Fundraising & partnerships
Founders
Keep investor conversations, warm introductions, and partner follow-ups out of scattered notes.
“Which investors should I update before next week's launch?”
Use cases
Relationship systems for work that depends on who remembers whom.
Stackit is designed for an individual relationship owner—not a team forecasting process. Use it where personal context, timing, and thoughtful follow-up matter.
Real working moments
Built around the work
relationships make possible.
Stackit is for people whose next customer, candidate, investor, partner, or opportunity may already be in their network.
Relationship-led selling
Sales & business development
Remember the people and context around long-cycle opportunities without adopting a heavy team CRM.
“Who asked me to follow up after the conference?”
Client continuity
Consultants & advisors
Walk into each conversation with prior decisions, open questions, and relevant personal context.
“Brief me on everyone attending tomorrow's workshop.”
Network intelligence
Investors & recruiters
Search across companies, roles, interests, and interaction history when the right person matters.
“Who do I know with marketplace experience in Korea?”
Choose the workflow closest to your work.
Start with one repeatable moment. A useful personal CRM habit is usually smaller than “manage my network”—it is preparing for meetings, following up after an event, or remembering who can help with a specific problem.
Founders and operators
Common failure: Investor, partner, customer, and talent conversations overlap. Context gets scattered across email, notes, and memory.
A workable system: Tag relationships by role and priority, keep the last meaningful conversation on the contact, and review warm introductions before a fundraising or partnership sprint.
Founder CRM guide →Sales and business development
Common failure: A pipeline tracks opportunities, but often misses the personal context behind who can open a door or revive a dormant conversation.
A workable system: Use Stackit beside your team CRM as a personal relationship layer for event contacts, champions, former customers, and referral sources.
Follow-up workflow →Consultants and advisors
Common failure: The next project often starts with a relationship that was not an active deal when you last spoke.
A workable system: Record areas of expertise, current priorities, and a reasonable next-touch date so relevant introductions and check-ins are easier to make.
Meeting brief template →Conference networkers
Common failure: A full day of introductions becomes a pile of cards and vague memories by the time you return home.
A workable system: Capture each card, add one specific memory, rank follow-up priority, and work through a 24-hour and seven-day follow-up queue.
Conference system →Start where you work
Build the memory on mobile.
Use the judgment on web.
Scan cards and capture context while it is fresh, then use Stackit Agent to prepare, prioritize, and follow through.
Web, iOS and Android · Free to start