What Can You Do With This Automation?
The Fundraising CRM Pipeline helps founders manage their entire fundraising process systematically.
Investor Database: Track all investor contacts, firms, and preferences
Pipeline Stages: Move investors through Researching → Contacted → Meeting → Due Diligence → Term Sheet
Automated Follow-Ups: Send timely follow-up emails based on last interaction
Meeting Prep: Generate briefing docs before each investor meeting
Activity Logging: Automatically log all emails and meetings
Automation Flow
| Trigger | Actions |
|---|---|
| New investor added | Enrich with LinkedIn data, research firm portfolio |
| Meeting scheduled | Create prep doc, send calendar invite, remind day-before |
| Meeting completed | Log notes, update stage, schedule follow-up |
| No response 7 days | Send gentle follow-up email |
| Term sheet received | Alert team, create due diligence checklist |
How To Use This Automation
Go to the "Automations" tab in your workspace.
Click ➕Add automation ➡ choose this template
Import your investor list or start fresh
Configure follow-up timing and email templates
Enable the toggle to activate