Getting started
What is Keystone?
Keystone is a real time investor intelligence platform paired with a dedicated broker. You get access to 100,000+ verified investor records, a workspace built around live raises and mandates, and a human broker who helps place your offer in front of the right capital.
How do I get access?
Every account starts with a live demo. We walk you through the platform, understand your raise or mandate, and assign your dedicated broker. After the demo you can activate your subscription and start working immediately.
Is there a free trial?
No. There is no free trial and no free credits. Access is one simple plan: $250/month (or $208/month billed yearly). The demo is the trial.
What is included in my subscription?
- Full platform access, 100,000+ verified investors, all filters, unlimited saved searches, unlimited seats.
- A dedicated broker assigned to your account from day one.
- At least 150 qualified investors placed in front of your company or offer every month.
- Continuous data refresh, emails, deployment signals, and mandates re verified daily.
- Unlimited CSV exports for your CRM or outreach tool.
Account & billing
How much does Keystone cost?
One plan: $250/month, or $208/month when billed annually ($2,490/year, save 17%). Same features, same broker, same monthly investor placements.
How do I switch between monthly and yearly?
Go to Account → Plan and choose the billing cadence. The change applies on your next billing cycle.
Where do I update my payment method?
Account → Billing. You can update the card, download invoices, and view payment history from one screen.
Can I cancel anytime?
Yes. Cancel from Account → Plan in one click. You keep access through the end of the paid period. No cancellation fees, no phone call required.
Do you offer refunds?
If something has gone wrong, contact your dedicated broker or email support@keystone.markets and we will make it right.
For founders
Who is this for?
Founders running a live raise, pre seed through growth, who want a curated investor list, working contact data, and a broker actually helping them get meetings.
How does the dedicated broker help?
Your broker scopes your round, builds the target investor list with you, warms intros where possible, helps refine your pitch positioning, and makes sure your offer reaches at least 150 qualified investors every month.
How are the 150+ monthly investor matches selected?
By stage, sector, check size, geography, thesis fit, and current deployment activity. Only funds actively writing checks into companies like yours are included, no spray and pray.
Can I find pre seed, seed, and angel investors?
Yes. Filter by stage to surface investors actively deploying at pre seed, seed, Series A/B/C, growth, or buyout, including thousands of individual angels and angel groups.
What's the typical timeline to first meetings?
Most founders are in investor conversations within the first two weeks of activating their account.
For investment banks
Who is this for?
Boutique and mid market investment banks running buy side and sell side mandates that need fresh allocator intelligence and placement support across multiple deals.
Can I run multiple client mandates from one account?
Yes. Save filter presets per client, tag pipelines per mandate, and track outreach independently across every active deal.
Can the team share access?
Yes, unlimited seats are included. Every team member gets their own login and shared access to saved filters, contacts, and pipelines.
Do you support syndication and white label outreach?
Your dedicated broker coordinates syndication where appropriate and the monthly 150+ placements can be branded around your mandate. Discuss specifics with your broker.
How does this compare to legacy platforms?
Equivalent depth without per seat fees, export caps, or annual minimums, plus a broker and monthly placements legacy databases don't offer.
For capital advisors
Who is this for?
Independent capital advisors and placement agents who need a working investor database, co advisory support, and a dedicated broker behind every client raise.
Can I represent multiple clients?
Yes. Build a separate target list, pipeline, and outreach workflow per client. Your broker helps prioritize whichever mandate is most active.
How does the 150+ monthly placement work for advisors?
Each month we place your active mandate in front of at least 150 qualified investors matched to that deal's profile. You can rotate-the featured mandate as your book changes.
Do you co advise or take economics?
No economics on your deals, the $250/month subscription is the entire commercial relationship. Your broker is here to help you close, not to take a piece.
For private equity
Who is this for?
PE firms sourcing proprietary deal flow, raising new funds, or building LP relationships, and operators looking for portfolio add ons.
