Fundraise

The funds you're approaching, from first contact to committed. Investors never see any of this.

• What is the Pipeline?A board of the funds you're approaching, one column per stage: Target, Contacted, Replied, Meeting, Data room, In diligence, Term sheet, Committed and Passed.
• How do I add funds?Add a fund with its first contact, website, focus, cheque size and who on your team looks after it.
• How do I track the round's progress?An Owner sets the round's name, target and currency (rupees or dollars). Write amounts the way you say them: "25 crore", "50 lakh", "$3M".
• Can access open up as an investor moves stage?Yes. In Access by stage, choose the folders each stage opens.
• What does the Funnel show?How far funds got, how long each step takes, and which funds have gone quiet for 14 days or more.