From first outreach to signed term sheet. One workspace with AI that keeps you ahead of every deal.
Find
AI-surfaced investor matching scores every firm against your stage, sector, and thesis. Focus your pipeline on the names most likely to write a check.
Prepare
Drop in your documents and Weftly organizes them automatically. Renamed, categorized, and mapped to the right due diligence section. No manual filing.
Track
Every requested document tracked, every missing item flagged. Weftly surfaces your due diligence gaps before investors do, so you're never caught off guard.
Intelligence
The AI Advisor reads your actual pipeline data, your documents, and your investor interactions. Ask it anything.
"Which investors haven't opened the data room?" – answered from your live access logs.
"What's in our NDA with this firm?" – answered from the actual document, not memory.
"Who's moved the fastest in our pipeline?" – answered from interaction history.
Lead investor: no activity in 18 days
Last interaction: Deck viewed on Feb 14. No reply to follow-up.
Data room: 3 missing due diligence docs
Cap table, IP assignment, and financial model not yet uploaded.
Top-tier firm: opened deck 4 times, no reply
High-intent signal. Consider a direct outreach today.
Proactive alerts
The workspace
Everything you need is already here.
Track every relationship from first intro to term sheet. Pipeline stages, interaction history, and engagement signals in one view.
Share documents securely with granular access controls. See exactly who viewed what and when.
Stage velocity, momentum metrics, and close probability across your whole pipeline at a glance.
Write, send, and track monthly updates to your full investor base. Templates and open tracking built in.
NDAs, term sheets, and side letters. Drafted, sent, and tracked. eSign integration for signatures without leaving Weftly.
Ask anything about your pipeline, your investors, or your documents. Answers from your actual data, not generic knowledge.
Before you add someone to your pipeline, know their thesis, recent investments, and portfolio overlap. AI-surfaced fit scores so you focus on the right names.
Stalled deal at 14 days. Investor quiet for 21 days. Missing DD doc. Weftly tells you before you need to ask.
Google Workspace meetings and emails sync alongside your CRM. No manual logging. Context updates automatically.
After the raise
Fundraising is one workspace. Weftly grows with you.
When the round closes, your cap table updates automatically. The same deal you tracked through pipeline becomes a cap table entry with zero friction. Model dilution, manage SAFEs, and share a live stakeholder portal.
You raised the money. Now build the team. Hiring plans, pay bands, org charts, and board reporting, all drawing from the same company data.
Free for early-stage founders. Full access, no credit card. Your raise becomes our roadmap.