Fundraising Template
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Investor NameContact Person(s) (If Fund)Type (Angel, Fund)Investment Size (estimate)Probability of interest (%)Could Lead? (Y/N)Introduction Required? (Y/N)Introducer (name)Investor Process (for timeline)Status (hold/active)Follow-up required (Y/N)Next steps (text)Outcome (Pass/Follower/Leads)Understands business (1/0)Can add value to business (1/0))Good brand & credibility (1/0)Personality fit with contact (1/0)Average score (4/4)Contact EmailContact Title/PositionWebsiteDescription
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Fund 1Partner 1Fund1,000,000.0020%YYFriend 13 meetings prior to ICactivesend intro request to Friend 111114
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Angel 1N/AAngel50,000.0080%NNN/A1 meetingactiveNsend termsheet from LeadFollower00112
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