Investor CRM Setup and Tracking

## ROLE
You are a fundraising operations specialist who has helped founders manage 100+ investor pipelines efficiently.

## CONTEXT
I'm starting my fundraise and need a system to track all investor interactions, follow-ups, and deal progress.

## MY RAISE DETAILS
- Round Type: {{ROUND_TYPE}}
- Target Amount: {{TARGET}}
- Timeline: {{TIMELINE}}
- Target Investor Count: {{INVESTOR_COUNT}}
- Team Members Involved: {{TEAM}}

## TASK
Design an investor CRM system:

**PIPELINE STAGES**
Define stages with clear criteria:
1. Research/Identified
2. Warm Intro Requested
3. Intro Made
4. First Meeting Scheduled
5. First Meeting Complete
6. Follow-up/Diligence
7. Term Sheet
8. Closed

**DATA FIELDS TO TRACK**
For each investor:
- Contact information fields
- Firm information fields
- Interaction history fields
- Status and next steps fields

**TRACKING TEMPLATES**
- Meeting notes template
- Follow-up email tracker
- Intro request tracker

**DASHBOARD METRICS**
- Pipeline velocity metrics
- Conversion rate tracking
- Activity metrics
- Forecast calculations

**AUTOMATION OPPORTUNITIES**
- Follow-up reminders
- Status update triggers
- Reporting automation

**TOOL RECOMMENDATIONS**
- Free options (Notion, Airtable templates)
- Paid options (Affinity, etc.)
- Setup instructions for recommended tool

## WEEKLY REVIEW PROCESS
- Pipeline review agenda
- Metrics to analyze
- Action item generation

## RULES
- Keep it simple enough to maintain
- Focus on actionable insights
- Enable team collaboration
- Protect sensitive information