Track Your Interactions with Venture Investors in this Simple CRM

An easy way to keep track of all the conversations, emails, calls, tweet storms—you name it.
So, you’re thinking about pitching VCs…

In many ways, raising venture capital is like a B2B sales process. You’ve got to build and manage a pipeline of investors to close the “right fit.” That takes time. And though it’s straightforward, “this is a piece of the puzzle that so many people completely miss,” says
Co-founder and Partner.

The key is to nurture relationships before you need funding. The sooner you start, the more freedom you have to explore and build relationships over time. “When you’re not desperate for cash, these conversations can become a two-way dialogue,” says

In these conversations, you learn as much as you share. As you update investors on your startup, you can also ask questions to qualify them as a good investor for you.

At a basic level, building relationships comes down to maintaining a consistent cadence of communication. If you’re organized, this need not take a lot of time—especially if you track all your interactions with investors. That way, you’ll always know who you spoke with, about what, and when.

We’ve pulled together a template that you can fill out and modify to make your own, focusing on key elements of
. We’ve included details on our own investment team to get you started.
Tracker: Investor Relations Building
Firm Name
Investment Interests
Personal Notes
Referrals: Who can intro you?
Diligence: What is their process like?
Materials: What have you shared?
Notes: What did you talk about?
Actions: Who does what by when?
Tier 1
Name of Investor
Email Address
@ Handle
To Reach Out
In what areas do they invest? What was their last investment? Fund announcement?
Do you have common work experience, hobbies, goals, interests?

Can you connect via your network?

Can you get to know a founder in their portfolio?

Can your current investors introduce you?
How does it work?

How long does it take?

Who is involved?
Pitch deck?

Data room?

Meeting 1/1/21:
What updates did you share?

What was the feedback? Reactions?
Meeting 1/1/21:
Did you send a follow-up note?
Tier 1
Underscore VC
Lily Lyman
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Future of work, digital transformation, particularly vertical SaaS, customer experience, and commerce. Recent investment in Macro.
NYC born, GSB alum, former agtech + CPG startup founder, operator at Facebook.
Joe Shmoe went to undergrad with her and can intro me
Tier 1
Underscore VC
Richard Dulude
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1st Meeting Scheduled
Blockchain, AI/ML, XR, and serverless tech. Recent investment in Mable.
From CO, HBS alum, former ML startup founder, loves to ski.
Tier 1
Underscore VC
Chris Gardner
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To Reach Out
All things FinTech.
New to venture, long-time operator and entrepreneur.
Tier 1
Underscore VC
Michael Skok
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To Reach Out
Open source, cloud, IoT, blockchain, VR/AR, and AI/ML. Recent investment in Coda.
Started and built multiple companies, founded Startup Secrets, passionate about mentorship.
Tier 1
Underscore VC
John Pearce
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To Reach Out
Future of work. Recent investment in project44.
CEO/CFO background, leadership roles at Actifio, Demandware (now Salesforce), AppIQ.
There are no rows in this table
We want this doc to provide real value. So as you review, we ask: What would make this more useful? We’d love to hear your ideas. Reach out at

Underscore VC is a Boston-based venture capital firm backing bold entrepreneurs from Seed to Series A with an aligned community designed to fit each startup's unique needs. Learn more:

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