How Stamina Helped STAN Automate Deal Flow and Investor Communications

STAN (Science & Technology Angels Network) is a global angel investor network that connects innovative startups with experienced investors, mentors, and industry leaders. Through its international community, STAN helps early-stage technology companies access funding, strategic guidance, and growth opportunities across global markets.

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About Process

We started by mapping STAN’s complete investment workflow, from startup application and screening to due diligence, pitching sessions, and investment decisions.

Based on these processes, we implemented Pipedrive CRM with dedicated pipelines for different investment programs and configured automations to streamline communication and task management. We then designed and developed a new website with integrated application forms that automatically routed submissions into the CRM.

To improve investor engagement, we connected Instantly.ai and built automated communication workflows, creating a fully connected ecosystem that supports both startups and investors while providing complete pipeline visibility.

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The problem

As STAN expanded its global angel investor network, startup applications, investor communications, and deal management processes became increasingly difficult to manage. Applications arrived through multiple channels, communication relied on manual effort, and leadership lacked real-time visibility into the investment pipeline. The organization needed a scalable system to centralize deal flow, automate communication, and support continued international growth.