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