Investor Pipeline

This Notion template is a tool for tracking and managing the progress of your investor outreach. It is a simple way to keep track of all of the investors you have contacted, and the status of your conversations with them.

Can I utilize this database inside the template I'm building as is?

Feel free to re-distribute this database but only as part of a unique template and NOT as a single database.

Single database templates include only one pre-made database with some sample data. These single databases are helpful for Notion template builders who want to streamline the building process.

Database Properties

• Investor: The name of the investor
• Contact: The email contact information for the investor
• Last Contact: The date of the last contact with the investor.
• Status: The status of the investor
• Investment: The amount of money that the investor is willing to invest.
• Stage: The stage of investment investor is interested in
• Industries: The industries that the investor is interested in investing in
• Criteria: The criteria that the investor uses to evaluate investment opportunities
• Likelihood: The likelihood of the investor investing in your company (1-10)
• Assigned: The team member assigned to the investor
• Attachments: Any attachments related to the investor
• Notes: Any additional notes about the investorA notion database with 12 basic properties and 0 formula