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.