← Capital Formation Intelligence

Partners & Recommended Tools

Capital Formation Intelligence handles your content. These are the external tools we recommend for the parts of your workflow that live outside it.

To be clear about what this is: the tools below are ones we recommend because they fit how investment firms raise and sell. They are not paid or contractual partnerships, and we don’t take a cut — you set each one up directly with the provider, so you stay in control of where your content and contacts live.

CRM and investor relations

  • EdgeFolioinvestor-relations CRM built for fund managers.
  • HubSpot, Freshworks, or Apollo.iogeneral-purpose CRM and outreach, well suited to wealth advisors and RIAs.

Publishing and distribution

  • Substackpublish thought leadership and market commentary to your own newsletter.
  • Mediuman alternative home for long-form articles and firm updates.

Suggest a tool

Using something that should be on this list? Tell us at team@capitalformation.ai — we keep these recommendations current based on what our users actually rely on.

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