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How to use Investor CRM

Investor CRM gives startup communities a pipeline view of investor relationships — see each investor's firm, funding stage, and status at a glance.

Enable it

Owners turn this on from Admin -> Module Store -> find Investor CRM -> toggle on. Requires the Pro plan or higher.

Where to find it

Once enabled, members open it at /investors from the community navigation.

What you can do

  • Read the pipeline stat cards at the top: Total, Active, Meetings, and Closed.
  • Filter by funding stage (All, Angel, Seed, Series A, Series B, Growth) using the stage pills.
  • Filter by status (Prospecting, Contacted, Meeting, Term Sheet, Closed, Passed) using the status pills.
  • Browse investor cards showing the name, firm, stage badge, status badge, and notes.
  • Use the Add Investor button to start a new pipeline entry (also available at /investors/new).

Related

  • The Module Store (Admin -> Module Store)