DB Investor CRM Lite - Startup Fundraising Tracker (Pre-Order)

Stay on top of your fundraising process with a simple, structured CRM built for early-stage startups.

Doyle Blackfriars' Investor CRM Lite is a plug-and-play spreadsheet designed to help you track investor outreach, understand interest levels, and stay organized throughout your raise. Whether you're connecting with angels, VCs, or accelerators, this tool gives you the clarity and control you need to keep your momentum going.

What’s Included:

• Investor Outreach Log – Track who you’ve contacted, when you followed up, and what they said
• Follow-Up Priority System – Know exactly who to chase next, based on engagement and response patterns
• Likelihood of Investment Table – See which types of investors typically fund companies at your stage
• Investor Info Database – Keep track of investor focus areas, firm details, and fit with your business
• CRM Dashboard – View key fundraising stats at a glance with built-in formulas and visual cues
• Follow-Up Guide – Get tactical advice on how and when to re-engage investors

This isn’t a generic spreadsheet. It’s designed specifically for founders navigating early-stage fundraising, built by people who understand how chaotic the process can be. Everything is already set up—no complex tools, no fluff. Just a clear system to help you move forward with confidence.

Who it's Made For:

• Founders raising a Pre-Seed, Seed, or Series A round
• Small startup teams managing investor outreach in-house
• Boutique advisors and independent consultants supporting clients through funding rounds