Working your fundraising pipeline

Stage model

The pipeline uses a simple, linear stage model: Prospect → Contacted → Meeting → Diligence → Committed → Closed. Add a record from discovery, from an import, or manually.

Board and list views

The board view is best for a live raise; the list view is better for bulk edits and export. Both read the same records.

Keeping momentum

• Log every meaningful touch as an outreach event.
• Set a reminder whenever you leave a conversation without a next step.
• Review anything stuck in one stage for more than two weeks.

Team visibility

Everyone attached to your company sees the same pipeline. Private notes are still scoped to your entity and never visible to the investor.