The Investor Tracking Sheet

The key to optimizing your fundraising efforts is to create a market for your equity. To create a market, you need to engage with as many suitable investors in as short of a time as you possibly can. To help founders get the best possible results with this process, Atrium created the Investor Tracking Sheet.

Whether you’re raising a seed round or a priced equity round, the Investor Tracking Sheet will guide you through the process of:

  • Researching investors
  • Scheduling pitch meetings
  • Closing out negotiations