Intelligent Capital Formation for Every Stage. From your first syndication to your first fund to managing institutional LPs, Stellent Capital AI scales with you.
The AI First CRM built for Capital Raisers & Syndicators. Transform your fundraising with AI-powered tools designed for modern fund managers. From emerging syndicators to institutional platforms, choose the tier that matches your ambition.
Intelligent Capital Formation for Every Stage. From your first syndication to your first fund to managing institutional LPs, Stellent Capital AI scales with you.
Centralize text, email, calls, and social chats so no lead ever falls through the cracks.
Set meetings with automated reminders, confirmations, and easy rescheduling built right in.
Get StartedMonitor and record calls seamlessly from desktop or mobile so insights stay in one place.
Get StartedSend timely emails, reminders, and updates to build trust and convert more prospects.
Design and launch landing pages, websites, and funnels directly inside Stellent Capital AI.
From first conversation to conversion — every step supercharged with artificial intelligence.
All your customer interactions — texts, calls, emails, and DMs — unified and managed by intelligent AI that responds, learns, and optimizes every conversation in real time.
Our AI automates booking, reminders, and follow-ups — saving time while improving show-up rates with predictive scheduling based on user behavior.
Every investor or client call is analyzed using speech recognition and sentiment analysis to extract insights and optimize communication performance.
Our AI sends hyper-personalized emails and content at the right time — ensuring prospects move naturally from awareness to decision with no human delay.
Design and launch AI-optimized websites and funnels that test, adapt, and evolve — continuously improving performance based on live user data.
Real-time intelligence powered by machine learning — tracking trends, predicting outcomes, and unlocking data-driven strategies to help you scale with precision and speed.
Every LP touchpoint tracked automatically
Alignment with local, state and federal regulations
Modern, branded, LP-friendly
AI scoring + capital call forecasts
Manage deals anywhere
Go beyond systems and tools see how top performing syndicators and fund managers create consistent, scalable investor experiences.
Your end-to-end roadmap for building trust, engagement, and commitment through every stage of the capital raising cycle. You’ll learn how to:
Structure your investor touchpoints — from awareness to commitment.
Leverage automation and AI to personalize every interaction.
Enhance transparency and confidence with data-driven insights.
Build lasting relationships that drive repeat participation and referrals.
This isn’t just a framework — it’s a clear direction for growing smarter, faster, and with stronger investor alignment.
Switch between monthly and annual billing anytime. Annual plans include an automatic discount.
Essential tools to start attracting and managing investors.
Billed monthly
Advanced automation to nurture and scale investor relationships.
Billed monthly
Full automation and analytics for high performing teams.
Billed monthly
Custom solutions for large platforms & multi-strategy firms.
Switch between monthly and annual billing anytime. Annual plans include an automatic discount.
Essential tools to start attracting and managing investors.
*$297 one time setup fee
*Additional charges for messaging may apply*
Advanced automation to nurture and scale investor relationships.
*$297 one time setup fee
*Additional charges for messaging may apply*
Full automation and analytics for high performing teams.
*$497 one time setup fee
*Additional charges for messaging may apply*
For large platforms & multi-strategy firms
Contact us for bespoke pricing and deployment
White-glove onboarding, architecture workshops, and executive alignment.
See how Capital AI redefines intelligence, automation, and adaptability — leaving traditional systems far behind.
Continuously learns and adapts to live market and operational data in real time.
Automates complex workflows end-to-end using autonomous AI agents.
Predictive intelligence engine forecasts business outcomes with 98% accuracy.
Integrates seamlessly across CRMs, ERPs, and data systems with zero friction.
AI reasoning layer enhances decision-making with human-level insight.
Enterprise-grade trust and governance system ensures data security and compliance.
Static models that require manual retraining and outdated datasets.
Limited automation; heavy reliance on human intervention.
No real-time forecasting or adaptive intelligence capabilities.
Complex, manual integrations with poor system interoperability.
Lacks contextual awareness and reasoning beyond predefined rules.
Basic security measures without transparent governance frameworks.
Smart lead-tracking dashboard that surfaces investor intent and pipeline health in real-time.
Secure investor document distribution and e-sign workflow with audit trails and expiry controls.
Fast payment routing and investor billing with recurring and single-call settlement support.
Real-time analytics and predictive signals for capital call sizing and investor behavior.
Critiques LinkedIn profiles with expert branding advice to help professionals stand out and grow their network.
Automated site & campaign audit that produces prioritized growth tasks and tracking templates.
An AI-driven planner that crafts, schedules, and optimizes your entire social media strategy for maximum engagement and brand impact.
Get a full-scale AI business audit with actionable insights, growth recommendations, and real-time optimization tools.
Yes, you may cancel your subscription at any time. If you cancel after enrolling in an annual plan, refunds are not provided; however, you will continue to have full access to Stellent until the end of your annual billing period.
Most customers require little to no additional integrations, as Stellent serves as an all-in-one platform for your capital-raising needs. However, if you choose to integrate external tools, Stellent seamlessly connects with over 2,000 applications through Zapier, webhooks, and built-in integrations—making automation across platforms simple and efficient.
We offer powerful, end-to-end automation designed to streamline your most important business workflows. Our intelligent campaigns seamlessly automate SMS, email, web chat, phone calls, and calendar appointments keeping your operations running smoothly and efficiently.
Simply select the package that best fits your needs on our Pricing section. Once you’ve signed up, you’ll receive a series of onboarding emails guiding you through the next steps, including scheduling your personalized 1-on-1 onboarding call.
Our system is powered by AI to automate lead nurturing, communication, and analytics replacing multiple tools with one intelligent, all in one platform.
Not at all. Everything is built with no-code workflows and intuitive drag-and-drop editors. You can launch automations, forms, or campaigns in minutes.
Yes. It integrates seamlessly with over 2,000+ apps via Zapier, webhooks, and native APIs — from Google Workspace to Stripe, Calendly, and more.
“We raised $10M faster with Stellent Capital AI.”
“This platform replaced 5 tools and streamlined our LP communications.”
“The AI insights helped us identify our best investors before we even pitched.”
“Finally, a CRM that understands capital raising. Game changer for our team.”
“Best automation we've ever used. Client engagement doubled in 2 months.”
Watch how Stellent Capital AI transforms your fundraising process from pipeline to portal
Get a complete walkthrough of our platform: AI-powered dashboard → intelligent pipeline management → investor portal → automated reporting. See why fund managers choose Stellent Capital AI to scale their operations.
We’re so confident in Stellent Capital AI, we back it with ironclad guarantees.
Included on Dominate & Enterprise tiers
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