Fundraising Database and CRM
About this template
Level up your fundraising game with Clay's Fundraising Database for Notion. Keep all your investor intel in one sleek hub - from first pitch to signed term sheet.
- Track every interaction, note preferences, and set timely follow-ups.
- See your pipeline at a glance, sorted by stage, amount, or likelihood to invest.
- Jot down those crucial details like "loves sustainable tech" or "always checks references" to personalize your approach.
- Customize views to fit your fundraising style and keep your whole team in sync.
Whether you're a seasoned pro or raising your first round, this template helps you stay organized, impress investors, and close those deals faster. Ready to turn those maybes into yes’es? Let's get those pitches started.
