Features01 · Investors list
01 · The CRM

A pipeline that thinks about itself.

Salesforce was made for renewals. HubSpot for marketing. Neither was made for the way a partner reads a deck on a Saturday and decides on Tuesday. The Arx investors list was.

PIPELINE · 48
Seed round · 2026
Outreach
18
Halo VC
Iconiq
First call
12
Sequence
Foundry
Diligence
7
Northbeam
Atlas
Signed
4
Catalyst
Linen
Northbeam Capital
Lead capable · led Pocus seed
$750K
● DILIGENCE
Catalyst Fund
Signed Mar 14 · SAFE in ledger
$500K
● SIGNED
Atlas Partners
Re-opened deck · follow-up due
$500K
● DILIGENCE
★ UNIQUE TO ARX · INTRODUCTION PATHS

The warm intro, turned into a link.

Cold outreach is a coin flip. Warm intros are how rounds actually happen. Arx lets you map the intro centers in your life — advisors, existing investors, co-founders — and assign an intro path to every fund in your pipeline. Then share your target list or intro context with collaborators.

Hand the link to your advisor. They can suggest activity, flag intro opportunities, and use pre-written intro email templates — without needing an Arx login.

  • Intro CentersDefine your advisors and connectors once. Assign them as the intro path on any fund.
  • Intro email templatesPre-written intro emails per fund — edit, send, log in one motion.
  • Public collaborator shareShare the whole target list with an advisor; they can suggest activity without an Arx login.
  • Manual path assignmentYou choose who can intro whom — no auto-ranked path graph or fit scoring.
Intro path · Northbeam3 paths · 1 strong
EM
You
Elena
MR
Mira Rao
Advisor · 2yr
SK
Sasha Kim
Northbeam · Partner
Share linkarx.so/i/eq8r4n · Mira → Sasha · expires in 14dCopy →
2 other paths · weaker
JK
Julien (co-founder) → Sasha
Met at Lisbon Founders dinner
FAIR
RP
Rafael → Maya (Northbeam) → Sasha
Two hops · last touch 18 months ago
WEAK
FUND DRAWER

Every fund, a working surface.

Click into a fund and you get an editorial drawer — not a contact card. Overview, notes, bookings, partners, lead capability, check size, committed amount, intro path, activity feed. All on one page; all editable inline.

  • Four-tab drawerOverview, Notes, Bookings, Partners — the things you actually use during a raise.
  • Lead capability flagMark which funds can lead vs. follow — sort the pipeline by it.
  • Inline editsCheck size, committed amount, status — change it on the drawer, see it in the pipeline.
  • Bookings tabEvery meeting with this fund attached automatically, with prep notes.
FUND · NORTHBEAM
Drawer · 4 tabs
Overview
Notes
Bookings 2
Partners 3
Check size
$500K–$1.5M
Committed
$750K
Stage
Diligence
Capability
● LEAD
Intro path · assigned
MR
Mira Rao · advisor
Share →
IMPORT · SHARE · COLLABORATE

Bring your list, share it with whoever helps.

Start with a CSV from a friend's Notion or a spreadsheet your investor sent you — column-mapped import, duplicate detection by website + name, done in five seconds. Add funds manually, edit inline, organise into multiple target lists.

Share the whole list with an advisor via a public collaborator link. They can read, suggest activity, and flag intro opportunities without needing an Arx login — the way a good advisor actually works.

  • CSV importColumn-mapped wizard — fund name, website, stage, check size, partners. Dupe detection on website + name.
  • Multiple target listsRun several rounds in parallel — a friends-and-family list, the priced-round list, a future bridge list.
  • Public collaborator linkAdvisors get a read-only view of the list and can suggest activity without a login.
  • CSV exportTake your data with you whenever you want — no lock-in.
IMPORT · CSV
Column mapping · dupe detection
CSV
seed-targets-mar.csv
68 rows · 12 columns detected
● MAPPED
Fund name
→ fund.name
URL
→ fund.website
Lead partner
→ fund.partner
Check $
→ fund.check_size
3 duplicates flagged — Iconiq Emerge, Northbeam Capital, Halo VC are already on the list. Merge or skip.
Share with advisor · read + suggest
Copy link →
INVESTOR DOSSIER

Every record, a dossier.

Click into a partner and you see the conversation log. Every meeting, deck view, and note attached to one record — not scattered across a spreadsheet, an inbox, and a Notion page.

  • Activity timelineMeetings, deck views, and notes on one timeline — partial email integration via Ask Arx when Gmail is connected.
  • Notes & bookings tabsDrop a note from a call, see the next booking right next to it.
  • Ask Arx summaryAsk Arx: "Why has Northbeam gone quiet?" — it reads the record and tells you.
NORTHBEAM · DOSSIER
Activity · 30 days
SK
Sasha Kim
Partner · Northbeam Capital · NYC
● LEAD CAPABLE
ACTIVITY · 30 days
TodayOpened deck — Slide 7 · 71s
YestEmail reply — "Sending to my partners"
Mar 04Call — 32 min · Pricing, GTM
Mar 01Intro — via Mira (Atlas)
Notes · latest
"Asked specifically about NDR vs gross retention. They invest at this stage; their portfolio supports the thesis. Worth the follow-up."
The unfair part

Most CRMs are databases. Ours is fundraising-native.

Generic CRMs store contacts. Arx gives you a purpose-built fundraising pipeline — intro centers, intro paths, fund drawer, CSV in/out, and public collaborator links. You build the list; Arx gives you the workflow.

Try the intro paths →
Begin here

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