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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
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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
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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
