Welcome to the Smartsheet Forum Archives

The posts in this forum are no longer monitored for accuracy and their content may no longer be current. If there's a discussion here that interests you and you'd like to find (or create) a more current version, please Visit the Current Forums.

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!


  • Tim Meeks
    Tim Meeks ✭✭✭✭✭✭



    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.




    I hope your fundraising is successful!



  • 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: sales@smartsheet.com. 


    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. 




This discussion has been closed.