Excel templateFree · about 20 min to fill in
Database of investors to target
The prospecting file to build and track your list of investors, with the public sources where you can find them.
The file is in French.
Get the template for freeWhat the template contains
- A prospecting file ready to fill in: investor type, sectors, stage, ticket, contact, introduction, status, next action
- Drop-down menus for the investor type and the status
- A pipeline tracking tab that updates automatically
- A tab on where to find investors: directories, federations and public databases
An effective raise starts with a short, well-targeted list: investors whose sector, stage and ticket match your file. This file helps you build it and follow up on every conversation.
The file contains no investor names: a ready-made list would soon be out of date and poorly targeted. It shows where to look and how to qualify each contact.
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