Investor CRM

Manage relationships and track deal progress

Lead

24

Contacted

18

Meeting

12

Due Diligence

8

Term Sheet

4

Closed

2

Lead

(24)

Contacted

(18)

Lisa Chen

Growth Capital

$3M

Cold5 days ago

Meeting

(12)

Sarah Johnson

TechFund

$1.5M

Warm1 week ago

Due Diligence

(8)

John Smith

Acme Ventures

$2M

Hot2 days ago

Term Sheet

(4)

Mike Wilson

Angel Network

$500K

Hot3 days ago

Closed

(2)

Total Pipeline Value

$12.5M

+18% from last quarter

Active Deals

24

+3 new this week

Close Rate

23%

+5% from last quarter