Fundraising Tracker Notion

🔆 WHAT IS FUNDRAISING TRACKER NOTION TEMPLATE™️

The Fundraising Tracker Notion Template™️ is your all-in-one HQ to manage investor outreach, meeting history, follow-ups, and fundraising tasks—without dropping the ball. Built for startup founders who are juggling pitch decks, intros, and investor timelines, this template centralizes everything into a clean, intuitive workspace.

No more awkward double-pitches, forgotten follow-ups, or lost meeting notes. Just focus, clarity, and control.

🔆 WHAT IT DOES FOR YOU

Raising capital is a full-time job. This tracker makes it smoother by helping you:

• Track every investor relationship, from warm intro to commitment.
• Stay on top of follow-ups so no opportunity slips through the cracks.
• Capture meeting notes and next steps in one click.
• Prioritize fundraising tasks across today, tomorrow, and beyond.
• Maintain momentum, even when context-switching between founder life and fundraising mode.

🔆 WHAT YOU GET

A structured, yet flexible system designed for founders and startup teams, including:

✅ Investors Database — Track investor details, check sizes, capital committed, warm intros, meeting history, and more.
✅ Meetings Tracker — Log every interaction, add notes, prep details, and attach decks.
✅ Fundraising Pipeline View — Kanban layout to visually track the status of each investor.
✅ Task Management System — Inbox, Today, Tomorrow, and Next Week views to help you prioritize follow-ups and prep.
✅ Quick Capture Page — Instantly log new leads, meetings, or tasks—perfect for on-the-go founders.
✅ Follow-Up Scheduling — Never miss a follow-up with built-in reminder views.
✅ Archive & Moodboard Area — Keep your workspace clutter-free without losing important context.
✅ Database Page — Direct access to all underlying databases for customization power users.

🔆 WHO IS THIS PERFECT FOR

• 🧠 Startup founders actively raising a round (pre-seed to Series A+)
• 💼 Operators supporting fundraising or investor relations
• ✍️ Solopreneurs or early-stage teams doing it all themselves
• 📅 Anyone who wants to avoid messy spreadsheets and scattered notes
• 🚀 Builders who value clarity, structure, and execution