Investor CRM Template

Templates
>
Venture Capital
FEATURES
▶︎ What is Spreadsheet.com?
Use this template
Investor CRM
Overview

Track, organize, and optimize your investment portfolio with this Investor CRM template. List ongoing and prospective deals, collect information on companies, keep a record of your contacts, and log interactions all in one place.

With Related rows, your worksheets act like records in a relational database so you can link all of your information across worksheets. And with built-in charts, row grouping, Gantt views, and more, this template gives you a variety of ways to visualize your investment portfolio.

By
Spreadsheet.com
Spreadsheet.com
4
Worksheets
CATEGORIES
Venture Capital
Sales & CRM
More templates like this one
Venture Capital
Explore all →
Fundraising CRM
The Fundraising CRM template helps you manage your startup's potential investments and fundraising rounds.
Fundraising CRM
The Fundraising CRM template helps you manage your startup's potential investments and fundraising rounds.
Venture Capital Deal Flow
The Venture Capital Deal Flow template helps you track and manage your entire deal pipeline end-to-end.
Venture Capital Deal Flow
The Venture Capital Deal Flow template helps you track and manage your entire deal pipeline end-to-end.
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.
Product Market Fit Survey & Analysis
This workbook is designed for measuring product/market fit (PMF) as defined in Rahul Vora's First Round Review article. It's an all-in-one template designed to set up and distribute a PMF survey, capture responses, analyze results, and perform target persona segmentation with only a few minutes of work.
Product Market Fit Survey & Analysis
This workbook is designed for measuring product/market fit (PMF) as defined in Rahul Vora's First Round Review article. It's an all-in-one template designed to set up and distribute a PMF survey, capture responses, analyze results, and perform target persona segmentation with only a few minutes of work.
Fundraising Due Diligence Checklist
This spreadsheet serves as a Data Room that you can share with your team and investors after signing a term sheet. Having all of this information and documents collected and prepared ahead of time can cut as much as a week off of your closing process.
Fundraising Due Diligence Checklist
This spreadsheet serves as a Data Room that you can share with your team and investors after signing a term sheet. Having all of this information and documents collected and prepared ahead of time can cut as much as a week off of your closing process.
Featured Templates
View all featured templates →
Project Plan
This simple project plan template is the easiest way to create and manage a project plan. Well, maybe second-easiest. The easiest way might be paying someone else a lot of money to do it.
Project Plan
This simple project plan template is the easiest way to create and manage a project plan. Well, maybe second-easiest. The easiest way might be paying someone else a lot of money to do it.
Simple CRM
This simple CRM template is the perfect tool for managing business relationships. CRM (Customer Relationship Management) lets you keep track of your contacts, who they work for, and what you need to do for them.
Simple CRM
This simple CRM template is the perfect tool for managing business relationships. CRM (Customer Relationship Management) lets you keep track of your contacts, who they work for, and what you need to do for them.
Inventory Management
Track and manage product inventory, sales, fulfillment centers, and vendor relationships. Inventory management is a system for sourcing, storing, and selling products in inventory. Successful inventory management means the right products, at the right stock levels, in the right place, at the right time, and at the right cost as well as price.
Inventory Management
Track and manage product inventory, sales, fulfillment centers, and vendor relationships. Inventory management is a system for sourcing, storing, and selling products in inventory. Successful inventory management means the right products, at the right stock levels, in the right place, at the right time, and at the right cost as well as price.
Product Market Fit Survey & Analysis
This workbook is designed for measuring product/market fit (PMF) as defined in Rahul Vora's First Round Review article. It's an all-in-one template designed to set up and distribute a PMF survey, capture responses, analyze results, and perform target persona segmentation with only a few minutes of work.
Product Market Fit Survey & Analysis
This workbook is designed for measuring product/market fit (PMF) as defined in Rahul Vora's First Round Review article. It's an all-in-one template designed to set up and distribute a PMF survey, capture responses, analyze results, and perform target persona segmentation with only a few minutes of work.
Content Calendar
Every production team needs a content calendar (a.k.a editorial calendar) to track and manage deadlines and the whole content creation and publishing process. Use this free spreadsheet template to plan, manage, and collaborate on content schedules and assets from one place.
Content Calendar
Every production team needs a content calendar (a.k.a editorial calendar) to track and manage deadlines and the whole content creation and publishing process. Use this free spreadsheet template to plan, manage, and collaborate on content schedules and assets from one place.
Product Launch Plan
Plan and manage all tasks related to a product launch such as product research, marketing materials, sales materials, and a timeline of activities. Assign tasks to owners. View tasks by status in a Kanban board. Filter tasks by status and due date to make sure you don't miss any deadlines. Shared views for "My tasks" allow collaborators to focus only on their deliverables.
Product Launch Plan
Plan and manage all tasks related to a product launch such as product research, marketing materials, sales materials, and a timeline of activities. Assign tasks to owners. View tasks by status in a Kanban board. Filter tasks by status and due date to make sure you don't miss any deadlines. Shared views for "My tasks" allow collaborators to focus only on their deliverables.