Fundraising CRM

A pragmatic CRM that helps founders keep track of the investor conversations they have had, and details about the investor, fund and files shared. You can use it to mark next steps and prioritize conversations. We have found this system very useful personally for our fundraises. We chose to use a Google Sheets backend as that’s where foudners end up keeping these notes usually. You can just authorize a sheet to get it working.

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Setup Guide: