How do I move investors between Fundraising pipelines?

Learn how to take an existing investor in a Fundraising pipeline and move them to a new or different pipeline.

When starting a new fundraise, you might want to reach out to investors you have spoken with during previous fundraising rounds. In order to best help you get your new fundraise up to speed, we allow you to move investors to different or new pipelines. 

To start, head to the investor record you wish to move, click the three-dot ellipses, and select Move to...


Next, select the Pipeline name and stage you would like to move the investor to and click Confirm. 


Your investor will then open in your other pipeline


Let us know if you have any questions. Our team would be happy to help.