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.