The operating system built exclusively for independent sponsors.
Stop duct-taping HubSpot, Excel, and email together. Manage your entire lifecycle — from your first broker relationship to your first funded deal — in one purpose-built platform.
Built with feedback from independent sponsors
Why SponsorStack?
cancel The Old Way
- • Clunky CRMs built for B2B sales, not deal flow.
- • Endless manual data entry from CIMs to Excel.
- • Lost NDA expirations in overflowing inboxes.
- • Disconnected tools for sourcing, tracking, and raising.
check_circle SponsorStack
- • Built exclusively for the independent sponsor lifecycle.
- • AI that understands your specific investment thesis.
- • Automated NDA tracking and alert management.
- • Full lifecycle coverage from first teaser to funded deal.
The Full Picture
Built for the full independent sponsor lifecycle.
From first broker conversation to funded deal — SponsorStack is with you at every step.
Track every deal from first teaser to signed LOI.
Your deal flow is your livelihood. SponsorStack keeps it organized from first broker email to signed LOI — with a purpose-built pipeline, a deal-aware inbox, a broker CRM, and drip campaigns so you stay top of mind without the manual follow-up.
- Kanban pipeline with fully customizable stages
- Deal Inbox filters your email to surface deal-relevant threads only
- Broker CRM with interaction logs and AI relationship summaries
- Drip campaigns for brokers — stay top of mind so deal flow keeps coming to you
Know if a deal fits your thesis in 30 seconds.
Stop spending hours on CIMs that don't fit your thesis. SponsorStack gives you AI CIM analysis, a quick deal screen, financial normalization, and a deal economics calculator — so you can get from teaser to informed decision in minutes.
- AI CIM analysis against your specific thesis and deal criteria
- Quick Deal Screen for rapid go / no-go scoring across multiple factors
- Financial normalization: AI converts broker financials into your own format
- Deal economics calculator — see your carry, co-invest, and management fees before you LOI
Never lose a deal because of a missed deadline.
From the moment you sign an NDA, SponsorStack tracks every deadline, flags every risk, and keeps every document and interaction organized in one place — so nothing slips while you're moving fast.
- NDA tracker with expiration alerts and AI term review
- Interaction log auto-populated from email sync and meeting notes
- Exclusivity countdown per deal — always know your runway
- Document storage: CIMs, financials, QoE — organized per deal record
Run your equity raise like you've done it a hundred times.
Every deal-by-deal raise is a sprint. SponsorStack gives you the tools to model your capital structure, track every capital partner from first conversation to funded, and know the moment someone opens your teaser — so you can focus on closing, not chasing.
- Capital Stack creator — model your equity, debt, and seller note structure before you start the raise
- Capital Partner commitment tracker from Interested to Funded, per deal
- Raise progress view: target vs. committed vs. soft-circled
- Capital Partner outreach with teaser tracking links — see the moment a CP opens your document
Your edge is your relationships and your speed.
The IS who wins responds first, follows up consistently, and never drops a ball. SponsorStack handles the infrastructure so you can focus on closing.
- AI Assistant — ask anything about your pipeline, get instant answers
- Meeting notes auto-sync from Fireflies, Fathom, Granola, and tl;dv
- AI relationship summaries for every broker, capital partner, and contact
- Interaction log — automatically tracks every touchpoint across all your contacts so nothing falls through the cracks
Built for the way you work. Ready when you are.
Join the exclusive beta for independent sponsors and transform how you source and close deals.