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

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Name
Note
Action Items
Materials Shared
Date
1
Lily Lyman
Great first meeting, chatted about x, y, z, asked the following questions...
Thank you note
Follow up with data room
Oct 12, 2021
2
Richard Dulude
Had a quick coffee chat; discussed a, b, c topics
Send thank you note
Include #s about most recent traction
Make suggestion for 2 fun things to do while he travels to X
Oct 8, 2021
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