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Free download · XLSX
- 01
Paste the list
The first nine columns match the CSV from the investor list, so funds paste straight in. Put each fund in group A, B or C.
- 02
Send and date
Enter the day you sent the first email. Follow-ups on day 7 and day 14 fill in by themselves and turn pink when they are due.
- 03
Track to the money
Fourteen statuses from "To research" to "Money received". The summary sheet counts funds by status and adds up what is committed.
Google Sheets
Open a new sheet, choose File > Import > Upload and pick the file. Dropdowns, dates and the summary keep working.
"Only when the money is in the account can you say the round is closed."