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CRM • Investor Relations • Capital Raising Operations

Run a smarter, faster, and more effective fundraising processes.

Your CRM is a spreadsheet.
Your investor pipeline is in your head.
And you're about to launch a raise
     ...That’s where I come in.

About Me

I’m Brittany Parisi, an independent consultant based in NYC, offering on-site and remote support across CRM, investor relations, and capital raising operations.

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What I Do

I design and execute the behind-the-scenes infrastructure that makes capital raising work—from CRM buildouts and investor tracking to email campaigns and roadshow prep.
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Business Meeting

Who I Help

Lean fundraising teams who need operational horsepower without hiring full-time.

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I support:

  • Founders

  • GPs

  • Sales & Investor Relations Teams

  • Placement Agents

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Services Offered

  • CRM Design & Optimization

  • LP Segmentation & Outreach

  • Email Campaign Execution

  • Conference & Meeting Prep

  • Marketing Materials

  • Database Research

  • Roadshow Logistics

  • Software Onboarding

  • Team Training

How I Help

The Problem

Most firms invest in tools—CRMs, email lists, data rooms—but never implement them properly.

 

The result? Missed follow-ups, inconsistent tracking, and lost LP commitments.

The Solution

I turn your tools into scalable, usable systems—so your team can focus on raising capital.

 

Whether it’s CRM design, investor outreach, or conference prep, I bring high-touch execution when and where you need it most.

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Services Offered

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Financial Report
CRM
Design & Optimization
Academic Library
LP Segmentation & Outreach
Digital social media
Email Campaign Execution
Conference
Conference Prep
Taking Notes
Pre/Post Meeting Notes
Job interview
Marketing Materials
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Database Research
Couple Traveling
Roadshow Logistics
Social network concept
Software Onboarding
Business Colleagues
Team Training
Analytics
KPIs & Reporting
Employee
Data Management

The Benefits of Working With Me

Financial Report

1

Flexible Model

Project, retainer, or fractional—tailored to your timeline and budget.

2

White Glove Service

 Collaborative and detail-oriented with quick turnarounds.

3

Industry Experience

PE, hedge funds,

real estate, startups, and

placement agents

I work fast.
You raise smarter.
Let’s make your CRM and outreach work for you.

Book A Discovery Call

TESTIMONIALS

“Working with Brittany was transformative for our investor relations strategy. Her ability to simplify complex operations and provide clear, actionable insights is unmatched.”

Investment Fund Portfolio Manager

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Contact

LET'S WORK TOGETHER, SEND ME A NOTE!

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