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 ā Series A $250kā$1M š„ 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 ā Seed $25kā$100k š” 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+ $5Mā$10M šµ 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) ā
Invested Portfolio 1751328000000 Send quarterly update N/A Participated in Seed round 12% Seed London, UK www.acmecapital.com investor@acme.com