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Copy of Simple CRM for Venture Investors
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Setup

Customize your naming conventions in one place
Does your team use different CRM terminology vs. what we used in this Doc? Do you want to add a new investment theme or delete some of the existing options? You can edit the items below and the change will be reflected throughout the doc

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You can color code items to make your Doc easier to use.

Pipeline Status
1
Pipeline Status
1
1 - Monitor
2
2 - Candidate
3
3 - Term Sheet
4
P - Portfolio
5
X - Decline
There are no rows in this table
Theme
0
Theme
1
Mobility
2
Enterprise
3
Mobile
4
Security
5
Future of Work
6
Health
7
Retail
8
Consumer Devices
There are no rows in this table
Reason for Decline
0
Reason for Decline
1
Product
2
Valuation
3
Market
4
Unit Economics
5
Team
There are no rows in this table

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