Fundraising just got less painful with this template!
You can use it to centralize all your potential investors, whether it’s Investors or Business Angels.
First, get a clear overview of all your, in simple and customizable tables. You’ll be able to add your contacts directly from anywhere: - LinkedIn, Twitter, or any other website with our Chrome extension - A spreadsheet (Notion, Airtable, XLS or Google Sheet) - Add them as you meet them with our Gmail integration
If needed, find information (email address or phone) and enrich it directly on folk. Then, track relevant information thanks to our custom fields, (such as location, preferred sector, portfolio companies and more) to ensure maximum customisation when it’s time to reach out to them.
You can easily send your first pitch and follow-up emails directly from our platform, thanks to our email templates, and track your performance on them (opening rates, clicks on links or bounced emails).
Stay on top of your relationships and you’ll close your next round!
Custom fields included:
Geography
Investor type (Angel Investor, Personal Investor, Other)
Status (To contact, Pitched, To follow-up, Signed, Money in bank)
