Fundraising process tracker

The ultimate tool to manage your fundraising process

• 🏢 Identify targeted companies/funds, organized by type, and tag where they stand in the process
• 👤 List all your contacts in these companies/funds, with their information
• 📞 Log all meetings with feedback, follow-up and next steps

It is well thought to be very easy to use; with companies, contacts and meetings connected in the background to follow your progress efficiently.

How to use this template?

Before using the template, you need to duplicate it in your own Notion space. Click on "Duplicate" at the top right of the page, and you will be redirected into your Notion space once logged.