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- Sharing Our Investor Pipeline Template
Hey everyone,
Hope you’re all finishing Q1 on a strong note.
One of the most important parts of our Capital Advisory offering is in the investor intelligence side of fundraising.
What funds fit your thesis?
Are they actively deploying?
What’s their check size?
What’s the next step from your intro call?
This information can be hard to find on your own, and even harder to keep track of when you’re having multiple conversations.
In fact, most people we speak with don’t have anything they’re tracking their investor conversations with.
It’s a recipe for losing conversations through the cracks and having your round stall months longer than you’re wanting to.
We have a template we’re using for our deals that keeps track of:
Firm name
Company thesis
Check sizes
Next steps
Plenty more
It’s super simple, but it gets the job done for being able to manage all of your conversations in one place.
We want to give the Excel template away for free.
So if you’re currently raising and want to use a pre-built sheet to manage all of your pipeline data, drop me a reply and I’ll shoot it over to you.
Have a great rest of your week.