<aside> 💡 Notion Tip: You can customize any of the properties to track whatever information is important to you. Here are our suggestions for what to start with:

• Status: the stage of the investment process of the firm.
• Average check size: the average amount the firm invests.
• Capital committed: how much the firm has committed to invest via the handshake protocol
• Partner name: the partner at the firm you are targeting
• Portfolio: companies that the firm has already invested in
• Warm contact name: the person connected to the firm and has agreed to do an intro
• Lost reason: the reasons the firm gave when they decided not to invest </aside>

↓ Hover over a firms name and click OPEN to view the content within the page. You can store meeting notes, actions items, and more!

Fundraising tracker