Fundraising database

Keep track of every interaction you have with investors.
About this template

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.

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great simple template
easy to use and have a many options for your individual needs
R

Ruslan Star · Jan 7, 2025

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