
Investor Tracking
Manage your funding round in one board: from your target investor list to closing the investment. Each investor becomes a card; the investor type, round, target amount, valuation, and equity percentage live on the card. You target the investor, make contact, pitch, run due diligence, and close the round. Every interest from the investor contact form you embed on your website becomes a card in the "Contacted" stage, and the investor is saved to your Customers list.
Grow your business on one platform
Open a free account and use the template — no card required.
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