Made for Notion

Made for Notion

Turn Investor Relationships
into Funding Reality

Turn Investor Relationships
into Funding Reality

Turn Investor Relationships
into Funding Reality

Navigate your startup's fundraising journey with confidence. This comprehensive tracker helps you manage your investor pipeline, monitor investment rounds, and maintain professional investor relations

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Features

Features

Features

Features That You Have Never Seen in Notion

Features That You Have Never Seen in Notion

Build Relationships that Close Deals

Manage your entire investor pipeline in one organized system. Track investor contacts, prioritize leads by stage and engagement level, log every interaction and meeting, and maintain detailed profiles with investment preferences and past funding history.

Keep Investors Informed, Keep Capital Flowing

Create and distribute professional investor updates with ease. Generate regular reports on company progress, financial metrics, and key milestones.

From Term Sheet to Close, Track Every Dollar

Monitor all investment rounds and funding details in a centralized dashboard. Track funding amounts, investment terms, equity stakes, and closing dates across multiple rounds.

See Your Funding Story at a Glance

Transform your fundraising data into actionable insights with visual dashboards. View investment timelines, funding round breakdowns, investor portfolio distributions, and capital raised over time.

What's inside

What's inside

What's inside

The Homepage

The Homepage

The Homepage

Investments

Investments

Investments

Investors

Investors

Investors

Additional Resources

Additional Resources

Additional Resources

Support That Lasts

Setup & Documentation

Videos and Pages are included to get you started and make the best use of the template.

Unlimited free updates

You will receive updates on templates with no extra cost.

Get ongoing support

We'll be providing ongoing support for any help or questions regarding our template.

Pricing

Pay once, use forever

Fundraising Tracker

$49

$49

$49

Fundraising Tracker

Fundraising Tracker

Fundraising Tracker

Finance Manager

Finance Manager

Finance Manager

Sales Manager

Sales Manager

Sales Manager

HR Manager

HR Manager

HR Manager

Marketing Manager

Marketing Manager

Marketing Manager

Ecommerce Manager

Ecommerce Manager

Ecommerce Manager

Operations Manager

Operations Manager

Operations Manager

Project Manager

Project Manager

Project Manager

Upcoming New Templates

Upcoming New Templates

Upcoming New Templates

Business Bundle

$199

$199

$199

$512

60% OFF

Fundraising Tracker

Fundraising Tracker

Fundraising Tracker

Finance Manager

Finance Manager

Finance Manager

Sales Manager

Sales Manager

Sales Manager

HR Manager

HR Manager

HR Manager

Marketing Manager

Marketing Manager

Marketing Manager

Ecommerce Manager

Ecommerce Manager

Ecommerce Manager

Operations Manager

Operations Manager

Operations Manager

Project Manager

Project Manager

Project Manager

Upcoming New Templates

Upcoming New Templates

Upcoming New Templates

FAQs

FAQs

FAQs

We’ve got the answers

We’ve got the answers

We’ve got the answers

How do I get the template after purchasing?

After purchasing the template, you will receive a link to the template. You can click on the duplicate button on the top-right corner to duplicate the template into your Notion workspace.

Is there a recurring fee for this?

What is Notion?

Do I need Notion's paid plan for this template?

Is there a refund policy?

Have any more questions?

How do I get the template after purchasing?

After purchasing the template, you will receive a link to the template. You can click on the duplicate button on the top-right corner to duplicate the template into your Notion workspace.

Is there a recurring fee for this?

What is Notion?

Do I need Notion's paid plan for this template?

Is there a refund policy?

Have any more questions?

How do I get the template after purchasing?

After purchasing the template, you will receive a link to the template. You can click on the duplicate button on the top-right corner to duplicate the template into your Notion workspace.

Is there a recurring fee for this?

What is Notion?

Do I need Notion's paid plan for this template?

Is there a refund policy?

Have any more questions?

Still have more questions? Contact our support team.

Still have more questions? Contact our support team.