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Tip #1 - Track your investors

How to use it:

Click the Add new investor button to add potential investors

Adjust the Likelihood, Capital, and Brand counts to determine Priority

Add notes to the Notes field to log contact

Investor Summary

Interest so far:

2

⁠

investors for a total of

$150,000

⁠

Potential investors:

4

⁠

Reached out to:

4

⁠

Interested

Interested

8.0

Keely Santos

$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.

$50,000.00

6.0

Thor Cabrera

$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.

$100,000.00

There are no rows in this table

Count

$310,000

Sum

$160,000.00

Sum

⁠

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