Fundraising CRM Template

FEATURES
Fundraising CRM
Overview

Manage your startup's fundraising with this Fundraising CRM template. Use the Funds and Investors sheets to keep track of potential investors and link them to specific interactions with Related rows. List potential new investors and how to contact them in the Intro Contacts sheet.

As you close rounds of funding, record important financial details in the Rounds sheet and link them with specific investments using Related rows.

By
Spreadsheet.com
Spreadsheet.com
6
Worksheets
More templates like this one
Team Objectives and Tasks
The Team Objectives and Tasks template helps you track tasks and their status for one or multiple teams and relate them to short-term and long-term objectives.
Team Objectives and Tasks
The Team Objectives and Tasks template helps you track tasks and their status for one or multiple teams and relate them to short-term and long-term objectives.
Meeting Agenda and Attendees
The Meeting Agenda and Attendees template makes it easy to define meeting goals, lay out a detailed agenda, outline action items, and keep track of attendees.
Meeting Agenda and Attendees
The Meeting Agenda and Attendees template makes it easy to define meeting goals, lay out a detailed agenda, outline action items, and keep track of attendees.
Cap Table with Shareholder Database
This capitalization table (cap table) template includes an integrated database of shareholders, both institutional investors and employees. Easily assign share allocations to the right investor, and then drill down at any time to track and manage information about them. A cap table is designed to show the equity capitalization for a company. Cap tables are most commonly used by startups and early-stage businesses but all types of companies may use them. In general, the cap table is an intricate breakdown of a company’s shareholders’ equity including common equity shares, preferred equity shares, warrants, and convertible equity.
Cap Table with Shareholder Database
This capitalization table (cap table) template includes an integrated database of shareholders, both institutional investors and employees. Easily assign share allocations to the right investor, and then drill down at any time to track and manage information about them. A cap table is designed to show the equity capitalization for a company. Cap tables are most commonly used by startups and early-stage businesses but all types of companies may use them. In general, the cap table is an intricate breakdown of a company’s shareholders’ equity including common equity shares, preferred equity shares, warrants, and convertible equity.
Legal Due Diligence Request List
Streamline your legal due diligence process with this template from Fenwick. Invite everyone involved in the process, attach documents right next to questions, track status, assignees, reviewers, and priorities all from within your spreadsheet. No need for complex integrations or jumping between different tools and data rooms.
Legal Due Diligence Request List
Streamline your legal due diligence process with this template from Fenwick. Invite everyone involved in the process, attach documents right next to questions, track status, assignees, reviewers, and priorities all from within your spreadsheet. No need for complex integrations or jumping between different tools and data rooms.
Quarterly Goals and Tasks
The Quarterly Goals & Tasks template helps you track your team's quarterly goals and relate them to associated tasks.
Quarterly Goals and Tasks
The Quarterly Goals & Tasks template helps you track your team's quarterly goals and relate them to associated tasks.
Business Model Canvas
The Business Model Canvas template helps you organize your business model and log new details as it evolves.
Business Model Canvas
The Business Model Canvas template helps you organize your business model and log new details as it evolves.