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Investor CRM (Template)

Use this as the single place to track who, where they are in process, and the next step.

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🧾 Copy/paste table (simple CRM)

Investor CRM

🧠 Investor empathy: what to capture in notes

After every meeting, paste answers to these:

• Fund stage preference:
• Ownership target:
• Follow-on reserves strategy:
• Fund lifecycle timing:
• Decision makers:
• Biggest risks they see:
• What they need to believe:

✉️ Outreach snippets

Warm intro ask

“Hey {Name} — would you be open to an intro to {Investor}? We’re raising {round} to {one line why now}. Happy to send a crisp 5-line blurb you can forward.”

Follow-up after first meeting

“Thanks again for today. The 2 things I heard you care most about are {A} and {B}. Next step we suggest is {next step} on {date}. I’ll send {materials} shortly.”