Investor Pipeline

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It’s easy to lose track of your progress as you talk to investors. The Investor Pipeline Template is our simple, proven method for keeping track of your progress as you seek investment. This is a method to check progress as you are seeking for investment and keep your company organized with timeline. Broken out into 3 phases, the template gets you started on the right track.

What You Get
  • A Project Timeline which serves as a command center of your investment process. This is divided into 3 Phases: Build & Perfect Pitch Deck, Outreach, and Re-Assess & Go Forward
  • It will provide you a lightweight version of your CRM as well as trackers for your Pitch Deck, Leads and PR Pitch.

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