Enterprise Fundraising CRM - v11.2019
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Enterprise Fundraising CRM
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The Enterprise Fundraising CRM is an open source project consisting of 3 tabs:
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* List of VC firms that invest in enterprise sortable by stage, size, focus, and geography with easy reference links
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* List of individual investors that invest in enterprise startups sortable by stage, size, focus and geography
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* A simple pipeline for tracking and collaborating on an investment process
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* This resource is part of the Emergence
Secret Playbook
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Step 0: Make a Copy
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* Click File and select "Make a Copy" so you can use this in your own Google Drive
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Step 1: Select VC Firms
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* Select a VC firm (by checking the yellow highlight box in column A)
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* Use the filters at the top (row 2)
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* The filter for size is best used by "Filter by Condition" by "Is Between"
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* The filters for focus and geography are best used by "Filter by Condition" by "Text Contains"
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* Remember to avoid VC firms with competitive investments
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Step 2: Select VC Investor
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* If your data has not auto-populated, refresh the filter in B3
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* Select the investor that is the best fit at each firm (option for primary and secondary)
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Step 3: Manage Pipeline
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* If your data has not auto-populated, refresh the filter in A2
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* Rank the firms in column E and use LinkedIn to find warm intro sources for column G
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* Update remaining columns after each meeting and milestone
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* See "Sample Pipeline" for an example of a fictitious process
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Updates, Feedback & Credits
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* Use this form to add a new investor and/or VC firm
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* Use this form to request an edit to an existing record
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* Created by: Joe Floyd &Thomas Melching ofEmergence Capital
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* The information in this document was compiled using Emergence's internal database, Crunchbase and LinkedIn
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