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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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Notes

Notes
Name
Note
Action Items
Materials Shared
Date
Great first meeting, chatted about x, y, z, asked the following questions...
Thank you note
Follow up with data room
Oct 12, 2021
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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