A raise is a process with stages, and processes only hold their timeline when the next step creates itself. This automation runs the mechanics of the round, so the founder spends their week in conversations rather than in the tracker.
What's Included
- Stage mechanics: moving a prospect forward auto-creates the tasks that stage requires, through automation actions.
- Follow-up cadence: each stage carries its own nudge schedule so nobody goes quiet by accident.
- Diligence opening: reaching evaluation opens the data-room checklist with owners attached.
- Live commitment total: soft and hard commits summed against the target as they change.
- Round view: the whole raise readable in board view by stage.
How To Use
- Clone the kit and define your stages for this round.
- Attach the tasks each stage should create.
- Set the follow-up cadence per stage.
- Enter your target and track commits against it.
- Run the round to a date instead of to a feeling.
For the relationship side — every investor interaction and warm lead — pair this with the Investor Relationship CRM Pipeline.