Investor CRM template
Seed founders who raised wrote to 77 investors. Those who didn’t, to 70. The gap was 25 meetings.
Fundraising is a pipeline. Run it like one. Every investor gets a fit score and moves through nine stages, each with its date, while the dashboard shows who’s waiting on you. For Excel, Google Sheets and Notion, with a 13-page playbook on the method.
Excel · Google Sheets · NotionEnglish and Italian filesInstant download after payment
The workbook, the Notion import and the playbook.
Where you are
Forty names in a spreadsheet, a dozen threads in your inbox. And no clear next move.
You’ve started writing to investors. Some replied, some asked for the model, one said “keep us posted”. The rest went quiet, and you’re no longer sure whether the next move is theirs or yours.
Meanwhile the company still needs running. A follow-up slips a day, then a week, and a warm conversation goes cold without anyone deciding it should.
Three open, none with a date.
What the numbers say
A round is a funnel. Most founders run it from the inbox.
Most deals start with an introduction
In a survey of 885 venture capitalists, only 10% of deals came inbound from company management; over 30% came through professional networks and 20% from other investors. The template scores every investor on the strength of your path in.
Meetings close rounds, not emails
DocSend found that seed founders who raised held 40 meetings on average, against 15 for those who didn’t, from almost as many investors contacted. The Dashboard tracks your meetings per investor contacted.
Each conversation takes months
The same survey of VCs puts the average deal at 83 days to close. So you can’t run conversations one after another; each one needs its own next step and date. The Pipeline gives every investor both.
The real price
What an untracked round really costs you.
The competition for attention
The median VC firm in that survey considered 100 opportunities for every deal it closed. An investor weighing that many companies won’t chase the founder who went quiet for two weeks.
A small market with a long memory
The Growth Capital and Italian Tech Alliance observatory counted 354 active investors in Italy in 2025. In a market that size you will meet the same names again at your next round.
A list that crosses borders
In 2025, 46% of Italian rounds had an international investor in them. Above €20 million, every single deal did. Look abroad and your list gets longer. Longer lists need a system.
Where you want to be
Now picture Monday morning.
You open the Dashboard. Four follow-ups are due, and each one’s next step is already written. Committed money is on one line; on the next, the gap the pipeline still has to cover. So you know what this week is for.
Ten minutes a day, an hour a week. After that, the round no longer lives in your head.
What’s inside
Six files, one method.
The CRM workbook
Your investor list with a weighted fit score, and a pipeline of nine dated stages. Then an activity log, an email cadence, the dashboard and the drop-down lists. No macros, so it runs in Excel and Google Sheets.
The same workbook in Italian
Every sheet, label and email template again, this time in Italian. Useful when part of your team, or a co-founder, works better in Italian.
Notion import
The Investors and Pipeline tables in English and Italian, with Notion’s import steps and the formulas to paste for the fit score, the tier and the follow-up status.
The playbook
How many investors to contact and why, the nine stage definitions, the weekly routine, ten follow-up rules, what to track and how to read your conversion rates. Sources on the last page.
The playbook in Italian
The same method, written in Italian, with the same sources.
Read me first
Every file in the download, what it is for and the order to open them in.
A look inside
The Pipeline, on day 42 of a round.
Rows from the template’s example round, which is invented. Each investor has a stage, the days spent there, a next step and a follow-up status that turns red when it’s late.
Pipeline · example round
Who is waiting on whom
| Investor | Stage | Days in stage | Next step | Follow-up |
|---|---|---|---|---|
| Example Seed Fund H | 7 Committed | 6 | Agree the closing calendar with counsel | Due soon |
| Example Seed Fund A | 6 Due diligence | 8 | Send three customer references | Due soon |
| Example Ventures M | 5 Deep dive | 12 | Confirm the date of the partner meeting | Overdue |
| Example Angel Network C | 4 First meeting | 6 | Pitch at the members’ session | Overdue |
| Example Corporate VC F | 3 Contacted | 9 | Follow up with the pilot results | Overdue |
You score six criteria from 0 to 3. The weights do the rest: a score out of 100 and a tier, A, B or C.
