Investor Pipeline
Download this Template
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. A method to keep track of investment progress and to keep your company organized with timelines. 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
- A lightweight version of your CRM as well as trackers for your Pitch Deck, Leads and PR Pitch.