For investors

The CRM for investors drowning in deal flow

Orbit is a simple all-in-one CRM for angel investors and small funds. One AI assistant, Hiro, keeps deal flow honest: it briefs you before each pitch, turns recorded calls into notes and action items, and drafts warm follow-ups to founders. Contacts, deals, tasks, notes, and email all live in one place. Free for up to 250 contacts, no credit card.

The investor problem

Deal flow arrives through every door: intros, cold decks, DMs, dinner conversations. Three weeks later you remember the company but not the round, the founder but not what you promised. The spreadsheet was already stale the day you made it.

Reputation compounds in the small moments: answering the cold email, passing quickly and kindly, remembering the founder when their next company comes around. That is relationship work at volume, and it is precisely what slips.

What Hiro can do from intro to decision

Hiro is one assistant inside the app. Across your funnel it can:

  • Prep a one-page brief before each pitch meeting: the founder, the history, what to dig into.
  • Turn a recorded pitch call into recap notes and action items, grounded only in the transcript.
  • Draft personal check-ins for founders who have gone quiet, including the ones you passed on.
  • Pull real to-dos out of your inbox: the intro you promised, the data room you said you would read.
  • Draft a fast, kind reply to a cold deck so no founder waits weeks for a pass.
  • Remember facts across chats, so context on a founder survives between check-ins.

A week with Orbit as an investor

Monday: three cold decks arrive, and you ask Hiro to draft a kind reply to each. Tuesday: you ask for a brief before the pitch, with the two questions worth asking.

Wednesday: the meeting recorder captures the call on-device, and Hiro turns it into a recap with the metrics the founder quoted plus your promised follow-ups as tasks. Thursday: it drafts a note to the founder you passed on last quarter, who just shipped something interesting. Friday: it surfaces the intro you promised at dinner. You approve it before lunch.

Set it up for investing work

  • Pipeline stages: Inbound, Screened, Pitch, Diligence, Decision, Portfolio.
  • Tags by sector, stage, and source of the intro.
  • Custom fields for round size, check size, and lead status.
  • A smart view for warm passes: founders worth tracking for the next company.

Deal flow compounds when founders remember you. Orbit makes sure they do.

Keep exploring

Frequently asked questions

What is a good CRM for angel investors?+

Orbit fits angels and small funds tracking deal flow alone. Its AI assistant (Hiro) briefs you before pitches, drafts transcript-true call notes, and keeps founder relationships warm with approved check-ins. Free for 250 contacts, and everything lives in one simple app.

How does Orbit help me track founders?+

Every founder is a contact with a full timeline of decks, notes, calls, and emails, and a deal moving through your pipeline. You add founders yourself, and Hiro remembers facts across chats so context survives. Orbit does not do AI contact enrichment.

Can Orbit take notes on my pitch calls?+

Record the call and Hiro drafts a recap with action items, using only what is in the transcript. Orbit's meeting recorder (Pro) transcribes on your own machine, so the audio never leaves it, and you edit the recap before you use it.

Is my deal flow data private?+

Workspaces are isolated, AI is included on every plan, running on free monthly credits with no API key to paste, and MCP access uses revocable per-workspace keys. Orbit is approval-gated, so nothing goes out and nothing is shared between workspaces.

What does Orbit cost for an investor?+

Nothing to start: the free CRM covers 250 contacts, one pipeline, unlimited tasks, calendar, notes, and a built-in email inbox, with no card. Pro is $14/mo for the meeting recorder and unlimited pipelines, and AI is included on every plan with free credits.

Make deal flow a system, not a memory

Free for 250 contacts, no credit card. Briefs, notes, and follow-ups run quietly, and you approve every outbound word.

Free forever plan. No credit card. No spam.