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Tip #1 - Track your investors
How to use it:
Investor Summary
2
$150,000
4
4
Add a new investor
Interested
Priority
Name
Role/Info
Request Status
Max Amount
Notes
Conflict
Offer Amount
Likelihood
Capital
Brand
1
8.0
Keely Santos
Interested
$50,000
3/15: Keely offered $50k
4/20: Re-checking. Confirmed.
5/5: Emailed docs
5/5: Signed doc received
5/5: Wire received.
No
$50,000.00
2
6.0
Thor Cabrera
Interested
$100,000
3/15: Offered
3/18: Interested at $25-100k
4/20: Re-checking
5/5: Docs sent.
5/7: Docs re-sent.
5/8: Docs signed & received.
5/10: Wires (split in 2) received.
No
$100,000.00
3
5.0
Libby Luna
Waiting for intro
$50,000
3/15: Offered
3/16: Libby asked for more info
3/20: Interested. Prefers $50k, okay with $25k
4/22: Re-checking. Confirmed.
5/5: Docs sent.
5/6: Docs received.
5/9: Wire received
No
4
2.0
Jessica Cobb
Not yet contacted
$10,000
4/19: Asked. Replied w/ $10k and his entity's name
5/5: Emailed docs.
5/5: Docs received.
5/7: Requested countersigned docs
5/10: Transfer received.
Maybe-Compete
5
0.0
Lucian Gibbs
Declined
$100,000
3/30: Interested
5/5: Emailed docs
5/15: Docs received
No
$10,000.00
There are no rows in this table
5
Count
$310,000
Sum
$160,000.00
Sum
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