Fundraising pipeline
Keep the follow-up work attached to the investor it belongs to.
Save investors or companies to a list, move them through a clear set of stages, and record the notes, calls, meetings, emails and tasks that explain what happened.
01
What does the pipeline replace?
It replaces the fundraising spreadsheet that starts as a shortlist and turns into a pile of stale status cells. Each saved record has one stage and an activity history, so the reason behind a status does not disappear.
02
Which stages are available?
- To contact, contacted, meeting and diligence.
- Committed and passed as explicit outcomes.
- Follow-up tasks with due dates, alongside notes and contact activity.
03
Who can see my pipeline?
Lists are private by default. A list can be shared with other signed-in FundDaddy users, but it is not published on the open directory. Your private angel portfolio is separate and remains tied to your account.