The CRM for investors drowning in deal flow
Orbit is a CRM for angel investors and small funds. Its 16 AI agents keep deal flow honest: Ivy enriches every founder who reaches out, Mia briefs you 75 minutes before each pitch, Theo turns recorded calls into notes and action items, and June keeps founder relationships warm. Free to start, 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.
The agents doing the work
Five agents keep the funnel honest from intro to decision:
- Ivy enriches every new founder contact with email, socials, and background, filling blanks only and never overwriting what you wrote.
- Mia hands you a one-page brief 75 minutes before each pitch meeting: the founder, the history, what to dig into.
- Theo turns recorded pitch calls into recap notes and action items, grounded only in the transcript.
- June drafts personal check-ins for founders quiet 30 days or more, including the ones you passed on. Next companies remember.
- Noa pulls real to-dos out of your inbox daily: the intro you promised, the data room you said you would read.
A week with Orbit as an investor
Monday: three cold decks arrive, and Ivy fills in each founder's background before you read page one. Tuesday: Mia's brief lands 75 minutes before the pitch, with the two questions worth asking.
Wednesday: Theo's recap captures the metrics the founder quoted, straight from the transcript, plus your promised follow-ups as tasks. Thursday: June drafts a note to the founder you passed on last quarter, who just shipped something interesting. Friday: Noa surfaces the intro you promised at Tuesday's 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. June 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. It enriches founders automatically, briefs you 75 minutes before pitches, drafts transcript-true call notes, and keeps founder relationships warm with approved check-ins. Free to start.
How does founder enrichment work?+
Ivy researches each new contact from the open web: email, socials, background. She fills empty fields only and never overwrites anything you typed, so your own notes always win.
Can Orbit take notes on my pitch calls?+
Record the call and Theo drafts a recap with action items, using only what is in the transcript. Orbit's meeting recorder transcribes on your own machine, so the audio never leaves it.
Is my deal flow data private?+
Workspaces are fully isolated, agents run on an AI key you bring in your own provider account, and MCP access uses revocable per-workspace keys. Nothing is shared between workspaces.
What does Orbit cost for an investor?+
Nothing to start: the free plan is free forever with all 16 agents, unlimited contacts, one pipeline, and no credit card. Model providers bill you at cost, typically a few dollars a month at deal-flow volume.
Make deal flow a system, not a memory
Free to start, no credit card. Enrichment, briefs, and follow-ups run quietly, and you approve every outbound word.
Free forever plan. No credit card. No spam.