Build your startup fundraising crm.

How to build your startup fundraising crm

1. 1

   Describe the job

   Keep investor meetings, requested materials and next actions distinct from commitments.

2. 2

   Review the first version

   Choose how the founder records the investor and how the fundraising coordinator reviews the next step.

3. 3

   Refine the views

   Ask First to adjust the fields and views for the people who will use the app.

4. 4

   Test before sharing

   Walk through the process with a sample record and check who owns the next action.

What to include in your startup fundraising crm

• Keep the investor in context

  Keep investor, round, meeting, requested material, next action and commitment status together so the next person can understand the request or record.

• When the next step needs a decision

  An investor requests a model after a meeting. Record the request and owner without changing the opportunity to committed; a requested document is not a funding agreement.

• Keep commitment status visible

  Record the model request without marking the investor as committed.

• Choose what each person needs

  Give the founder a working view and the fundraising coordinator a review view. Keep investor and round attached to the decision as the work moves between them.