Every investor, every conversation, every follow-up, every document. Connected, tracked, and impossible to lose. Pipeline weighted by probability. Runway calculated automatically. 7 connected databases.
You are not losing deals because your pitch is bad. You are losing them because you forgot to follow up. Because you cannot remember who wanted what. Because your pipeline is actually just vibes. A spreadsheet that stopped making sense in month two is not a fundraising system.
Every investor has a next action with a due date. Priority-based task queue surfaces what needs attention today. No deal dies from neglect.
Deals weighted by win probability and sorted by priority. See total weighted pipeline value. Identify bottlenecks. Know where deals are stuck.
Cash, burn rate, revenue, headcount. Auto-calculates months of runway. Updated as you go. Know exactly when the clock runs out.
Pitch decks, financials, cap table, legal docs. Tagged by confidentiality and stage. Right version, right investor, right time.
Check sizes, sector focus, stage preference, geography, relationship status, last contact, next action.
Status, priority, win probability, target amount, expected close. Kanban view by stage.
Target raise, check size range, lead investor, milestones, linked deals.
Follow-ups, intro requests, pitch meetings, due diligence items. Filtered by date and priority.
Monthly updates with highlights, challenges, metrics, and asks. Full history per investor.
Cash, burn, revenue, headcount. Auto-calculated months remaining.
Built on
Notion
Runs inside Notion, the free workspace app used by millions. No new software to learn. No hardware. No monthly fees. Works on desktop, tablet, and phone. Setup guide and sample data included.
No. This works on Notion's free plan.
No. One-time purchase. Lifetime access. No recurring fees.
No. Duplicate the template to your Notion workspace and start. Setup guide and sample data included.
7-day money back guarantee. No questions asked.
Pre-seed through Series A. Works whether you are managing 20 or 100 investor conversations.
7 connected databases. Pipeline tracking. Runway calculator.