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Sales Pipeline Template For Fundraising
Structured to streamline fundraising efforts, this template guides startups from pitch deck creation to venture capital meetings and term sheet negotiations until investment closure.
Template FAQ
What are the use cases of the sales pipeline template for Fundraising
The use cases of this sales pipeline template are as follow:
Prospect Prioritization: A sales pipeline template assists in ranking potential donors based on their giving capacity and likelihood to donate, streamlining fundraising efforts.
Campaign Tracking: Enables tracking of fundraising campaigns' progress, from initial contact to donation receipt, ensuring timely follow-ups and engagement.
Donor Relationship Management: Facilitates the monitoring of interactions with donors, helping to cultivate long-term relationships and repeat contributions.
What should you do for each step of this sales pipeline template?
This is what you need to do for each step of this sales pipeline template:
Sales Pipeline Stage 1 - Pitch Deck: Develop a compelling pitch deck showcasing your business model, value proposition, and growth potential.
Sales Pipeline Stage 2 - VCs identified: Identify and list venture capitalists (VCs) who align with your industry, mission, and funding stage.
Sales Pipeline Stage 3 - VCs contacted: Reach out to the identified VCs with a tailored pitch and introductory materials.
Sales Pipeline Stage 4 - VCs meeting: Arrange and conduct meetings with interested VCs to discuss your business plan and investment needs.
Sales Pipeline Stage 5 - Not interested: Document feedback and reasons for disinterest from VCs for future strategy refinement.
Sales Pipeline Stage 6 - Interested: Engage with interested VCs in deeper discussions and negotiations.
Sales Pipeline Stage 7 - Term Sheet: Negotiate and finalize the term sheet detailing the investment terms and conditions.
Sales Pipeline Stage 8 - Closing: Complete the legal and financial procedures to close the investment deal.
With which software can you use this sales pipeline template?
You can use this sales pipeline templates with the following softwares:
Breakcold
Excel
Google SpreadSheets
Airtable
Notion
Hubspot
Salesforce
This list is not exhaustive, if you're using another sales pipeline software, you'll be able to use it there too.
