What is inside
| Investor | Firm | Thesis match | Evidence | Stage | Last touch | Next step | Approval status | |
|---|---|---|---|---|---|---|---|---|
| Sample investor A | Sample Capital | B2B SaaS seed | Led 3 seed rounds in sector (source checked) | linkedin.com/in/sample | Queued | Draft first touch | Pending | |
| Sample investor B | Sample Ventures | Marketplace seed | Thesis post matches (source checked) | linkedin.com/in/sample2 | Queued | Research partner | Pending | |
| Sample investor C | Sample Fund | Developer tools | Portfolio overlap (source checked) | linkedin.com/in/sample3 | Hold | Wait for warm intro | Held |
Sample rows shown. Replace them with your real work.
How to use this tracker
1. Add every investor you might plausibly pitch, with the evidence they fund your stage and sector - not just famous names. 2. Move each row through stages (researched, contacted, replied, meeting, diligence, passed, closed) and date every move. 3. After each touch, write the next step and its date before you close the sheet - a tracker without next steps is a graveyard. 4. Note what each investor actually cares about in their own words; that line personalizes the follow-up. 5. Review weekly: anything without a touch in 14 days gets acted on or marked passed.
Mistakes this template prevents
Re-pitching an investor who passed, forgetting who promised an intro, and a pipeline that lives in your head during the most distractible months of the company. Fundraising is a sales process - run it on a sheet, not on memory.
Updated for the recurring pack
Segmented list building, pending-validation-first, four-key dedupe, verified named-person emails, inbox stops and day 2/5/10/30 follow-ups.
Investors columns: Investor ID | Name | Firm | Thesis fit | Evidence | Email | Sender | Draft | Approval | Status
The free agent pack sets up the Google Sheet, processes only new or due rows, holds exact proposals for approval, rechecks the source before a write and verifies the result by readback.
Limits
A tracker, not an introduction: outreach under your name always waits for you.
The standing version
The Investor Outreach Agent (free download) runs this as a workflow in your own Drive: it fills this structure from your real inputs, shows evidence per row, and stops at every human decision.
Questions people ask
Is this template really free?
Yes. One CSV download, no signup, no email required.
Can I edit the template?
Yes - it is a plain CSV. Open it in Google Sheets, Excel or Numbers and change anything.
Is there an agent that keeps this updated for me?
Yes - where a standing agent exists for this workflow it is linked on the page, free download.
Last updated 13 September 2026 · Reviewed by the AI Agent Skills team.