This template gets you started on researching investors you are planning to approach and collating all their information. It is for you to use during the fundraising process. Its purpose is to help you keep track of who’s who, the conversations you are having with your potential investors and what your next action is to keep the momentum going until you close your fundraise. It is a great tool to have if there are more than one of you working on fundraising, as you can pick up where someone else has left off.
Investor Pipeline Manager
This document will be shared with you as a downloadable PDF.