Track investors and your raise
See how much is committed and wired, set your raise target, and follow each investor's history in the CRM and the investor directory.
Your investors are a list in the CRM. Open the CRM and pick Investors.
Raise progress
On top of the list, Raise progress shows:
- how much is committed so far, split into Wired and Committed, and how many investors closed;
- Pipeline value: the open check sizes, weighted by each investor's Probability;
- Conversion and Time to close.
To measure against a target, choose Set a raise target in Funding history and fill in your next round's target. The bar and the page title then show how much of it is committed.
What you track for each investor
Each investor entry has a Status, Round, Check size, Probability, Intro by, Next step, Next step due and Lost reason. Set them on the investor's page or in the table view.
Investor history in the directory
In Investors, under Discover, open an investor to see their stage, their Pipeline history (what happened in your CRM, plus outreach you marked as sent) and Open in CRM, which opens their record in the CRM.
Investor updates
Each update you send from KPIs is logged in the investor's activity. See Send a monthly investor update.