An investor CRM built for compliance from day one.
Spreadsheets don't track / 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 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 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. prospects live here too, masked for privacy, surfaced for the audit story. Append-only at the database level.
Bring your existing investor list in as a CSV, mapping your own columns to real CRM fields. Duplicates detected. First-contact dates preserved for the 30-day gate.
Your pipeline and your compliance trail read from one source of truth. As you work a deal, every stage change and touch writes to the compliance log, and pre-gate prospects stay masked until the relationship gate clears.
One record per investor, audit-ready, with nothing scattered across email threads.
- 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·How Urban Sun Capital uses it·Pricing
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