Fundraising can be a real rollercoaster sometimes - especially with so many moving pieces.

A ton of teams use simple spreadsheets to get the job done, but they don't realize that they're running mental gymnastics just to make their spreadsheet work for them.

Manage your fundraising in Notion to create a little bit of headspace so that you can spend less time managing your investor list and more time fundraising.

Give our ready-made template a go when creating a new page or keep reading to learn how to make one from scratch!

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Step 1: Create a database to get started

Let's start off by creating a database that can house all of your investor contacts. You can add one in with a simple slash command (/) or by clicking the [+] button on a new line in the editor by selecting 'Table.'

If you have an existing spreadsheet that's been keeping track of investors, you can import that in with a .csv file. Click the '...' button on top of the table and click 'Import CSV.'

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Step 2: Add custom properties to track investor details

To make your database easily scannable, let's define some properties you want to track for each investor.

What are properties? They're like column headers in a spreadsheet, but properties in Notion can be more than just text and numbers.

Let's make use of the following properties to manage fundraising:

• Select: highlight the status of your interaction (e.g. initial contact, due diligence, term sheet, closed)
• Text: indicate the firm and the title of your contact
• Date: include when you made last contact
• Email: add their contact details

Notion currently supports 15+ property types!