Track Your Interactions with Venture Investors in this Simple CRM
Track Your Interactions with Venture Investors in this Simple CRM

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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.
Underscore VC
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 , Partner.
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.
Raising a Series A?
Investor CRM
Firm Notes
Investment Interests
Personal Notes
Who can intro you?
Add Notes
Tier 1
Average check size and stage.
What is their investment process like?
Name of Investor
Email Address
@ Handle
Move to Introduction
In what areas do they invest? What was their last investment? Fund announcement?
Do you have common work experience, hobbies, goals, interests?

Can you get to know a founder in their portfolio?
Can your current investors introduce you?
Add New Note
Underscore VC
Lily Lyman
Move to Introduction
Future of work, digital transformation, particularly vertical SaaS, customer experience, and commerce.
NYC born, GSB alum, former agtech + CPG startup founder, operator at Facebook.
Joe Shmoe went to undergrad with her and can intro me
Add New Note
Oct 12, 2021
Richard Dulude
Move to Conversation
Blockchain, AI/ML, XR, and serverless tech. Recent investment in Mable.
From CO, HBS alum, former ML startup founder, loves to ski.
Add New Note
Oct 8, 2021
Chris Gardner
Move to Pitch
All things FinTech.
New to venture, long-time operator and entrepreneur.
Add New Note
Michael Skok
Move to Diligence
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.
Add New Note
John Pearce
Move to Term Sheet
Future of work. Recent investment in project44.
CEO/CFO background, leadership roles at Actifio, Demandware (now Salesforce), AppIQ.
Add New Note
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 early-stage founders with an aligned community designed to fit each startup's unique needs. Learn more: .

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