Manage your entire fundraising process with this ready-made template. With it, you can record individual investors alongside their organizations whilst simultaneously managing your outreach and pitches.
The "All Investors" View allows you to see all of your investors along with their type, area, and amount they have invested so far.
With the "Fundraising" View, you can see and track the investment stage a particular investor is in. This will allow you to make the necessary decisions to move that investor one step closer to investing in your business.