Co-investors

Keep up to speed with co-investors by using this template to sort your contacts built with Satgana. For each fellow investor, log all the essential info you need on them and add any custom field you might want. Keep your co-investor relationships active and warm by logging your latest interactions, and reaching out to them with ultra-personalized bulk emails. 

View contacts by funds, or filter your view for whichever attribute you like.

Includes
Messages
Pipeline view
Table view
Recommended integrations
Google Contacts
Google Contacts
Gmail
Gmail
Google Calendar
Google Calendar
LinkedIn Extension
LinkedIn Extension