Understand what the default fields mean related to an investor in your Fundraising Pipeline.
When adding or editing an investor contact, you'll notice that there are a number of different fields for each individual investor:
The name and contact information are straightforward. As far as investment details go, you can find quick definitions and best practices below:
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Amount — simply the amount of capital you expect this investor to contribute to your round. This is in whatever currency you set when initially creating your fundraise.
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Rating — This is a 1-5 start rating on how you feel towards the relationship and opportunity to close this investor.
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Initial Contact — The first contact date you had with the investor
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Next Follow Up — The date you are expected to follow up with the investor. You will receive an automatic email reminder when it is time to follow up.
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Intro — The source for you to track who introduced you to the investor.
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Reason for no — A dropdown field to help you determine why an investor said no. You can use this to tailor pitches to other investors and as a reminder when reaching out to this investor in the future.
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Notes — Use our rich text editor to leave a series of notes on the right-hand panel.
If the investor has a Visible Connect profile, we will also populate their information in the Connect tab to the right as shown above.