How to Use SparkLaunch Investor CRM

Fundraising is a numbers game requiring systematic outreach and follow-up. SparkLaunch Investor CRM helps you track every investor conversation from first contact to closed check.

What the Investor CRM Does

• Pipeline Management - Track investors through stages
• Contact Records - Store investor details and history
• Meeting Notes - Log every conversation
• Follow-up Reminders - Never miss a follow-up
• Analytics - Conversion rates and pipeline health

Getting Started

Step 1: Access the Tool

Navigate to LaunchPad > CRM or go directly to /launchpad/crm.

Step 2: Add Investors

For each investor, record:

• Name and firm
• Contact information
• Investment stage focus
• Check size range
• Sector focus

Step 3: Track Pipeline Stages

Move investors through your funnel:

Stage	Definition
Researching	Gathering info
Intro Requested	Asked for warm intro
Intro Made	Introduction sent
Meeting Scheduled	First meeting set
First Meeting Complete	Had initial call
Deep Dive	Partner meeting
Due Diligence	Formal DD process
Term Sheet	Offer received
Closed	Check received
Passed	Declined

Step 4: Log Activities

After every interaction:

• Meeting notes
• Key discussion points
• Their concerns/questions
• Next steps agreed

Plan Availability

Plan	Lead Limit
Free	Not available
Startup (/yr)	200 investors
Growth (/yr)	Unlimited

Pipeline Best Practices

Volume Matters:

Expect these rough conversion rates:

• 100 investors contacted
• 30 first meetings
• 10 deep dives
• 3 term sheets
• 1-2 closed checks

Follow-up Cadence:

• After meeting: Same day thank you
• +2 days: Send any requested materials
• +1 week: Check in on timeline
• +2 weeks: Final follow-up before moving on

Tracking Warm Intros:

For each target investor, document:

• Who can make the intro
• Intro request status
• Follow-up needed

Using Meeting Notes Effectively

Record after every call:

1. What they said - Key points, concerns
2. Questions asked - What do they want to know more about?
3. Their process - Decision timeline, other partners involved
4. Next steps - What you agreed to do

Pipeline Analytics

Track your fundraising health:

• Top of funnel: Are you adding enough new investors?
• Conversion rates: Where are investors dropping off?
• Velocity: How long from intro to decision?

Integration with Data Room

When investors move to Due Diligence:

1. Grant them Data Room access
2. Track document views
3. See what questions arise

Common Questions

Q: Should I track angels and VCs together? A: Yes, but use tags or filters to segment them.

Q: How do I handle investors who ghost? A: After 2 follow-ups with no response, mark as "No Response" and move on.

Q: Can multiple team members use the CRM? A: Yes, with Growth plan you get team access.