VC CRM Data Schema Guide

What do I get?

A guide that outlines the steps to take before, during, and after meeting with a peer investor virtually or in person to ensure you capture critical data to leverage for potential co-investment or deal syndication.

The guide includes:

• The critical peer investor data to capture and leverage for co-investment and deal syndication
• A step-by-step guide to capture, organize, and log critical peer investor data in one of VC's most popular CRM systems
• Key tasks to perform before, during, and after investor meetings to ensure good data hygiene
• 4 tips to keep the relationship warm with current or prospective investors
• Email template for investor meeting follow-up

Who is this for?

Venture Capitalist's who are:

• Building a co-investor or syndicate network to invest in companies with them
• Unsure what the most critical data points to capture about their peer investors to then leverage and determine co-investment fit
• Seeking a repeatable process to capture, organize, and log critical peer investor data
• Seeking guidance on how to best leverage one of VC's most popular CRMs to create an Investor List