Stellent Capital AI

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.

Stellent Capital AI

Intelligent Capital Formation for Every Stage. From your first syndication to your first fund to managing institutional LPs, Stellent Capital AI scales with you.

Conversations
All Conversations in One Place

Centralize text, email, calls, and social chats so no lead ever falls through the cracks.
- Text Messaging
- Email
- Phone Calls
- Social Media Chats
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Calendar
Schedule Investor Appointments

Set meetings with automated reminders, confirmations, and easy rescheduling built right in.
Get Started
Calls
Track Every Investor Call

Monitor and record calls seamlessly from desktop or mobile so insights stay in one place.
Get Started
Nurturing Campaigns
Automated Investor Follow ups

Send timely emails, reminders, and updates to build trust and convert more prospects.
- Email Drips
- Educational Series
- Re-engagement
Get Started
Websites & Funnels
Build Your Digital Presence

Design and launch landing pages, websites, and funnels directly inside Stellent Capital AI.
- Websites
- Funnels
- Scheduler Integration
Get Started

AI-Powered Business Evolution

From first conversation to conversion — every step supercharged with artificial intelligence.

AI Conversations

Smart AI Messaging Hub

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.

AI Scheduling

Intelligent AI Calendar System

Our AI automates booking, reminders, and follow-ups — saving time while improving show-up rates with predictive scheduling based on user behavior.

AI Voice

AI-Powered Call Tracking

Every investor or client call is analyzed using speech recognition and sentiment analysis to extract insights and optimize communication performance.

AI Nurturing

Predictive Follow-up Engine

Our AI sends hyper-personalized emails and content at the right time — ensuring prospects move naturally from awareness to decision with no human delay.

AI Web Systems

Adaptive Funnels & Landing Pages

Design and launch AI-optimized websites and funnels that test, adapt, and evolve — continuously improving performance based on live user data.

AI Insights

AI-Driven Performance Intelligence

Real-time intelligence powered by machine learning — tracking trends, predicting outcomes, and unlocking data-driven strategies to help you scale with precision and speed.

Everything You Need to Raise Smarter

AI Pipelines & Automations

Every LP touchpoint tracked automatically
Compliance-Ready Reports

Alignment with local, state and federal regulations
Investor Portals

Modern, branded, LP-friendly
Predictive Analytics

AI scoring + capital call forecasts
Mobile App

Manage deals anywhere

Turn Every Conversation into Capital - See How the Smartest Syndicators Do It

Go beyond systems and tools see how top performing syndicators and fund managers create consistent, scalable investor experiences.

The Complete Investor Journey

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.

See the Complete Investor Journey

Tool Comparison

Stellent AI Suite - Intelligent Platform Pricing

AI Sales & CRM Intelligence

FEATURES

REPLACES

COST (Per Month)

AI-Powered CRM & Deal Forecasting

HubSpot, Salesforce

$$$

Automated Funnel Builder

ClickFunnels, WordPress

$

Smart Appointment Scheduler

Calendly, Setmore

$

Voice & Call Insights AI

CallRail, Google Voice

$

Predictive Analytics Dashboard

Pipedrive, Zoho Analytics

$$$

AI Marketing & Engagement Suite

FEATURES

REPLACES

COST (Per Month)

Dynamic AI Forms & Surveys

Typeform, Jotform

$

AI Web Page Generator

Wix, Framer

$$

Social Campaign Automations

Buffer, Hootsuite

$

Reputation & Review AI

Podium, Trustpilot

$$$

Smart Email Delivery AI

Mailchimp, SendGrid

$$

AI Productivity & Workflow Engine

FEATURES

REPLACES

COST (Per Month)

Workflow Automation Builder

Zapier, Make

$$

AI Meeting Summaries

Otter.ai, Notion AI

$$

Team Collaboration Hub

Slack, Trello

$$

Project Prediction Engine

Monday.com, Asana

$$$

AI Data & Automation Hub

FEATURES

REPLACES

COST (Per Month)

Real-Time Data Sync

Zapier, Integrately

$$

AI-Powered Data Enrichment

Clearbit, Apollo

$$

Smart Lead Routing

HubSpot, Freshsales

$$

Automated Report Delivery

Google Sheets, Databox

$

⚡Not thousands ($$$$) of dollars a month.
The future of capital raising and investing does not require you to spend thousands ($$$$) of dollars a month.
Our pricing scales with you.

Pricing Page - All in One

Simple, Transparent Pricing

Switch between monthly and annual billing anytime. Annual plans include an automatic discount.

Monthly Annually

Accelerate

Essential tools to start attracting and managing investors.

$97 /mo

Billed monthly

Unlimited Contacts & Users
24/7 Ai Support
Guided Help Hub
Ai Call Scheduling
Ai Sales Pipeline
Ai Sign Up Forms
SMS, Email & Phone Tracking
On-Demand Video Trainings
CP Growth Community
Ai Lead Scoring
Personal Onboarding
Investor Checklist

Get Started

*$297 one-time setup fee*
*Additional charges for messaging may apply*

Elevate

Advanced automation to nurture and scale investor relationships.

$297 /mo

Billed monthly

**Everything In Accelerate Plan +**
Dedicated Account Manager
Ai Automated Campaigns
Referral Builder
Ai Sales Automation
Ai Social Scheduler
Funnel Page Template
Webinar Page Template
Website Form Sync
Deal Launch Template

Get Started

*$297 one-time setup fee*
*Additional charges for messaging may apply*

Dominate

Full automation and analytics for high performing teams.

