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Startup Templates

Startup Fundraising CRM & Investor Pipeline — Excel + Google Sheets

An Excel and Google Sheets workbook for a seed raise, in light and dark themes.

$4.49

What you get: 1 file · 103.05 KB · ZIP

Secure checkoutInstant download30-day refund window
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Product description

Startup Fundraising CRM & Investor Pipeline

An Excel and Google Sheets workbook for a seed raise. Light theme and dark theme. Fictional 2027 sample data so the funnel and charts are not empty on day one.

Tabs

  • Instructions — color legend and the ten-step setup

  • Settings — round size, target close date, currency (USD / USDT / USDC), FX, owner

  • Investors — firm, partner, stage focus, check size, warm-intro path, status dropdown

  • Pipeline — stage funnel with counts and $ committed via COUNTIF / SUMIF

  • Meetings — notes log (intro, partner meeting, diligence, update)

  • Follow-ups — due / overdue / due-soon flags vs a RefDate (not the machine clock)

  • Dashboard — KPIs plus funnel, committed vs target, weekly outreach charts

  • Data room — close checklist

Why it is not a blank template

Northline Sample (fictional): 22 firms, a $2,000,000 seed, close 2027-06-30, three committed checks totaling $850,000. Gold cells are inputs. Counts are whole numbers.

Files

  • Startup-Fundraising-CRM-Light.xlsx

  • Startup-Fundraising-CRM-Dark.xlsx

  • Quick-Start.pdf

  • LICENSE.txt

Google Sheets: File → Import → Upload the .xlsx → Replace spreadsheet.

License

Personal and commercial use. Do not resell the raw files.

What you get

1 file · 103.05 KB

  • investor-pipeline-crm.zipZIP · 103.05 KB
Secure checkoutInstant download30-day refund window

Included in Getly ProGet Pro

CategoryStartup Templates
LicenseCommercial use allowed
PublishedNov 1, 2026
File size103.05 KB
File formatZIP
Versionv1.0

Tags

startupfundraisingcrminvestor-pipelineexcelgoogle-sheetsusdtspreadsheetseeddashboard
S
Severin

Frequently asked questions

Do I get access instantly?

Yes. This is a digital product - you can download it right after checkout, straight from your library.

Can I use it for commercial projects?

Yes. Commercial use is allowed: use it in your own business and in things you sell. You may not resell or redistribute the file itself.

What's your refund policy?

You can request a refund within 30 days. If something isn't right, request it from your order and the Getly team reviews it.

What file formats and sizes will I get?

You'll download 1 file - ZIP - 103.05 KB in total.

Do I get free updates?

Yes - when the seller ships a new version, you can re-download the latest files from your library at no extra cost. Check the changelog for recent updates.

Price

$4.49