Investors
Deal flow, portfolio and network in one place
Track every founder from first intro to investment committee, see who on your team knows them best, and keep the whole fund working from the same records.
2,600
founders and companies tracked from first intro to exit
4 min
from a forwarded deck to a deal with founders and round filled in
3x
more warm intro paths found through the team’s shared network
Templates
Start from a template. Six lists for funds, and for founders raising.
Deal flow
Companies
Stage
Round
Check size
Source
Deal flow
Every company from sourced to invested, with the round, check size and source.
Fundraising
Investors
Status
Commitment
Partner
Last contact
Fundraising
For founders raising: investors by status, commitment and the partner you’re talking to.
Portfolio
Companies
Invested
Ownership
Valuation
Board seat
Portfolio
Companies you’ve backed, with ownership, last valuation and who sits on the board.
Co-investors
Investors
Fund size
Stage focus
Shared deals
Connection
Co-investors
Funds you invest alongside, their stage focus and the deals you’ve shared.
LP relations
People
Commitment
Fund
Last update
Owner
LP relations
Limited partners with their commitment, fund and when they last heard from you.
Founder network
People
Company
Intro by
Connection
Last met
Founder network
Founders and operators you know, who introduced them and how well you know them.
How it works
A CRM that fits a fund. Founders, rounds and intros, linked.
STEP 1
Forward decks, get deals
Send a pitch email to your Modal address. The company, founders and round are created and linked, with the deck attached.
STEP 2
Find the warm path
Connection strength from every partner’s inbox and calendar shows who knows a founder best, before anyone reaches out.
STEP 3
Run IC from the record
Notes, diligence and the memo live on the deal. Move it to IC and the whole partnership sees the same thing.
Companies
Ledgerly
Ledgerly
Diligence
Fintech · London · 28 people
Round
Series A · $15M
Our check
$6M, lead
Deal lead
MC
Maya Chen
Intro by
Ava Lindqvist, angel
IC date
Oct 23
Co-investors
Halcyon, Eastline Capital
Ask Modal
Who on the team knows Ledgerly’s founders?
Maya knows Ana Duarte well: 31 emails and 4 meetings since 2023. Leo met the CTO once at a dinner in March.
Gmail
Calendar
Customer story
Northbeam. Deal flow, portfolio and LP updates in one workspace.
Read customer stories
Rafael Costa
Partner, Northbeam
2x
more first meetings from warm intros
Integrations
Connects to the tools you use. Inboxes, calendars, memos and signatures, connected.
All integrations
Investor questions
Can we track founders, rounds and co-investors separately?
How is connection strength worked out?
Can founders use Modal to fundraise?
Can we keep some deals private?