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Using the Investor CRM (For Founders)

How to manage your fundraising pipeline:

  • Access: Navigate to Capital > Investor CRM in the sidebar.

  • Adding Investors: 1. Go to the Find Investors search page. 2. Use the search filters to find funds matching your industry and stage. 3. Click Add to CRM on any fund card to automatically place them in your "To be contacted" stage.

  • Managing the Pipeline: 1. The CRM uses a Kanban board with 5 stages: To be contacted, Reached out, In progress, Committed, and Not happening. 2. Drag and drop investor cards between columns as your conversations progress.

  • Updating Lead Details:

    1. Click on any investor card to open the Management Modal.

    2. Edit specific fields such as Contact Person, Approach Method (e.g., Warm Intro, LinkedIn), and Current Status.

    3. Use the Notes section to log feedback from meetings or specific due diligence requests.

  • Tracking & Search: 1. Use the Global Search bar at the top of the CRM to find specific funds or contacts instantly. 2. All data is saved locally to your profile, ensuring your pipeline persists across sessions.