How to comment on a pipeline

To explain the functionality of commenting on fundraising pipelines

To enable commenting on your fundraising pipeline, navigate to your fundraising pipeline and click on the share icon in the top right corner of your screen.

Commenting will enable anyone you share your pipeline with to comment on investors. The best place to start after the feature is enabled is to turn on Link sharing and Allow comments within your pipeline


From here, you can copy and share your link with anyone in your network (or fellow team member) who might be able to help with an intro (or collaborate on your pipeline).


Include the link in an email or slack message


Anyone who has your link can access your pipeline


By clicking on the comment icon next to an investor, those with the link can post a comment


Simply type out a comment and click Post


Comments made can be viewed from your Fundraising pipeline


From here you can click into your investors and view any commenting by clicking Comments


You will also receive email notification when there is a new comment!


Please let us know if you have questions!