Investor CRM
Your operational command center to manage interactions and track your pipeline from start to finish.
| Investor Name | Firm | Type | Stage Focus | Sector | Intro Source | Status | Last Contact | Next Step | Follow-up Date | Committed Amount | Notes |
|---|
| John Doe | Example Ventures | VC | Seed | SaaS | Jane Smith | | 2024-07-15 | Send follow-up email | 2024-07-22 | ... | Good conversation, seemed interested in the tech. |
| Sarah Chen | Angel Investors Inc. | Angel | Pre-Seed | FinTech | Cold Outreach | | ... | Initial email outreach | 2024-07-25 | ... | Found on LinkedIn, fits our investor profile. |
| Mike Rother | Growth Equity Partners | PE | Series A | Marketplace | Advisor | | 2024-07-10 | Provide financial projections | 2024-07-20 | ... | Requested access to data room. |