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Overview

Manage your fundraising with maximum efficiency with this template. Your team can pool your collective address books, identify the funds you want to target, build out profiles for the VC firms and investors, and pinpoint potential introduction. Take it a step further by tracking every interaction you have with potential investors, rolling up the most recent interaction and setting triggers when too much time has passed since the last touchpoint. There's even an asset management tool built in, with a library of decks you can store in the cloud, while also tracking who it's been sent to–and when.

Blocks add new dimensions to the process: use a map block to see where your investors are around the country (or world), use a description block to keep sample emails pinned to your dashboard, a record list block to see which contacts need a followup, and use the summary block to tally up your total funding–a constant reminder of your team's diligent work.

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