Fundraising Database

(Go here 👆then click Duplicate to copy it to your workspace)

Use this database to keep track of every interaction you have with investors. Designate and know the status of every conversation (i.e. meeting planned, term sheet, closed), and see when you last made contact. Each row opens up into its own page, where you can keep all your notes from meetings, make checklists of follow up items, embed videos or podcasts featuring the VCs in question, etc.

View this database as a board grouped by status so you can see which investors are at each stage of your process — and keep things moving!

Created by Notion