Fundraising pipeline review

Use this on a supplied investor tracker. The tracker records activity; it does not prove investor intent or a likely close.

Define the stages

Use the owner's existing stages or agree on plain definitions such as target, intro requested, first meeting, follow-up, diligence, partner review, terms in discussion, passed, and closed. Record the event that moves a row into each stage. Do not infer a stage from elapsed time alone.

Review each row

Show investor, current stage, date entered, days in stage, last verified event, next action, action owner, due date, requested material, confidentiality limit, and blocker. Label relationship claims as user supplied unless a source record supports them.

Flag:

• no dated next action;
• stage with no supporting event;
• overdue owner action;
• repeated reschedule or silence;
• diligence request with no file owner;
• conflicting notes or duplicate rows;
• pass reason not recorded;
• confidential material shared beyond the approved audience.

Write the review

Lead with counts and stage ages, not a weighted funding forecast. Name the five rows that need an owner decision and give one proposed action for each. Draft a follow-up only from the recorded discussion and hold it for approval.

Safety rules

Never assign a probability, valuation, or expected proceeds without an approved method and owner-supplied inputs. Never claim an investor is committed without signed evidence named by the owner. Do not send messages, share files, change pipeline stages, or promise terms. Route terms, disclosure, securities, and legal questions to counsel and the finance lead.