About Cratoflow
Cratoflow is a no-code financial automation platform designed to streamline AP and AR workflows, bank reconciliation, and vendor payments—all within a single integrated system. By eliminating manual back-and-forth and integrating seamlessly with existing accounting tools, Cratoflow empowers finance teams to save time, cut costs, and scale operations with ease.
With over 100+ companies already trusting their platform, Cratoflow set out to raise capital to accelerate growth, expand integrations, and bring its automation suite to more finance teams globally.
Challenges Before Raisi
- Investor focus — Needed to connect with investors experienced in SaaS, B2B fintech, and workflow automation.
- Competitive market — Finance automation is a crowded space, making differentiation critical.
- Fundraising momentum — The team needed quick investor traction to show market validation and drive their round forward.
How Raisi Built an Investor Engagement Strategy
1. Precision Investor Targeting
Raisi surfaced investors with a track record in:
- SaaS and B2B workflow automation
- Fintech and financial infrastructure
- Early-stage funds focused on scaling recurring revenue platforms
Custom segmentation ensured Cratoflow’s outreach focused on investors aligned with both product category and growth stage.
2. Compelling Outreach & Collateral Support
- Personalized investor messaging that positioned Cratoflow as the single-source automation layer for finance teams.
- Outreach sequences designed to resonate with fintech and SaaS-focused funds.
- Support refining Cratoflow’s pitch deck and materials, clarifying their value proposition and highlighting traction.
Results: Investor Engagement That Mattered
- High reply and engagement rate in the first weeks of the campaign.
- Hundreds of investors expressed interest, with a strong concentration of fintech-focused VCs and SaaS specialists.
- Secured momentum with the right investors—those best positioned to back Cratoflow’s growth in fintech automation.
More Than Just Outreach—Positioning for the Future
By refining Cratoflow’s story and connecting them with the right investors, Raisi helped the team:
- Highlight the scale of the opportunity in automating finance operations.
- Position themselves as a category-defining SaaS player in AP/AR and bank reconciliation.
Build a strong investor pipeline that will support current and future fundraising rounds.
