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# Fundraising Pipeline: How to manage investors and capital raising
- URL: https://blog.jestor.com/fundraising-pipeline-how-to-manage-investors-and-capital-raising/
- Published: 2026-01-06T20:26:43.000Z
- Updated: 2026-01-06T20:26:43.000Z
- Author: Aline Valério

To manage a Fundraising process, founders must treat investors like sales leads. Using an Investor CRM in **Jestor** allows organizing meetings, interest status, and Due Diligence document sharing, avoiding missing the investment timing.

### **Fundraising is Sales**

Raising capital is a complex sales funnel.

- Top of Funnel: 100 VCs contacted.
- Middle of Funnel: 20 pitch meetings.
- Bottom of Funnel: 3 Term Sheets.

Doing this in Excel is dangerous. You forget to follow up with the fund that showed interest and lose the opportunity.

### **Organizing the Roadshow in Jestor**

1. **Investor Kanban:** Columns like "To Contact," "Meeting Scheduled," "Under Review," "Term Sheet."
2. **Secure Data Room:** Create a portal in Jestor with your documents (Bylaws, Financials) and give restricted access to investors. The system tracks who viewed what.
3. **History:** Log every feedback ("Liked the team, thought the market was small") to adjust the pitch.

### **Frequently Asked Questions (FAQ)**

**What is Due Diligence?** It is the audit the investor performs on your company before writing the check. Having documents organized in[Jestor](https://jestor.com/?ref=blog.jestor.com)speeds up this process by weeks.

**How to manage introductions (Intros)?** On the investor card, tag who made the bridge ("Intro by Mentor X"). This helps maintain relationships with your helpers.

**Does it work for M&A?** Yes, the process is identical. Organization and confidentiality are key to selling the company.

### **Conclusion**

With **Jestor**, you professionalize your fundraising and project confidence to investors from the first contact.

Organize your Fundraising: https://jestor.com/