---
title: Fundingstack Reviews
meta_title: 'Fundingstack Reviews 2026: Details, Pricing, & Features | G2'
meta_description: Filter reviews by the users' company size, role or industry to find
  out how Fundingstack works for a business like yours.
date_modified: '2024-10-06'
parent_category:
  name: Financial Services
  url: https://www.g2.com/categories/financial-services
---


# Fundingstack Reviews
**Vendor:** Fundingstack  
**Category:** [Financial Services CRM Software](https://www.g2.com/categories/financial-services-crm)
## About Fundingstack
Software platform for raising capital, used by venture funds, investment bankers, funding consultants and advisors. It includes a searchable database of 227,000 investors, a CRM to manage the deal pipeline, Pitch Deck Hosting, Investor Updates and Email tools to manage the investor outreach, and a Virtual Data Room to run due diligence. Used by companies globally to raise $17 Billion in capital.






- [View Fundingstack pricing details and edition comparison](https://www.g2.com/products/fundingstack/reviews?section=pricing&secure%5Bexpires_at%5D=2026-08-23+16%3A53%3A57+-0500&secure%5Bsession_id%5D=f88ab7c5-3d95-4269-85d7-042fd3050283&secure%5Btoken%5D=996d3daf64d2f5465c31507fe834acf34aae0208dbcbf164b70941aa9986511f&format=llm_user)

## Fundingstack Features
**Content**
- Automation
- Marketing Automation

**Platform Additional Functionality**
- Pre-Built Connectors
- Dashboard
- Cloud
- Mobility
- Messaging
- Activity Dashboard

**Platform Reporting and Analytics**
- Reporting
- Forecasting

**Customer Support**
- Case Management
- Customer Support Portal
- Knowledge Base
- Support Analytics
- Calendar Management
- Template Management
- Client Management
- Workflow Management
- Territory Management
- Financial Management
- Document Management

**Marketing Automation**
- Campaign Management
- Lead Management
- Marketing Analytics
- Email Management
- Email Marketing

**Sales Force Automation**
- Pipeline Management
- Task Management
- Product and Price List Management
- Quote and Order Management
- Contract Management
- Contact Management

**Agentic AI - Financial Services CRM**
- Decision Making

**Additional Functionality**
- Search/Filter
- Activity Tracking
- Expense Tracking
- CRM
- Mobile Access
- AI Copilot
- Calendar Sync
- Third-Party Integrations
- Data Import/Export
- Customizable Reports
- Customizable Fields
- Lead Capture
- Relationship Tracking
- Collaboration Tools
- Alerts/Notifications
- Email Templates
- Generative AI
- Customer Database
- Task Scheduling
- Reporting & Statistics
- API
- Team Assignments
- Drag & Drop
- Access Controls/Permissions
- For Financial Institutions
- Interaction Tracking
- Sales Reports

## Top Fundingstack Alternatives
  - [Maximizer](https://www.g2.com/products/maximizer/reviews) - 4.0/5.0 (642 reviews)
  - [Capsule CRM](https://www.g2.com/products/capsule-crm/reviews) - 4.7/5.0 (509 reviews)
  - [Redtail Technology](https://www.g2.com/products/redtail-technology/reviews) - 4.3/5.0 (265 reviews)