The pipeline for this raise. Every active process lives here. Open a stage page when you want that list alone.
The pipeline
Engagements is the whole process. Screening, Pitch, Deep Dive, Term Sheet, and Investments each have a sidebar route and a count. Use Engagements when you want the map. Use a stage when you are working that list.
Fundraising Rounds
Current raise
Open
Round on this listing
Target, instrument, and status live here. Engagements move through the stages below.
Engagements
Screening
2 in this stage
Pitch
1 in this stage
Deep dive
0 in this stage
Term sheet
0 in this stage
Engagement stages as equal process cells. Counts match the sidebar.
Stages
On a stage page the chrome shows five steps: Readiness, Screening, Pitch, Deep Dive, Closure. The current step is highlighted. Tabs under it are the lists for that page, for example Scheduled and Completed on Screening.
Fundraise
Screening Call
Readiness
Screening
Pitch
Deep Dive
Closure
Review invitations as individual cards. Accept, reject, or review.
Scheduled 2Completed 0
Stage chrome. Five steps. Tabs for the lists on this page.
How to work it
Advance when it happened. Not when you hope it will. Accept or reject invitations on the stage page.
Keep names aligned. Investors in your CRM and engagements on this raise should name the same firms.
Keep terms on the record. Notes are private asides. Cap table and rounds own the numbers.
