# Investor‑Relations & Fundraising Tracker

## 1️⃣ Overview & Quick Start  
A single‑page hub that lets founders **track every investor**, **manage outreach cadence**, **monitor live ARR/MRR via Stripe**, and **produce a one‑click investor‑update PDF** that pulls in the latest metrics, pitch deck links, and cap‑table snapshots.

> 💡 Tip: Bookmark the **Investor Update Generator** page – it’s the only page you’ll need to click to export the PDF.

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## 2️⃣ Investors Database  
| Investor | Type | Contact | Status | Last Contacted | Commitment ($) | Lead Partner | Notes |
|----------|------|---------|--------|----------------|----------------|--------------|-------|
| Sequoia Capital | VC | alice@sequoia.com | Warm | 2024‑05‑12 | 1,200,000 | John Doe | Interested in Series B, asked for product demo |
| AngelList Syndicate #42 | Angel | bob@angel.co | Cold | 2024‑03‑28 | — | — | Follow‑up in Q3 after ARR milestone |
| SoftBank Vision Fund | Corporate VC | carol@softbank.com | Hot | 2024‑06‑01 | 3,500,000 | Jane Smith | Signed NDA, awaiting term sheet |
| 500 Global | Accelerator | dave@500.co | Closed‑Won | 2024‑04‑15 | 750,000 | — | Funds already in escrow |
| Indie.vc | Micro‑VC | eve@indie.vc | Warm | 2024‑05‑20 | — | — | Prefers equity‑free SAFE, needs product‑market fit data |

> 💡 Tip: Use the **Status** property to drive filtered views (e.g., “Hot Leads” board).  

**Key properties**  
- **Investor** (Title)  
- **Type** (Select: VC, Angel, Corporate VC, Accelerator, Micro‑VC)  
- **Contact** (Email)  
- **Status** (Select: Cold, Warm, Hot, Closed‑Won, Closed‑Lost)  
- **Last Contacted** (Date)  
- **Commitment ($)** (Number, currency)  
- **Lead Partner** (Person)  
- **Notes** (Text)

---

## 3️⃣ Outreach Tracker  
| Campaign | Investor | Outreach Method | Sent Date | Follow‑Up Due | Outcome | Next Step |
|----------|----------|----------------|-----------|---------------|---------|-----------|
| Series B Intro | Sequoia Capital | Email + Deck | 2024‑05‑10 | 2024‑05‑20 | Demo scheduled | Prepare product demo |
| Angel Sprint | AngelList Syndicate #42 | LinkedIn DM | 2024‑03‑28 | 2024‑04‑28 | No reply | Send updated traction deck |
| Vision Fund Pitch | SoftBank Vision Fund | Intro Call | 2024‑06‑01 | 2024‑06‑15 | NDA signed | Share term sheet draft |
| 500 Global Close | 500 Global | Email | 2024‑04‑15 | — | Funded | Update cap‑table |
| Indie.vc Follow‑up | Indie.vc | Email | 2024‑05‑20 | 2024‑06‑20 | Interested | Send product‑market fit metrics |

> 💡 Tip: Turn the **Follow‑Up Due** column into a Notion reminder (⌚) to get automatic notifications.

**Workflow**  
1. Create a new row for each outreach attempt.  
2. Set **Outcome** (e.g., “Demo scheduled”, “No reply”).  
3. When **Outcome** changes, move the row to the appropriate view (e.g., “Pending Follow‑Ups”).  
4. Link each row to the corresponding **Investor** record (Relation).

---

## 4️⃣ Funding Rounds & Cap‑Table Snapshots  
| Round | Target ($) | Raised ($) | Close Date | Lead Investors | Cap‑Table Link | Status |
|-------|------------|------------|------------|----------------|----------------|--------|
| Seed | 800,000 | 750,000 | 2024‑04‑30 | 500 Global, AngelList Syndicate #42 | [Seed Cap‑Table (PDF)](https://example.com/seed-cap-table.pdf) | Closed‑Won |
| Series A | 3,000,000 | 2,200,000 | 2024‑08‑15 | Sequoia Capital, Indie.vc | [Series A Cap‑Table (PDF)](https://example.com/seriesa-cap-table.pdf) | In‑Progress |
| Series B | 6,000,000 | — | — | SoftBank Vision Fund, Sequoia Capital | [Series B Cap‑Table (PDF)](https://example.com/seriesb-cap-table.pdf) | Planning |

> 💡 Tip: Store the actual cap‑table files in a Notion **File** property; the link column is just a quick view.

