Investor CRM template


Mini founders struggle to manage there around successfully. The biggest mistake found is often make is not having enough investors in their CRM and therefore there around does not have enough energy and investors are not required to make the important decision to invest.

The best way to improve the speed and efficiency of your capital raise is to ensure that you have enough investors at each major stage of planning your round.

This simple CRM helps you to manage the number of investors at the beginning of your planning process and qualify investors to ensure that you have enough demand when you open your round. Make a copy of the CRM for yourself and good luck with raising that next round!

Use the investor CRM template

Make a copy of the spreadsheet and customize to your needs.
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