The Fundraising CRM & Cap Table Tracker Template is a free, investor-ready Google Sheets template for early-stage startups, SaaS, and Web3 founders.
Easily organize your VC pipeline, track investor outreach, manage follow-ups, and record deal progress in one place.
How to use:
1. Open the fundraising CRM template in Google Spreadsheets and make a copy to your Google Drive.
2. Add your investor list and update statuses as you fundraise.
3. Use the built-in columns for SAFE/SAFT tracking, committed amounts, and next steps.
4. Share the sheet with your team — everyone stays updated!
Pro tip: Use the Notes column for key insights or feedback from investors.
🚀 Want more tools? Access all premium fundraising templates & investor lists with InnMind Fundraising Subscription, and check other documents in our startup library.
Free for personal and team use. No sign-up required.