Investors
Your CRM. People and firms you are tracking for this raise. Filter by stage, source, and interest. Engagements is the pipeline. This page is the book.
What it is
Investors sits under Network. It is outreach and context: who you know, who you want in Screening, who already passed. Narro Network is the wider directory. Start there if you do not yet have a name. This page is your book, not the public directory.
What you see
A list you can filter. Source badges can show whether a row came from the pipeline or from a gold sheet. Interest can read High, Medium, or Low. Open a row for context. Do not store ownership or terms only here.
How you engage
- Filter the book. Stage, source, interest. Find who you are actually talking to.
- Keep names aligned with Engagements. The process moves on Screening and Pitch. The book lives here.
- Private follow-ups in Notes. If they should not sit on a shared page.