**Key properties**  
- **Round** (Title)  
- **Target ($)** (Number)  
- **Raised ($)** (Number)  
- **Close Date** (Date)  
- **Lead Investors** (Relation → Investors)  
- **Cap‑Table Link** (File)  
- **Status** (Select: Planning, In‑Progress, Closed‑Won, Closed‑Lost)

---

## 5️⃣ Live Metrics Dashboard (Stripe Zap)  
| Metric | Current Value | Source | Updated |
|--------|---------------|--------|---------|
| Monthly Recurring Revenue (MRR) | $124,300 | Stripe → Zapier → Notion | 2024‑06‑27 09:15 UTC |
| Annual Recurring Revenue (ARR) | $1,491,600 | Calculated (MRR × 12) | 2024‑06‑27 09:15 UTC |
| New Customers (30 d) | 42 | Stripe → Zapier | 2024‑06‑27 09:15 UTC |
| Churn Rate (30 d) | 2.1 % | Stripe → Zapier | 2024‑06‑27 09:15 UTC |

> 💡 Tip: Set the **Updated** column to a “Last edited time” property in Notion so the dashboard always shows the freshest timestamp.

**Zap workflow**  
1. **Trigger**: New payment or subscription event in Stripe.  
2. **Action**: Update a single‑row Notion database (Metrics Dashboard) via Notion API.  
3. **Result**: Dashboard values auto‑refresh; the same rows are referenced in the Investor Update PDF.

---

## 6️⃣ Investor Update Generator  
A **template button** (named “Generate Investor Update PDF”) that creates a new page in the **Investor Updates** sub‑page with the following pre‑filled sections:

1. **Executive Summary** – auto‑populated with latest ARR/MRR from the Metrics Dashboard.  
2. **Key Milestones** – pulls the most recent “Outcome” rows from the Outreach Tracker (filtered by “Last 30 days”).  
3. **Financial Snapshot** – embeds the current **Series A** cap‑table PDF and a chart of MRR growth (use Notion’s built‑in chart block linked to the Metrics Dashboard).  
4. **Next Steps & Ask** – a checklist linked to open tasks in the **Tasks** database (see below).  

> 💡 Tip: After the page is generated, click the three‑dot menu → “Export → PDF” to get a clean, share‑ready investor update.

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## 7️⃣ Tasks & Action Items (Supporting Database)  
| Task | Owner | Due Date | Related Investor | Status |
|------|-------|----------|------------------|--------|
| Prepare product demo for Sequoia | Jane Smith | 2024‑05‑25 | Sequoia Capital | In‑Progress |
| Draft term sheet for SoftBank | John Doe | 2024‑06‑10 | SoftBank Vision Fund | Not Started |
| Update pitch deck with Q2 metrics | Alex Lee | 2024‑06‑05 | All | Completed |
| Refresh cap‑table after Seed round | Finance Team | 2024‑04‑30 | 500 Global | Done |
| Send follow‑up email to Indie.vc | Maria Patel | 2024‑06‑20 | Indie.vc | Not Started |

> 💡 Tip: Use the **Related Investor** relation to surface the investor’s contact info directly on the task page.

---

## How to import into Notion  
1. **Create a new page** in your Notion workspace where you want the template.  
2. Click **Import** → **Markdown & CSV** and select this `.md` file.  
3. Notion will create the headings and plain tables.  
4. For each table:  
   a. Click the table → **Convert to Database** → choose **Table – Full Page** (or **Inline** if you prefer).  
   b. Adjust property types to match the column headers (e.g., change “Target ($)” to **Number**, “Close Date” to **Date**, “Lead Investors” to **Relation** linking to the **Investors** database).  
5. Set up the **Metrics Dashboard** Zap:  
   - In Zapier, create a Zap with **Stripe → New Event** as trigger.  
   - Add **Notion → Update Database Item** action, mapping Stripe fields to the Metrics Dashboard properties.  
6. Add a **Template Button** on the **Investor Update Generator** page:  
   - Name: “Generate Investor Update PDF”.  
   - Action: **Create a new page** in a sub‑page called **Investor Updates** using the pre‑filled template shown above.  
7. (Optional) Duplicate the **Investor Updates** page as a **PDF Export** template and set up a shortcut (e.g., a bookmark) for one‑click PDF generation.  

Your Investor‑Relations & Fundraising Tracker is now live—track investors, automate metrics, and push polished updates to your backers with a single click. Happy fundraising!