Keep track of all your investors, both current and potential ones, to fundraise like a pro. This template will help you effortlessly maintain and nurture warm relationships with all of the investors in your contacts. Make notes and share with your entire team; know who last interacted with whom and when, and which team member is closest to each investor with the Strongest Connection smart field.
Includes
Messages
Pipeline view
Table view
recommended integrations
Google Contacts
Calendly
Gmail
Google Calendar
LinkedIn Extension
Twitter Extension
See all your investors in one master view.
Stay on track with this pipeline view for fundraising processes.
Send out bulk emails that are ultra-personalized with effective email temples for updating or reaching out to investors.
