> ## Documentation Index
> Fetch the complete documentation index at: https://docs.capitalxai.com/llms.txt
> Use this file to discover all available pages before exploring further.
# Firms and People
> Your central command center for discovering investors, qualifying fit with AI, and building strategic relationships—all in one organized workspace.
## A firm is not one entity
A firm isn't a single decision-maker; it's a collection of individuals with different roles, interests, and influence. Success comes from mapping the firm's hierarchy, identifying your champion, and engaging the **right person** with the **right message** at the **right time**.
You do not want to waste weeks talking to the wrong people—those who don't focus on your stage, sector, or thesis. Every "no" from a bad fit drains your momentum and time. If you don't fix this, you'll run out of runway before you ever reach the investor who was meant to fund you.
## The fundraising operating system
CapitalxAI treats "Firms and People" as the central operating system for your fundraise. It's a dynamic database that helps you discover investors, qualify fit with AI, and intelligently reach out. This is where you move from a scattergun approach to a **strategic pathway**, with all the relationship intelligence and tools you need in one organized workspace.
Think of this page as your investor CRM, research desk, and outreach launcher—rolled into one.
***
## Navigate your investor universe
Use the toggles at the top right to tailor your view and focus on exactly what matters to you.
See **All Investors** in our broad database, or filter to only your **Reviewed Investors** to focus your active pipeline.
Switch between a detailed **Table** view for scanning data or a **Cards** layout for a cleaner, visual overview.
## Find your perfect match, fast
Our search and filters let you hunt, not just browse. Narrow down by the criteria that actually matter for your raise.
Filter by firm name, stage preference, check size, geographic focus, and recent activity to zero in on the funds most likely to invest in your round.
Search by individual roles, past investments, specific sectors, and seniority to find the exact decision-maker who owns your space.
This means you spend time only on prospects who actually fit your profile—no more guessing, no more wasted pitches.
***
## Unlock deep intelligence with AI
Next to each investor listing, you'll find the **Analyze with AI** button. Clicking it uses **1 credit** to generate a comprehensive, in-depth profile.
Select any investor—firm or individual—and click the **Analyze with AI** button next to their listing.
The system instantly enriches the listing with verified contact details (like direct emails and LinkedIn URLs), detailed investment history, firmographics, and recent news.
A name becomes a full due diligence brief. Use it to personalize your outreach, validate fit, and prepare for your first conversation.
Each analysis uses 1 credit. You can always manage your credits and plan on your [Usage page](https://app.capitalxai.com/).
***
## Customize your workspace
Click **Manage Columns** to build the table that works for you. Choose which data points to display and drag to reorder them.
Tailor your view to show exactly what you need for quick, informed decisions:
| Column example | Why it matters |
| -------------------- | ---------------------------------------- |
| **Firm name** | Instantly identify who you're looking at |
| **Key contact** | See the right person without digging |
| **Last interaction** | Know where you left off at a glance |
| **Stage fit** | Confirm alignment before reaching out |
| **Status** | Track pipeline progress in real time |
Drag columns into the order that matches your workflow. Your layout is saved automatically, so it's ready every time you come back.
***
## Smart settings for smarter outreach
We've automated the busywork so you can focus on the conversation. Configure your links in **Settings** to streamline every touchpoint.
Tap any LinkedIn link and the URL is **copied to your clipboard** instantly—ready to paste into your browser or CRM.
Tapping an email or domain link copies it to your clipboard. This column also **auto-fills your email body and WhatsApp messages** for consistency.
Set a **default subject line** that automatically populates when you open an email link—one less thing to think about.
Choose to have phone numbers open directly in **WhatsApp**, ready for you to paste a prepared message.
***
## The investor dossier: everything in one place
Click on any investor—firm or individual—to open a detailed side panel. This is your **relationship hub**, organized into clear tabs.
The overview—thesis, focus areas, and typical deal structure. Understand who they are and what they care about at a glance.
The people map. See key individuals, their roles, seniority, and how they relate to your opportunity. Identify your champion inside the firm.
Track your progress. Log interactions, set next steps, and see their status in your fundraising timeline—all without leaving the panel.
Access enriched data like portfolio overlaps, firm performance insights, and detailed background intelligence that gives you an edge.
Stay updated. See their recent investments, blog posts, and news mentions to inform your touchpoints and keep your outreach timely.
Access to specific tabs depends on whether you've analyzed that investor or the features included in your plan.
***
## Designed for founders, built for results
Fundraising is a relationship-driven process. This space gives you the **precision** to find the right people and the **tools** to build genuine connections. It replaces guesswork with strategy and clutter with clarity, acting as your dedicated co-pilot from the first search to the final handshake.
Search and filter a broad investor database to surface prospects who match your stage, sector, and thesis.
Use AI to generate deep profiles, verify contact details, and assess fit—turning names into actionable intelligence.
Reach out with confidence using auto-filled messages, one-click contact tools, and a relationship hub that keeps everything organized.
Ready to explore your investor universe? Head to [Firms and People](https://app.capitalxai.com/) and start building your strategic pipeline today.