Run the raise as a tight sales pipeline – stages, cadence, and timing that manufacture momentum and competitive tension.
Run the raise as a tight sales pipeline - stages, cadence, and timing that manufacture momentum and competitive tension.This is the skill's description: the text your AI reads to decide when the skill applies.
investor-pipeline-crm/SKILL.md
---
name: investor-pipeline-crm
description: Use when a founder is managing an active raise across many investors. Triggers on "track my fundraise", "investor pipeline", "fundraising CRM", "how to create FOMO", "run my raise as a process", "investor follow-up cadence", "how long should fundraising take". Turns a scattered raise into a managed, time-boxed process.
---
# Investor Pipeline CRM
A raise that drifts dies. Investors are pattern-matchers; a process that wanders
for months signals a company nobody else wants. The antidote is to run the raise
like a disciplined sales pipeline, time-boxed to manufacture a decision window.
## When to use this skill
Use it once [[investor-targeting]] produces the list and outreach begins. It is
the operating system for the live raise, from first email to signed term sheet
([[term-sheet-negotiation]]).
## Pipeline stages
Track every investor through one funnel:
1. **Intro requested** - warm path in motion.
2. **First meeting** - partner pitch done.
3. **Second / partner meeting** - deeper dive, more of the firm involved.
4. **Diligence** - data room shared ([[data-room-builder]]).… load the full skill through Skill MeClick to play with sound.