Fundraising OS : Investor CRM & Deal Pipeline for Startup Fundraising

Fundraising is a full-time job. You're doing it on sticky notes.

50 investor conversations. 50 different email threads. Follow-ups you meant to send last week. A spreadsheet that stopped making sense in month two.

You're not losing deals because your pitch is bad. You're losing them because you forgot to follow up. Because you can't remember who wanted what. Because your "pipeline" is actually just vibes.

Fundraising Cockpit puts your entire raise in one Notion system. Every investor, every conversation, every follow-up, every document. Connected, tracked, and impossible to lose.

Stop fundraising from your inbox. Start fundraising like a founder who closes rounds.

What changes:

→ You never miss a follow-up again. Every investor has a next action with a due date. → You see your real pipeline, not a guess. Weighted by probability, sorted by priority. → You know exactly where each deal stands. Research, intro sent, first call, term sheet, committed. → Your runway calculates automatically. Cash, burn, months remaining. Updated as you go. → Investor updates stop being a scramble. History, metrics, and asks in one place.

What's inside:

7 connected databases:

Investor CRM | Track check sizes, sector focus, stage preference, geography, relationship status, last contact, next action Deal Pipeline | Status, priority, win probability, target amount, expected close. Kanban view by stage. Rounds Planner | Target raise, check size range, lead investor, milestones, linked deals Outreach Tasks | Follow-ups, intro requests, pitch meetings, due diligence items. Filtered by date and priority. Investor Updates | Monthly updates with highlights, challenges, metrics, and asks. Full history. Runway Snapshots | Cash, burn rate, revenue, headcount. Auto-calculates months of runway. Data Room | Pitch decks, financials, cap table, legal docs. Tagged by confidentiality and stage.

Everything connects. Update an investor's status, see it reflected in the pipeline. Log a task, link it to the deal. No manual tracking.

Dashboard that actually helps:

• Active rounds overview
• Pipeline kanban by status
• High-priority deals this month
• This week's tasks
• Recent investor updates

One view. Complete visibility.

This is for you if:

• You're raising your first round and need a system, not a spreadsheet
• You're managing 20-100 investor conversations and losing track
• You're preparing for Series A and building relationships 6-12 months early
• You're raising internationally and tracking US, European, and Asian investors
• You have co-founders splitting investor outreach and need shared visibility

Problems this solves:

Lost follow-ups | Automated next-action reminders. Every investor. Every time. Pipeline blindness | See weighted pipeline value, identify bottlenecks, know where deals are stuck. Scattered information | Stop digging through email for investor details. Everything lives here. Missed warm intros | Track intro paths. Know who can connect you to who. Update chaos | Maintain consistent communication. Know what you told which investor. Document mess | Right version, right investor, right stage. Organized and tagged.

Comes with realistic sample data:

A founder raising a seed round. Multiple investors at different pipeline stages. See exactly how the system works before you add your own deals.

Getting started:

1. Duplicate to your workspace (one minute)
2. Clear sample data
3. Add your first 10 target investors
4. Create your current round
5. Build your pipeline
6. Start closing

Your fundraise is hard enough. Your system shouldn't make it harder.