INVESTOR CRM

This is a CRM that entrepreneurs can use to keep track of investors during the capital raising process.

Investors should be ranked by level of importance from 1 (being the least likely to invest) to 5 (being the highest likely to invest). You can then sort prospects on the list by using filters so that folks with highest rating appear at the top allowing you to understand where you should be investing your time.

Furthermore, every single exchange with investors should be recorded so that you know at all times when and how to follow up with prospects.