Manage ongoing investor relationships — warm pipeline, recurring updates, and asks — so fundraising and reporting stay warm year-round, not just when you're raising.
Founders nurturing investors between and during rounds.
Quick answer
The Investor relations template is a ready-made workspace for Founders nurturing investors between and during rounds.
Investor relations 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.
Investors
Warm intro to a strategic fund
Monthly investor update — metrics + asks
Recurring; reuse the board-prep numbers pack.
Follow up on the partner meeting feedback
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
First of the month
Then
Generate the investor-update issue pre-filled from the metrics pack
When
Investor moves to 'Engaged'
Then
Set a recurring touchpoint cadence and a next-step date
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