The Investors Directory is your one-stop solution for organizing, managing, and tracking all details about current and potential investors. This guide will walk you through the setup, use, and advanced features to help you get the most out of it.

1. Add New Investor Entries

1. On your dashboard, click the + New button in the top right to create a new entry.
2. Fill out the relevant details for the investor.

2. Using the Views

The template includes pre-built views to help you organize your data:

• All Investors: See every entry in your directory.
• Potential Investors: Filtered to show prospects marked as Prospective or Contacted.
• Current Investors: Displays only investors who have already funded you.
• Follow-Up Needed: Highlights investors where Next Action or Last Contact needs attention.
• By Investment Stage: Groups investors by their preferred investment stage for better segmentation.

Tip: You can customize these views or create new ones by clicking “+ Add View.”

3. Managing Your Workflow

• Use the Date of Last Contact property to maintain consistent communication.
• Update Status regularly to reflect your progress.
• Use Meeting Notes to keep track of all important details after calls or meetings.
• Set reminders for follow-ups using Notion’s date properties and notifications.

4. Advanced: Connecting the Template to Other Databases

Here’s how you can link the Investors Directory to other systems for enhanced workflows: