Investor Tracker (CRM / Dealflow)

Streamline your fundraising efforts with this comprehensive Notion template designed to manage and track your investor contacts and dealflow like a CRM. This all-in-one template helps you stay organized and focused on building meaningful relationships with investors, keeping your funding journey on track.

Investor Database: Store detailed information about each investor, including name, firm, focus areas, and funding stage preferences.

Pipeline Management: Track the status of each investor relationship, from initial outreach to commitment, with customizable stages.

Contact Logs: Log emails, calls, and meetings to maintain a record of all interactions for seamless follow-ups.

Whether you're a first-time founder or an experienced entrepreneur, this template keeps your investor pipeline organized and accessible, enabling you to raise capital with confidence.