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Template for Capital Raise

I'm new to the community and Smartsheet .

Does anyone have a template for a capital raise or know of one that I may use? 

We're a start-up raising our first round and I need to keep track of to whom our investor docs have been given, who on my team introduced us and next steps.

 

Thanks for your help!

Comments

  • Tim Meeks
    Tim Meeks ✭✭✭✭✭✭

    Alexandra,

     

    I don't have one of those templates, however, SS has created a # of "solution based" templates.  My guess is you can find one here you can customize for your needs.

     

    https://www.smartsheet.com/solutions/sales

     

    I hope your fundraising is successful!

     

    Tim

  • Kate French
    edited 06/08/16

    Hi Alexandra, 

     

    Welcome to Smartsheet! While you're still in the Trial version of Smartsheet, your best option for getting assistance with finding templates to suit your needs is our Sales team: [email protected] 

     

    In the meantime, definitely check out Tim's suggestion, and you can view the main Template Gallery by clicking on the + tab in Smartsheet and browsing our templates on the left side. 

     

    Best,
    Kate

     

This discussion has been closed.