Template for Capital Raise

Alexandra Saunders

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

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

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. 

 

Best,
Kate