Investor CRM

Investor pipeline

Relationship stage stays commercial. Processing status stays operational. This view keeps both visible without collapsing them together.

Records

Investors

Apollo import
NameFirmRoundRelationshipProcessingOutreachNext follow-upNext stepRecord
Bekele CBlue Nile Venturesfriends-familyleadfailednot_started-Send deck and schedule intro callOpen
Amina BBlue Nile Venturespre-seedleadfailednot_started-Send deck and schedule intro callOpen
Amina BekeleBlue Nile Venturespre-seedleadfailednot_started-Send deck and schedule intro callOpen