching
Example CapitalFamily investment companyNot recordedUnknownEuropean activity recordedPublic evidenceYour meeting note mentions new managersCustomer-privateNot establishedUnknownDraft prepared

Selected investor

Meridian Harbour Partners

Elena Ward · Investment Director

Relationship
Met at an industry event
Customer-private
Meeting context
Discussed the healthcare strategy and requested a track-record summary
Customer-private
Public evidence
Healthcare manager activity appears in the example source set · observed 4 August 2026
Public evidence
Not yet known
Current mandate and typical commitment range
Unknown

Prepared for your review

Follow-up brief
Share the track-record summary requested in the meeting.
Held for review
Question for the next call
Confirm the current mandate and typical commitment range.
Held for review
Customer-owned next action
Prepare the follow-up draft for the relationship owner’s review.
Held for review

Nothing is sent until your team reviews and authorizes it. Altss does not make introductions or contact investors on your behalf.

Your pipeline

  1. 12Researching
  2. 4Qualified
  3. 1Conversation
  4. 1Follow-up

Illustrative workspace · fictional fund, organizations, people, dates and counts. Fit shows what the recorded evidence supports, not investment intent; no meeting, commitment or introduction is implied. Customers review and authorize outreach.

For private-fund fundraising and investor relations

Keep investor research, conversations and next tasks together. Capital gives fund managers, solo GPs and investor-relations teams one place to prepare each follow-up.

Capital is designed for private-market investor relationships, rather than nonprofit donor management or family-office accounting. Your team owns the relationship and the fundraising process.

Identify allocators

01Research and prioritize
Understand the investor’s organization, investment focus and relevant activity within your selected Intelligence coverage.
02Manage the investor pipeline
Organize targets by pipeline stage, retain meeting notes and keep the next task with the investor record.
03Prepare and review outreach
Prepare AI-assisted drafts and sequenced follow-ups using the relationship context. Your team reviews and authorizes outreach.

Accelerate Your Fundraising Cycle

Spend less time reconstructing the conversation. Keep the investor’s research, meeting context and next task together so your team can prepare a relevant follow-up. Fundraising outcomes still depend on your team and the investor.

Build Lasting LP Relationships

See the context around a relationship: a prior meeting, a co-investment, an ownership link or a team connection. Retain the relevant source and interaction notes as the conversation develops.

A connection can help your team decide whom to approach. Altss does not make investor introductions or guarantee investment interest.

Transparent Intelligence

Read the available source evidence alongside your team’s meeting context. Keep public investment activity separate from private conversations, and check the date relevant to each fact.

A page edit does not reverify an entity. Check the source and verification dates; missing dates remain unknown.

Choose the Fundraising OS coverage

  1. Family Office Fundraising OS

    Annual configuration · one named user

    The Family Office Intelligence coverage plus native fundraising workflows. The published price includes the matching Intelligence coverage. Includes 1 named user. Additional named users $5,000/year each. Choose 1 to 100 named users.

    • Matching Intelligence coverage
    • Native investor CRM and customer-reviewed outreach
    • Relationship, meeting and event context
    Annual price
    $25,000/year
  2. Global Fundraising OS

    Annual configuration · one named user

    The Global Investor Intelligence coverage plus native fundraising workflows. The published price includes the matching Intelligence coverage. Includes 1 named user. Additional named users $5,000/year each. Choose 1 to 100 named users.

    • Matching Intelligence coverage
    • Native investor CRM and customer-reviewed outreach
    • Relationship, meeting and event context
    Annual price
    $35,000/year
  3. Full Market + Fundraising OS

    Annual configuration · one named user

    The Full Market Intelligence coverage plus native fundraising workflows. The published price includes the matching Intelligence coverage. Includes 1 named user. Additional named users $5,000/year each. Choose 1 to 100 named users.

    • Matching Intelligence coverage
    • Native investor CRM and customer-reviewed outreach
    • Relationship, meeting and event context
    Annual price
    $45,000/year

Includes 1 named user. Additional named users $5,000/year each. Choose 1 to 100 named users. Matching Intelligence coverage is included. Final scope is reviewed before agreement and payment. Enterprise is custom.

What happens after Configure Capital

01Describe your team and coverage
Choose a use case, product and named-user count. Tell us what your team needs to research and manage.
02Review scope and agreement
Altss confirms the configuration, eligibility and commercial terms with your team before agreement.
03Pay and activate
After the Order Form is signed, Altss sends a Mercury invoice. ACH or wire transfer. Card payments are not accepted. Altss activates access after cleared payment and completion of the required activation review. Submitting a request does not start access automatically.

Investor CRM and fundraising questions

Is Capital the same as Fundraising OS?

Capital is the public family for fundraising and investor-relations workflows. Altss Fundraising OS is sold in Family Office, Global and Full Market configurations around the corresponding Intelligence coverage.

Can I use Intelligence without the investor CRM?

Yes. Intelligence plans provide research and discovery. Choose a Fundraising OS configuration when you need the native investor CRM and related fundraising workflows.

Does Altss replace Salesforce or HubSpot?

Altss is not a general-purpose CRM company. Altss Fundraising OS includes a native investor CRM and pipeline; Intelligence plans provide the research layer. Standard subscriptions do not include external CRM sync.

Can Altss send outreach for me?

Fundraising OS supports AI-assisted outreach and sequenced follow-ups under customer review and authorization. Altss does not independently solicit investors on behalf of customers or provide a bulk email-blasting service.

Does Altss raise capital or introduce investors?

Altss is not a placement agent, broker-dealer, finder, solicitor or capital introducer. Altss does not negotiate transactions or receive transaction-based compensation. Customers control their outreach and relationships.

Can I request a configuration without a demo?

Yes. Send the configuration request directly. The team reviews scope and terms before agreement, payment and activation. A demo is an optional way to evaluate the workflow.

Build the workflow around your investor research.

Choose the coverage and investor workflow your team needs, or explore Capital in a demo.