$497 /mo

Billed monthly

**Everything In Elevate Plan +**
Digital Business Card
Investor Communities
Ai Invoicing
eSign Closures
Account Accelerator
Advanced Webinars
Email Warm Up Service
30+ Page Templates
100+ Email Templates
Website Templates
Strategy Session

Get Started

*$497 one-time setup fee*
*Additional charges for messaging may apply*

Enterprise

Custom solutions for large platforms & multi-strategy firms.

Custom
Pricing

Multi-Entity System
Custom Integrations
Private Infrastructure
On-Premise Option
SLA Guarantees
Quarterly Strategy
Feature Development
— build what you need
Premium Support

Includes Dominate +
Custom
Deployment

Simple, Transparent Pricing

Switch between monthly and annual billing anytime. Annual plans include an automatic discount.

Monthly Annually

Accelerate

Essential tools to start attracting and managing investors.

$49 /mo

*$297 one time setup fee

*Additional charges for messaging may apply*

Unlimited Contacts & Users
24/7 Expert Support
Guided Help Hub
Smart Call Scheduling
Simple Sales Pipeline
Simple Sign Up Forms
SMS, Email & Phone Tracking
On-Demand Video Trainings
CP Growth Community
Smart Lead Scoring
Personal Onboarding
Investor Checklist

Elevate

Advanced automation to nurture and scale investor relationships.

$99 /mo

*$297 one time setup fee

*Additional charges for messaging may apply*

Everything In Accelerate Plan +
Dedicated Account Manager
Automated Campaigns
Referral Builder
Smart Sales Automation
Social Scheduler
Funnel Page Template
Webinar Page Template
Website Form Sync
Deal Launch Template

Dominate

Full automation and analytics for high performing teams.

$199 /mo

*$497 one time setup fee

*Additional charges for messaging may apply*

Everything In Elevate Plan +
Digital Business Card
Investor Communities
Smart Invoicing
eSign Closures
Account Accelerator
Advanced Webinars
Email Warm Up Service
30+ Page Templates
100+ Email Templates
Website Templates
Strategy Session

Enterprise

For large platforms & multi-strategy firms

Custom Pricing

Contact us for bespoke pricing and deployment

White-glove onboarding, architecture workshops, and executive alignment.

Everything in Dominate plan +
Multi-entity architecture — manage complex org structures
Custom integrations — connect fund admins, custodians, and existing systems
Dedicated infrastructure — your own secure environment
On-premise deployment options - ultimate control & security
SLA guarantees — enterprise-level uptime commitments
Quarterly strategy sessions — ongoing executive guidance
Custom feature development — build what you need
Premium Support — Always available when you need us

Capital AI vs Others

See how Capital AI redefines intelligence, automation, and adaptability — leaving traditional systems far behind.

Capital AI

⚡

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.

Other Platforms

⚠️

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.

Stellent.AI Tools

BONUS — AI Agents & Tools for Capital Raisers

A curated toolkit — each product features an image, name, and one-line summary. Hover to see a soft glow and lift.

STELLENT.AI – Website Roast Council

Simon Cowell, Gordon Ramsey, Warren Buffet, Alex Hermozi & Michael Jordon provide brutally honest critique for your website — funny, savage, and actually useful.

STELLENT.AI – Social Media Planner Pro

Creates multilingual social media plans with detailed, platform-optimized posts and CRM-ready exports.

STELLENT.AI – Brand Voice Architect

Guides brands to build a human-readable Brand Voice Blueprint and export as Word or PDF.

STELLENT.AI - AI Capital Raising Savant

Engaging AI that diagnoses fundraising challenges and recommends CRM & automation solutions like Capital AI.

STELLENT.AI -Online Audit & Business Growth Engine

Provides deep online audits & strategic plans in two detailed reports for local business growth.

CAPITAL AI – PPM Analyst

The CAPITAL AI – PPM Analyst helps investors and sponsors decode Private Placement Memorandums (PPMs) in plain English. It identifies offering type, adjusts analysis based on investor accreditation status, highlights red flags, and produces detailed reports with scoring and comparison dashboards.

Future Comparison

Frequently Asked Questions

Can I Cancel My Account At Any Time?

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.

What Platforms Do You Integrate With?

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.

How Does Your Automation Work?

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.

How Do I Get Started?

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.

What makes this platform different from other CRM or marketing tools?

Our system is powered by AI to automate lead nurturing, communication, and analytics replacing multiple tools with one intelligent, all in one platform.

Do I need any technical skills to use it?

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.

Can I integrate this platform with other tools I already use?

Yes. It integrates seamlessly with over 2,000+ apps via Zapier, webhooks, and native APIs — from Google Workspace to Stripe, Calendly, and more.

What Are Other Capital Raisers Saying?

“We raised $10M faster with Stellent Capital AI.”

Sarah Chen Managing Partner, Apex Capital

“This platform replaced 5 tools and streamlined our LP communications.”

Michael Rodriguez Founder, Urban Development Fund

“The AI insights helped us identify our best investors before we even pitched.”

Jennifer Walsh GP, Tech Growth Partners

“Finally, a CRM that understands capital raising. Game changer for our team.”

David Kim Principal, Real Estate Ventures

“Best automation we've ever used. Client engagement doubled in 2 months.”

Priya Patel Director, Growth Syndicate

See How It Works in 90 Seconds

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.