Notion Fundraising Template (Investor CRM)

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Meet the Notion Fundraising Template

The Notion Fundraising Template is the easiest and most efficient way to raise capital for your startup. Whether you are actively fundraising in the next 12 months or not, this template has you covered. It is hard to get good funding, but this template helps you manage the entire process using best practices from successful founders.

The 2.0 version includes an updated CRM and a selection of new tools and resources, such as investor email templates, a list of investors, and a fundraising checklist.

This template provides you with a pipeline approach to fundraising, an Investor CRM to track your investor relations, and investor-ready templates such as an Investment Memo and Investor Update. Also included is a Pitch Deck Content Creator to help you understand what content to include on each slide and a collection of 50+ resources to help you learn more about fundraising.

Tools in this template:
• Fundraising Guide
• Investor CRM
• Due Diligence Checklist
• Investor E-Mail Templates
• Pitch Deck Feedback Template
• FAQ Template
• Pitch Deck Builder
• Investor Lists
• Investor Update Template
• Investment Memo Template
• Resources List
• Fundraising Check List

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