All Collections
Use cases
How to manage a list of investors in folk?
How to manage a list of investors in folk?
Centralize your investor contacts to manage the next round of fundraising for your company. Close your fundraising process in 3 easy steps.
Simo Lemhandez avatar
Written by Simo Lemhandez
Updated over a week ago

Step 1: Build a live list of investors and business angels

There are 4 ways to centralize your contact data on folk

  1. Go to your Settings and click Connect a Google account to sync your Gmail addresses and automatically import all the new investors you meet with or have an event with.

  2. Download the folkX extension to add potential investors from LinkedIn or Twitter.

  3. If you already have a list of investors in existing tools, like XLS, Airtable or Notion, import them with one click.

  4. Connect any custom integration using Zapier.

Step 2: Engage with your investors

  • Communicate with your investors with ultra-personalized messages to introduce your business, send your pitch, follow up, and close your round.

  • Create and use templates to speed it all up.

Step 3: Track & followup on your investment processes

  • Create pipeline views to track every step of your fundraising process.

  • Track your team’s latest interactions with your investors to know who needs to follow up and when.

  • Add shared notes about your meetings & calls.

  • Create reminders to follow up when needed.

Did this answer your question?