The stage date or the last logged contact, plus the working days set for that stage.
Funnel by stage, conversion rates, committed money against target, overdue follow-ups, investors by tier and pass reasons.
The same two tables as CSV files, with the formulas to paste after the import.
The example rows are invented and quick to clear: delete the rows and the formulas below move up.
The template
One download, ready today.
€49
Instant download after payment
Buy nowTwenty minutes after the download, your round has a list, a pipeline and a Monday routine.
- Workbook in English and Italian, for Excel and Google Sheets
- Notion import with CSV files and formulas
- 13-page playbook in English and Italian
- October 2026 edition, every file dated
- Licence for your own company or companies
How it works
Three steps, twenty minutes.
Buy
Pay at checkout. The download starts straight away, and a copy of the link arrives by email.
Set up
Open Start here: add your team, your round target and dates, then delete the example rows.
Run the routine
Load your investors, send the first wave and open the Dashboard every Monday.
Why Adaxit
Built the way a round is run.
Adaxit is a small advisory firm in Milan. Since 2019 we’ve prepared founders and SMEs to raise capital: the list, the materials, the process. This template is the part of that work you can run yourself.
One method
The workbook, the Notion tables and the playbook share the same stages, the same fit criteria and the same follow-up rules.
Sourced
Every figure in the playbook comes from a named source, read in October 2026 and listed on its last page.
Two languages
Written in English and in Italian, so the whole team works from the same file.
Plain about limits
It organises your fundraising. It is not investment advice, and Adaxit does not provide investment services.
Honest fit
Is it for you?
It’s for you if
- You’re raising a pre-seed, seed or Series A round, or about to start.
- You’ll contact dozens of investors and want every conversation to have a next step.
- You work in Excel, Google Sheets or Notion.
It’s not for you if
- You still need the deck, the model and the data room. Start with the Investor-Ready Kit.
- You want someone to run the process or introduce you to investors. That comes with our services, under a written mandate.
Questions
Before you buy.
How do I get the files?
You download them right after payment, and a copy of the link is emailed to you.
Does it work in Google Sheets?
Yes. In Sheets it’s File > Import, then upload the workbook. Formulas, drop-downs and highlights carry over as they are, while the charts are redrawn by Google. No macros anywhere.
What version of Excel will I need?
Any recent one. The workbook only uses standard functions, with no XLOOKUP, FILTER or macros. You don’t need Microsoft 365, and the same file works in Google Sheets.
Can I use it in Notion?
Yes. The zip has the Investors and Pipeline tables as CSV files and a short guide that follows Notion’s own import steps. Notion can’t import formulas, so the guide gives you the ones to paste.
Is it in English or Italian?
Both. The workbook and the playbook come in English and in Italian, and the Notion import holds both.
Will it get me funded?
No. It organises your process. It doesn’t promise investors or funding, and Adaxit doesn’t provide investment services.
Can my co-founder use it?
Yes. The licence covers your own company or companies, so your team can work from one copy. Just don’t resell the files or share them in public.
Your round
A list, a pipeline and a Monday routine. Start this week.
Buy, download, and in twenty minutes your round has a structure that tells you every morning who is waiting on you.
Still preparing the deck and the model? See the Investor-Ready KitSources: DocSend, blog post by Nick Frost, 10 September 2020 (seed rounds of 175 startups in 2019; 77 and 70 investors contacted; 40 and 15 meetings); Gompers, Gornall, Kaplan and Strebulaev, NBER Working Paper 22587, 2016 (885 VCs; 83 days to close a deal), with the NBER Digest of 30 November 2016 (100 opportunities considered per deal closed) and the Harvard Law School Forum on Corporate Governance summary of 20 August 2019 (10% inbound; over 30% from professional networks; 20% referred by other investors); Startupbusiness, 22 January 2026, on the Growth Capital and Italian Tech Alliance observatory (354 active investors in Italy in 2025; international participation 46%; every deal above €20 million with a foreign investor). Template contents: Adaxit Investor CRM, October 2026 edition.