For repeat raisers
Move your next raise onto one system, without losing your history.
Skip the expensive course and a stack of disconnected tools, such as a CRM, an email tool, an ads tool and an AI writer.
Import your investor list
- File
- investor-list.csv
- Rows
- 248
- Columns
- 5
Mapping columns
Bring your investor list
Import your investor list from a CSV file and map its columns to your fields.
Map your columns
| Your column | maps to Mownt field |
|---|---|
| Full name | Name |
| Email address | |
| Phone | Phone |
| Check size | Custom field: Typical check |
One place for your CRM, landing pages, email campaigns and ads
CRM
Your investor list, with status, commits and checks.
Landing pages
Your deal page: narrative, terms and documents in one link.
Email campaigns
Email your list, scoped to your exemption.
Ads
Ad campaigns for raises (early version).
AI writing: ads on every paid plan, emails on Growth and Pro.
Switching from another platform?
A checklist for moving over.
- Export your investor list from your current tool as a CSV file.
- Export your documents and any records you want to keep, such as notes and past commitments.
- Move your investor list first, then your active deal, then your email campaigns.
- Keep your old account open until you have checked the import.
See a sample audit trail
A sample investor relationship dossier, the record you can export as CSV or PDF. It shows what was recorded and when.
Relationship dossier: Investor A
| Field | Value |
|---|---|
| Investor name | Investor A |
| Investor email | investor-a@example.com |
| Operator | Example Capital |
| Generated at | 2026-01-15T00:00:00.000Z |
| Field | Value |
|---|---|
| Submitted at | 2025-03-04T15:20:00.000Z |
| Accredited self-cert | true |
| Submitted email | investor-a@example.com |
| Email mismatch | false |
| Sophistication answers | {"prior_private_investments":"2"} |
| Type | Occurred at | Attested | Notes | Assessment | Logged by |
|---|---|---|---|---|---|
| call | 2025-03-18T16:00:00.000Z | true | Talked through past private investments and how Investor A reviews a deal. | Example Capital |
| Type | Occurred at | Attested | Notes | Logged by |
|---|---|---|---|---|
| meeting | 2025-01-22T18:30:00.000Z | true | Coffee after the local investor meetup. Shared our track record. | Example Capital |
| 2025-02-10T14:05:00.000Z | false | Sent last year's investor update. | Example Capital |
| Field | Value |
|---|---|
| Category | prior_business_relationship |
| Narrative | Met at a local real estate meetup in 2024 and stayed in touch. |
| Started on | 2024-11-02 |
| Attested at | 2025-03-01T12:00:00.000Z |
| Deal | Pathway | Basis | Override acknowledged | Generated at |
|---|---|---|---|---|
| Sample Deal 1 | pre_existing_relationship | Relationship recorded before the offering | false | 2025-04-02T17:45:00.000Z |