Build an investor list that moves your round

Investor conversation tracker with embedded list-building guidance

Most raises stall not because the business is wrong but because the list is.

Most founders are working a list that is too small and in the wrong order.

This tracker shows you who belongs on your investor list, in what order, and why. Starting with the people most likely to move first and expanding outward in a way that builds momentum rather than burning it.

what this resource helps you do

Build a realistic investor list without staring at a blank spreadsheet
Start with the people most likely to say yes or make introductions
Expand beyond your immediate network without going fully cold too early
Understand who counts as warm, cold, and hot, and how to treat them differently
Create a prioritised pipeline you can confidently work through week by week
Track conversations and follow ups without losing momentum or context

By the time you finish populating the sheet, you should know exactly who you are speaking to next and why.

what’s actually inside

A ready-to-use Google Sheet designed specifically for early stage fundraising
Structured sections for warm, hot, and cold investor targets
Embedded, in-cell guidance that walks you through:

• who to add at each stage

• how to think about introductions and second-degree connections

• when cold outreach makes sense and when it does not

• how to build towards your first 100 credible targets without overreaching

Clear categories for relationship strength, ticket size, and conversation status
One-click sorting on every column so you can focus on what matters at any point
Example entries so you are not starting from scratch
An adaptable format you can customise to fit your round or team
A bonus link to a low-cost UK tool founders use to identify relevant cold investors

This can be used solo or collaboratively. You can save it in other formats, but it is designed to work best as a shared Google Sheet.

why this is different from a normal tracker

A blank spreadsheet assumes you already know:

• who belongs on your investor list

• how many investors you need

• who to start with

• when to move beyond warm outreach

Most founders do not.

This tracker does not assume that knowledge.
The guidance is built into the structure, so the process itself leads you in the right direction.

what this is not

It is not a CRM.
It is not automated.
It will not send emails for you.

It is a simple, practical system designed to help you think clearly, stay organised, and run your raise like a proper process.

who this is for

Founders raising their first or next round who want clarity on who to target and how to structure their investor outreach without building their own system from scratch.

If you are actively raising or preparing to raise, this is designed to be used immediately.

Price £47
Instant access. No subscription.