Notion Fundraising Template (Investor CRM)

Meet the Notion Fundraising Template, the easiest & most time-saving way to raise capital for your startup successfully. The template features an easy-to-use Investor CRM, Pitch Deck Content Builder, Investor Update Templates, and so much more!

Who is this template for?

The template is perfect for every startup founder that is actively thinking about raising investment for his company in the next 12 months.

What problems does the template address?

Good fundraising is hard because you need to manage so many different parties and still only the best companies get funded.

How does the template address these issues?

The templates help you manage your whole fundraising process by using best practices from the founders who have successfully done it before.

What's new in the 2.0 version?

In the new version we made changes to the CRM and added a bunch of new tools & resources. Now you also have investor email templates, a list of investors and a fundraising checklist.

We got your fundraising covered

Using a pipeline approach for fundraising

Investor CRM

The investor CRM helps you to keep track of all your investor relations. Document all conversations, negotiations, and stages of your investor relationship in this easy-to-use investor CRM.

Raising funds requires a clear strategy

Pitch Deck Content Creator

Get a full understanding of which content you need to include on each slide. Use our guidance to collect all the necessary information you need to know to create your pitch deck's content, which you can then directly document in this tool.

Investment Memo & Investor Update etc.

Investor-Ready Templates

The Notion Pack also includes an Investor Update Template and an Investment Memo template. These will, in combination with the Investor CRM, help you to keep your investor informed in a structured and comprehensible way.

Learn from the best

50+ Investment Resources

With this collection of 50+ resources, you can learn more about how to raise investment for your startup and we also included a list of our favorite tools.

Tools in this template

📖  Fundraising Guide

💸  Investor CRM

📑  Due Diligence Checklist

📬  Investor E-Mail Templates

📣  Pitch Deck Feedback Template

❓ FAQ Template

🦄  Pitch Deck Builder

😇  Investor Lists

🚦 Investor Update Template

📃 Investment Memo Template

📦  Resources List

✅  Fundraising Check List