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THE FUNDRAISING WORKSPACE FOR PRIVATE CAPITAL FIRMS

Know where every
investor stands
across every raise.

Balau AI brings investor conversations, shared documents and data room activity together by investor and raise. See what happened, prepare the next conversation, and review AI-drafted follow-ups without searching across tools.

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Investor viewFictional example

Priya Raghunathan

In 2 raises

  1. Inbox · Mar 14“Not now. Call me in the autumn.”
  2. Shared · Sep 18Riverside deck v7
  3. Data room · Sep 19Opened 6 of 9 pages
  4. StageViewing · set by your team
  5. Next callToday at 2:00 PM
The people, raises and dates are fictional. Activity is a count of what happened.

WHAT CONNECTS

Four sources. One investor view.

What was said, what you shared, what they opened and what your team recorded, kept together against the investor and the raise. Nothing is scored or ranked; the view shows what happened.

  • Inbox · Mar 14

    Re: Riverside Commons

    “Not now. Call me in the autumn.”

  • Shared document · Sep 18

    Riverside deck v7, to Priya’s address

  • Data room · Sep 19

    Opened 6 of 9 pages

  • Your team · Sep 20

    Stage set to Viewing

Investor viewFictional example

Priya Raghunathan

Riverside Commons

Inbox, Mar 14
“Not now. Call me in the autumn.”
Shared
Riverside deck v7 · Sep 18
Data room
Opened Sep 19 · 6 of 9 pages
Stage
Viewingset by your team
The people, raises and dates are fictional. Stages are entered by the firm; activity is a count of what happened.

ACROSS YOUR RAISES

The same investor, in two raises at once.

Priya is in Riverside Commons and in Harborview Logistics. Each raise keeps its own materials and activity. Her history stays with her.

Priya Raghunathan

In 2 raises · Fictional example

Recorded conversations and data room activity stay connected to Priya, with each item tied to its raise.

Riverside Commons

Mixed-use development

Stage
Viewingset by your team
Shared
Riverside deck v7 · Sep 18
Data room
Opened Sep 19 · 6 of 9 pages
Inbox, Mar 14
“Not now. Call me in the autumn.”

Harborview Logistics

Industrial portfolio

Stage
Engagedset by your team
Shared
Offering memorandum · Aug 2
Data room
Opened Aug 3 · 12 of 12 pages · downloaded
Inbox, Aug 5
“Walk me through the rent roll next time.”
Fictional raises, people and dates. Activity is a count of what happened; it does not infer interest.

FOLLOW-UP DRAFTS

A follow-up draft informed by your records. You decide what to send.

Balau AI drafts from the investor’s recent conversations and your firm’s guidance. Review the draft and what it was generated from, then copy it into your email to edit and send.

Balau AI does not send the draft. You send it from your own email.

Draft follow-up emailAI draft

To: Priya Raghunathan

Subject

Following up on Riverside Commons

Body

Hi Priya, thank you for your reply in March. You asked me to get back in touch in the autumn, so I am doing so now. I would be glad to talk through where Riverside Commons stands whenever suits you.

Generated by Balau AI · 9/22/2026, 9:12 AM

Sources: 2 communications, this contact’s guidance

Redactions: 1 name anonymized

Copy it into your email to edit and send.

RegenerateCopy draft
An illustrative draft with fictional people. The summary under the draft lists what it was generated from.

FITS THE WAY YOUR FIRM WORKS

Start with one raise.
Keep your tools.

Bring one raise and an investor list, and connect the accounts your team already uses: nothing is replaced, and nothing writes back to them.

Microsoft 365Google CalendarFathomSpreadsheet import

Connections are read-only, and live CRM sync is not available: your investor list is imported, and your source stays authoritative.

See setup and daily upkeep

BUILT FOR THE LONG RELATIONSHIP

A raise ends.
The relationship continues.

The next raise starts with people your firm already knows, and what was said and shared is still on their record.

Meet the founders and the company

CONTROL IS PART OF THE WORKFLOW

Your relationships.
Your firm’s rules.

Review our security approach
  • Access follows firm roles and data permissions.
  • AI-assisted outputs remain traceable to permitted sources.
  • Consequential actions require human approval.

Built to the SOC 2 Security criteria. SOC 2 Type I examination in preparation; Type II and ISO 27001 to follow. Read what AI sees, including redaction limits.