Can I source proprietary deals?
Yes. Use Keystone Intel and the search tools to filter the database by sector, geography, revenue band, and ownership profile to surface targets matching your thesis.
Can I find LPs for a new fund?
Yes. Filter for institutional LPs, family offices, fund of funds, and sovereigns by ticket size and strategy. Your broker helps coordinate intros and your monthly placements can target LPs.
What about portfolio add on acquisitions?
Use saved filters per portfolio company to keep a running list of bolt on candidates and competitor activity.
Using the app, Home (Investors)
The Home page is the investor database. Search and filter across 100,000+ records.
How do filters work?
Use the left sidebar to filter by investor type, stage, sector, check size, geography, deployment activity, and more. Filters stack, combine as many as you need to narrow the list.
Can I save a filter set?
Yes. Saved filters are unlimited. Reuse them across raises, mandates, and clients.
Can I customize the columns?
Yes, pick which fields show in the table. Useful when exporting for a specific outreach workflow.
How do I export?
Select rows or apply a filter, then export as CSV from the action bar. No per export fee, no daily cap.
Using the app, Contacts
What goes here?
Individual people: partners, principals, IR contacts, LPs, founders, anyone you track. Each contact is linked to a firm.
How do I add or import contacts?
Use the Upload page to bulk import a CSV, or add contacts one at a time from the Contacts page. We auto-enrich emails and LinkedIn where possible.
Can I tag and segment contacts?
Yes. Use tags to segment by deal, priority, status, or any custom dimension. Tags filter just like any other field.
Using the app, Firms
What is a firm?
An investor or counterparty entity, VC, PE shop, family office, bank, fund of funds, sovereign, etc. Contacts hang off firms.
What does a firm profile show?
Strategy, fund size, recent deployments, sector and stage focus, geography, and every contact you have at that firm.
Using the app, Lists
What are lists for?
Curated target sets for a specific raise, mandate, or campaign. Build a list from filters or by adding records manually.
Can teammates see my lists?
Yes. Lists are shared across your workspace so the whole team works from the same source of truth.
Bulk actions?
Tag, export, or push a whole list into your outreach workflow in one action.
Using the app, Keystone Intel
What is Keystone Intel?
An AI powered search layer. Describe your raise or mandate in plain English and Keystone Intel surfaces matched investors with reasoning behind each match.
When should I use it?
Use Keystone Intel at the start of a new raise to scope the universe, or when traditional filters feel too rigid. Refine with standard filters afterward.
How do I interpret the results?
Each result includes a match score and the reasoning, stage fit, sector overlap, recent deployments. Push winners into a List and have your broker review.
Using the app, Upload
What can I upload?
CSV files of contacts or firms. Map columns to Keystone fields on import.
What about duplicates?
Uploads are de duplicated against your existing contacts and the master database. Existing records are enriched, not overwritten.
Using the app, Exports
What formats are supported?
CSV today, importable into Smartlead, Apollo, HubSpot, Salesforce, Affinity, or any modern CRM.
Are there limits?
No per export fees and no daily caps. The Exports page keeps a history of recent exports so you can re download.
Using the app, Account
Plan
View or change your billing cadence and manage your subscription.
Billing
Update your payment method, download invoices, see payment history.
Settings
Manage profile, password, notifications, and team members.
Data, security & privacy
Where is my data stored?
On enterprise grade infrastructure with encryption in transit and at rest. Sessions are authenticated and audit logged.
Who can see my searches and mandates?
Only you and your invited teammates. Your dedicated broker can see what's needed to help place your offer, never shared with third parties.
Can I delete my data?
Yes. Email support@keystone.markets and we will purge your account and associated data on request, in line with GDPR and applicable regulations.
Contact support
Two ways to reach us:
- Your dedicated broker, the fastest path for anything raise- or mandate related. Contact details are in your account.
- support@keystone.markets, for billing, technical, and platform questions. Typical response within one business day.