If you’re raising, this CRM template will save you time (and stress). But here’s what most founders don’t realise:
Fundraising is only 20% about pitching. The other 80% is pure organisation.
Seriously. You can spend weeks perfecting your deck. But if you’re reaching out to 50+ investors, you need a system to track:
➔ Who introduced you
➔ What stage they’re at
➔ What you last talked about
➔ When to follow up
Otherwise? You lose warm leads. You forget critical context. You look unprepared.
A basic CRM yes, even a Google Sheet can be a game-changer.
What should it include?
✅ Investor type (angel, fund, scout, etc)
✅ Referrer (helps you double down on warm intros)
✅ Stage (first contact → soft commit → signed)
✅ Committed amount
✅ Notes from every convo
✅ Follow-up date
You don’t need HubSpot or fancy software.
You just need a clear view of who’s moving, who’s stuck, and who’s ghosting you (and how to re-engage them).
This is what separates chaotic fundraising from strategic momentum.
We included a plug-and-play CRM template in our latest Venture Curator newsletter.
📩 Link is in the comment, download it and start building your pipeline the right way.
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