A fundraise is a sales process with a deadline. You will talk to dozens of investors in parallel, each at a different point, and the round closes faster when nobody goes cold.
The nine stages that work
- Not started
- Intro requested
- In contact
- First call arranged
- Deck requested
- Deep dive or due diligence
- Term sheet or offer
- Signed
- Payment received
Every investor sits in exactly one stage. Move them forward the moment something happens.
The fields worth tracking
- Priority (P1 to P4)
- Can they lead?
- Ticket size and agreed amount
- Who introduced you
- Next contact date
- Notes from every call
Habits that keep the round moving
- Review your funnel every morning. Who is due a follow-up today?
- Write notes straight after each call, with the next step and a date.
- Send round updates when you secure a lead or pass 50% committed.
Why not a spreadsheet?
Spreadsheets do not remind you, do not know when an investor replied, and are painful on a phone. A fundraising CRM like EasyFundraise turns notes into reminders, moves a card when an investor replies, and works on your phone between meetings.
Already have a tracker? Import your spreadsheet and every investor lands in the right stage in about a minute.