An investor CRM built for compliance from day one.
Spreadsheets don't track 506(b)/506(c) status. Generic CRMs don't know what a 30-day relationship gate is. Mownt's CRM was built specifically for capital raisers, pipeline, compliance log, and accreditation tracking in one place.
Most operators run their pipeline in Airtable, HubSpot, or a Google Sheet, and the compliance trail lives nowhere. When a 506(b) audit comes, the data needed is scattered across email threads.
One CRM with three lenses: the operator-facing pipeline for daily work, the compliance log for the audit trail, and the per-investor accreditation record for 506(c) deals. Each lens reads from the same source of truth.
Drag-and-drop kanban for visual sorting; sortable table for power users. Stage transitions log to the compliance trail automatically. Custom fields per operator.
Every touchpoint, every attestation, every stage change. Pre-gate prospects live here too, masked for privacy, surfaced for the audit story. Append-only at the database level.
Bring your existing investor list in CSV or via GoHighLevel sub-account sync. Duplicates detected. First-contact dates preserved for the 30-day gate.
- The pipeline and the compliance trail share a database, there's no out-of-sync window.
- Operators stop reaching for spreadsheets to answer 'when did I first meet this LP?'
- Accreditation status is a first-class field, not a tag on a contact in a generic CRM.
See also: Compliance·Compare to Juniper Square·How Urban Sun Capital uses it·Pricing
Get early access, and we'll send the tier breakdown.
Tell us a bit about your raise. We'll send the tier that fits and the rate at the same time. No sales cycle.