Pipeline control
Investor process as a controlled execution tool.
Use case
Track every investor touchpoint
Who is targeted, what was sent, what came back, and what must happen next.
Release discipline
Materials are staged
Open-bracket decks can be reviewed before full investor release, but external circulation remains gated.
| investor_id | investor_name | type | priority | status | next_step | next_step_owner | next_step_date | last_contact_date | materials_sent | feedback | fit_notes | open_items | risk_level | source | contact_owner |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| INV-001 | [investor name] | [angel/VC/strategic/family office] | P1 | Target | Add to outreach list | [owner] | [date] | [none] | [sector/geography/check size] | [missing contact] | Medium | [source] | [owner] | ||
| INV-002 | Lakestar / related reference | Existing CLA evidence / reference | P0 | Reference only | Confirm permitted wording and current CLA status | Lippold/Matias | [date] | [none] | Documented CLA evidence; external wording gated | [lead investor reference potential] | [CLA current status/permitted wording] | High | CLA file set | [owner] | |
| INV-003 | [investor name] | VC | P1 | Not contacted | Send open-bracket teaser after internal review | [owner] | [date] | [none] | [resilience/security/community fit] | [teaser approval] | Medium | [source] | [owner] | ||
| INV-004 | [investor name] | Strategic | P2 | Not contacted | Map strategic angle | [owner] | [date] | [none] | [public sector/security/community adjacency] | [claim proof] | Medium | [source] | [owner] | ||
| INV-005 | [investor name] | Angel | P2 | Not contacted | Qualify ticket size and relationship path | [owner] | [date] | [none] | [warm intro potential] | [intro source] | Low | [source] | [owner] |