A CRM for startup founders managing investor relationships, fundraising pipelines, and due diligence workflows in Taskade.
What's Included
- Investor Database: Fund details, check size, thesis, and contact history
- Fundraising Pipeline: Stages from Warm Intro to Term Sheet to Close
- Due Diligence Tracker: Document requests and completion status
- AI Agent: Drafts investor update emails and prioritizes warm leads
How To Use
- Clone this template and add your target investor list
- Track outreach progress in Board view
- Use the AI agent to draft monthly investor updates
- Manage due diligence documents with workspace sharing
- Set up automation triggers for follow-up cadence
Find fundraising tools in the Community Gallery.