MCMichele Capital

Capital Raise CRM

Presentation Funnel

Track investor movement after outreach for a campaign.

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Funnel

Counts from CTA responses, commitments & drafts. Click a stage to list investors.

Outreach Drafted0Interested Clicked0Soft Commitment1Hard Commitment1Funded0Next Project0

Manual stages (Sent, Invited, Registered, Attended, No-Show, Requested Docs) aren’t tracked yet — they arrive with live sending + RSVP.

Interested Clicked · 0

Suggested next action: Schedule / send presentation invite

No investors at this stage.