Keep Fundraising and Cap Table Separate in Your Head

The fundraising pipeline is your CRM for a live raise — investors you’re courting. The cap table records closed financing and ownership. Don’t try to make one do the other’s job; they connect when a commitment becomes a recorded round.

Work the Task Queue Daily

Fundraising is momentum. Spend a few minutes a day in the task queue — send, follow up, snooze, skip — rather than letting a week of outreach pile up. Overdue tasks are your early warning that a thread is going cold.

Prioritize by Tier

Tag investors cold/warm/hot and lead with your warm intros. A focused push on the right 10 beats a generic blast to 100.

Log Every Touch

Record calls, meetings, and intros as they happen. An accurate interaction history (and touch count) tells you who’s engaged and who’s gone quiet — and Eli can summarize it for you.

Stand Up the Data Room Before You Need It

Spin up a data room from a stage template early and chip away at the readiness bar. When an investor asks for diligence, you grant access in one click instead of scrambling.

Prefer Live Views for Volatile Docs

For things that change — cap table summary, latest investor update, funding history — use a data room live view so it stays current automatically instead of re-uploading a stale PDF.

Ask Eli How It’s Going

Eli can read your pipeline and rounds. Ask “how is my fundraise going?” or “who should I follow up with?” to get a quick read without building a report — see Ask Eli & Milo.