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Copy of Simple CRM for Venture Investors
SUMMIT Constructors, Inc Shared 2 Documents For Your Review
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5. Declined

Companies that you considered as potential investments, but passed on, will show up here.
Pro tip: Use this sheet to track companies that were in your pipeline page and then declined. Note down the reason you declined and use the patterns that develop here to train yourself on evaluating new opportunities. Eg: Are you passing on a lot of companies because of technical risk? Perhaps you are more comfortable investing post product.
Note: The data below is dummy data ;)
Company
Description
Owner
Status Before Decline
Reason for Decline
Theme
Add Note
Latest note
1
Juicero
IoT enabled kitchen juicer manufacturer
RC
Rohini Chakravarthy
1 - Monitor
Product
Consumer Devices
📔
​
2
WeWork
Provider of managed co-working spaces
RC
Rohini Chakravarthy
1 - Monitor
Valuation
Future of Work
📔
​
3
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Pets.com
⁠
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Direct-to-consumer online retailer for pet products
RC
Rohini Chakravarthy
1 - Monitor
Market
Retail
📔
​
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