Investors CRM

Board Table Investor Name Firm / Fund Type Stage Focus Check Size Interest Level Status Last Contact Date Next Step Lead Partner Warm Intro Source Last Note / Update Ownership % Invested Round Location Website Email Phone Jane Doe XYZ Ventures VC Firm Seed – Series A $250k–$1M šŸ”„ High Contacted 1752537600000 Send deck + product demo Alex Chen John from Acme Interested in PLG angle. Loves our metrics. 0% SF, CA www.xyzvc.com jane@xyzvc.com (555) 123-4567 John Smith Angel Syndicate 101 Angel Investor Pre-seed – Seed $25k–$100k 🟔 Medium Intro Done 1752278400000 Schedule follow-up Zoom N/A Twitter DM Asked about valuation expectations 0% NY, NY N/A john@example.com (555) 987-6543 Lila Tan Growth Loop Capital Growth Equity Series B+ $5M–$10M šŸ”µ Low Archived 1733184000000 N/A Taylor Green Cold outreach Too early for them 0% Singapore www.growthloop.capital lila@growthloop.capital Acme Capital Current Investor N/A $1.2M (actual) āœ… Invested Portfolio 1751328000000 Send quarterly update N/A Participated in Seed round 12% Seed London, UK www.acmecapital.com investor@acme.com
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