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Fundraising Pipeline Tracker

Runs your raise like a sales pipeline — tracks every investor conversation, next step, and close probability.

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At a glance

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How you'll use it

A raise is a sales process, and founders lose deals by losing the thread. Give this agent your investor list and every meeting note; it maintains a live pipeline — stage, temperature, next action, days-since-contact — and tells you each week exactly who to push, who to drop, and where your round actually stands versus how it feels.

Installation options

Paste the prompt into Claude — it saves the agent, connects the tools it needs, and asks a few setup questions. Nothing runs on our servers.

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No external connectionsv1.0 · Updated Jul 26

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Version history

v1.0

Initial release.

7/2/2026