Run a raise like a sales process — build the investor target list, track conversations through diligence, and drive toward a term sheet with momentum.
Founders running a focused, time-boxed fundraising round.
Quick answer
The Fundraising pipeline template is a ready-made workspace for Founders running a focused, time-boxed fundraising round.
Fundraising pipeline template in short
Included when you apply it
Applying this template creates the 1 board below — with every list — and pre-loads 3 sample issues, all yours to edit. The automation rules further down are suggestions you can wire up next; they aren't created for you yet.
A preview of how this template lays out — the boards, their custom workflow states, and where the sample issues land. WIP caps show a badge.
Raise
Lead fund — partner meeting scheduled
Bring the data room link and the top-3 risks pre-empted.
Build the data room and the metrics narrative
Warm-intro requests to 10 target funds
These rules aren't created when you apply the template — they're recipes you can wire up in Settings → Automations once your board exists.
When
An investor moves to 'Partner meeting'
Then
Share the data room and set a same-week follow-up reminder
When
An investor moves to 'Term sheet'
Then
Notify the founders and create a diligence + close checklist
Ready to spin this up?
Sign-up takes seconds. We build this template's boards, lists, and sample issues in your new workspace, all yours to edit.
FAQ
Quarterly OKRs
Objectives and key results with weekly check-ins and health states, so progress is visible long before the quarter ends.
View templateLeadership priorities
A lightweight board for the handful of company priorities, with weekly updates and clear DRIs — the cross-functional bets that matter.
View templateHiring pipeline
An applicant tracker with interview stages and a scorecard checklist, so hiring decisions are structured and fair.
View template