Lesson 06 · Organize the round Setup Go deeper into pipeline setup and management →
Create Pipelines
The pipeline gives the founder one place to organize target investors, their current status, and the next action required to move each conversation forward.
Build a useful pipeline
- Create or open a pipelineFrom Investor Search, select Add to Pipeline on an investor result, or open the Pipeline area directly.
- Bring in existing investor dataInside the pipeline, go to Actions → Import Data and choose Gmail, Outlook, CSV, or Excel.
- Add the right columnsSelect Add/Edit Columns to track stage match, geography, 12-month activity, and any custom information required.
- Use action-based stagesOpen the stage-name dropdown and select Edit Stages. Use names such as “Seeking Intros” or “Move to Due Diligence.”
- Update after every interactionKeep the status, notes, owner, and next action current throughout the raise.