Fundraising

Fundraising keeps your firm’s fundraising prospect records.

• What’s recorded: Prospect, Fund, Target, Owner, Next step
• Steps: Lead → Contacted / Lost; Contacted → Meeting / Lost; Meeting → Due diligence / Lost; Due diligence → Soft commit / Lost; Soft commit → Committed / Lost. The database only allows these moves.
• Use + New to add one, click a row to open it, and Export CSV to download. Every change is in the Audit trail.