Free investor pipeline
tracker template
A fundraise is a pipeline, and it is easy to run too much of it from memory. This free CSV template gives you eleven useful columns and eight practical stages for organizing investor conversations. Download it, open it in Google Sheets or Excel, and start tracking your raise today. No email gate, no signup.
Works in Google Sheets, Excel, Numbers, and Notion. Includes 3 example rows.
How to use it: the columns
Eleven columns. Each one earns its place, and each one answers a question you will actually ask mid-raise.
Investor Name
One row per person, not per firm. You raise from people.
Firm
The fund or angel group. Helps you avoid double-pitching partners at the same firm.
Role
GP, Partner, Principal, Angel. This helps you distinguish decision-makers from champions and other useful contacts.
Check Size Range
So you can tell at a glance whether your round math works with the investors still live.
Stage Focus
Pre-seed, seed, Series A. Filters out polite meetings that were never going to convert.
Intro Path
Who made the intro. You will need this to send updates and thank-yous, and to ask for more intros.
Status
The pipeline stage. This is the column you sort by every morning.
Last Contact Date
Silence makes an active thread easy to lose. Track the latest touchpoint so stale conversations are visible.
Next Step
A concrete action with an owner: send deck, intro to customer, schedule partner meeting.
Next Step Date
A next step without a date is a wish. Give every action a deadline.
Notes
What they asked, what they doubted, who they know. Gold for the second meeting.
The 8 pipeline stages
Give each investor one current stage, then sort by Status during your review. Use the stage and Next Step Date together to decide which action needs attention first.
- 1Researching
You have identified them but have not reached out yet.
- 2Intro Requested
You asked a mutual connection for an intro. Waiting.
- 3Intro Made
The intro email is out. Your job: reply fast and book the call.
- 4First Meeting
The pitch happened. Record questions, concerns, and the agreed next action.
- 5Partner Meeting
You are meeting more of the partnership or the relevant decision-makers.
- 6Diligence
They are checking references, metrics, and the data room.
- 7Committed
Verbal or signed. Get the documents moving.
- 8Passed
A no. Log why. Passes with reasons are useful data for the next raise.
Four practical follow-up habits
The 48-hour rule
Aim to follow up within 48 hours of an investor meeting. Send a short recap, answer any open question, and propose the next step while the conversation is still fresh.
Batch your outreach into waves
One workable approach is to run outreach in waves of 8 to 12 instead of emailing the whole list at once. Start with investors whose feedback can sharpen the pitch, then apply what you learn before contacting top targets.
Track who made each intro
That Intro Path column is not decoration. When an investor commits or passes, close the loop with the person who introduced you. It respects their effort, keeps them informed, and gives you a natural place to ask for another relevant introduction.
Never let a warm intro sit for more than a week
A warm intro deserves a prompt response. If nothing is scheduled within 7 days, consider one concise nudge with two specific times. Make the next action easy to accept or decline.
Honest note: spreadsheets get harder to maintain at scale
This template is a practical starting point. As the number of conversations grows, the tradeoffs become more noticeable: the sheet does not remind you when a thread goes quiet, natural-language search is not built in, and every Next Step Date still depends on a manual review.
Savvo imports this exact CSV. It maps the supported contact, context, and follow-up columns, and leaves spreadsheet-only fields such as Check Size Range, Stage Focus, and Status skipped. Every imported investor gets a health score, reminders when the relationship goes cold, and searchable notes. CSV import is included with Pro when you are ready to bring the sheet over.
Comparing tools for your raise? See Savvo vs Airtable, Savvo vs Notion, or read more fundraising tactics on the Savvo blog.