Navigating investor relations with ease and efficiency is crucial for every entrepreneur. Foundercrate’s Investor CRM is designed to streamline this process, empowering you to manage your investor interactions effectively. This guide will walk you through the simple steps of adding an investor to your Investor CRM.
Whether you’re preparing for a funding round or looking to enhance existing relationships, keeping your investor details organized and accessible is key to fostering strong, productive connections. Let’s get started on ensuring your investor network is always just a few clicks away.
Step 1: Accessing Investor CRM
Once you have logged into your Foundercrate dashboard, you find an option on the left panel as 'Investor CRM'. Click on that to access your dedicated CRM for the investors.
Step 2: Initiating the process
The Investor CRM window will open a dedicated dashboard on the right that displays the investors in your CRM categorized under different segments. On the same page, you will find the option 'Add Contact' on the top right. Click on that to proceed ahead.
Step 3: Adding investor information
As soon as you hit 'Add Contact', a window will pop up, prompting you to add required information about the investor. You will be required to fill in the below mentioned details:
Investor Name: You can choose an investor from the list of investors provided in Foundercrate's investor database.
Investor Users: Here, you would have to choose a representative from your investor's firm, if they have multiple partners.
Round Name: Here , you would have to specify as to which funding round you are adding this investor to.
Column Name: This presents you with different categories that you can place your investor into in order to help you categories your investors based on the stage they are at in your fundraising journey.
Logo: This will be automatically picked, if the selected investor uses any logo.
Once all these information are filled up, click on the button 'Add Contact' at the bottom.
Step 4: Finding the contact in the CRM
Now, as you have added the contact, you will the respective investor in the CRM under the assigned category.
Conclusion
By now, you should have a clear understanding of how to add an investor contact to your Foundercrate Investor CRM. With this capability, you're not just inputting data—you're laying the foundation for fruitful and organized investor relations. Remember, the strength of your network can significantly influence your fundraising success.
We encourage you to make the most of these tools, designed to keep your investor details well-organized and readily accessible, enabling you to focus on building meaningful partnerships and driving your business forward. Keep exploring our features to continue enhancing your fundraising strategy.