Free Tools Every Founder Should Use When Fundraising

May 15

Raising capital is one of the hardest things a founder will do. But it’s also one of the most systems-driven. You don’t need a fancy team to look professional—you just need the right tools.

At USInvestorData.com, we help founders connect with the right investors. But we also know the process behind the pitch matters just as much as the pitch itself.

Here are the top free tools I recommend every founder use while fundraising in 2025.

1. Deck Creation: Canva & Gamma

Canva – Sleek, easy-to-edit pitch deck templates that look investor-ready

Gamma – Modern AI-based slide builder that converts bullet points into decks

Why it matters: Your first impression lives in your deck. These tools make it clean, compelling, and collaborative—without design help.

2. Investor CRM: Airtable or Notion

Airtable – Use free templates to track investor name, status, contact info, and notes

Notion – Build a personalized fundraising tracker + data room all in one

Why it matters: Fundraising is sales. You need a pipeline, a process, and follow-ups—tracked in one place.

3. Data Room: Google Drive or DocSend (Free Tier)

Google Drive – Simple folder system with access control

DocSend – Share your deck, track opens, and control permissions

Why it matters: Investors expect a “clean” data room. These tools help you send what matters—and monitor interest.

4. Email Tools: Mixmax or Mailtrack (Free Plans)

Mixmax – Tracks opens, automates follow-ups, integrates with Gmail

Mailtrack – Simple email open tracking with notifications

Why it matters: You’ll send 100+ investor emails. Knowing who’s reading (and who isn’t) guides your follow-up strategy.

5. Investor Research: USInvestorData.com (Free Trial)

Build investor lists by stage, sector, check size, and region

Get verified contact info and recent deal history

Export CRM-ready lists that convert

Why it matters: Great outreach starts with targeting the right people—not mass emailing outdated lists.

6. Legal & Cap Table: Carta Launch or Clerky’s Free Resources

Carta Launch – Free cap table and SAFE tool for early-stage startups

Clerky – Free templates for SAFEs, NDAs, and incorporation docs

Why it matters: Investors want clean cap tables. Don’t wing it. Use founder-friendly tools.

7. Cold Email Writing: ChatGPT (Free Tier)

Draft and refine outreach with tone and format adjustments

Test subject lines and improve clarity

Why it matters: Writing cold emails is a craft. AI can speed up the process—but targeting still matters more than copy.

Final Thoughts: Tools Are Only as Good as Your Targeting

I’ve raised capital for hedge funds, real estate, and film. No matter what sector you’re in, the game doesn’t change:

Know your numbers
Know your audience
Use tools to move faster

At USInvestorData.com, we make the last part easy.

Find real investors. Build real lists. Pitch smarter.

Start for free at www.USInvestorData.com

David Brown