Capital Raise CRM

Presentation Funnel

Track investor movement after outreach for a campaign.

Funnel

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

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

Suggested next action: Send funding next steps

Investor	Status
Daniel Reyes	Soft Commitment	Add follow-up