<aside> 👇 To Get You Started (you can delete this section afterwards)
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<aside> 💡 RaiseMate *is a simple yet complete system to help you stay organised when raising your fund as an emerging or established manager - especially when it comes to staying organised with your limited partner contact management and reach out tracking
Actions buttons enable you to quickly add new entries to respective databases.
Navigation containts links to all the different views and databases containted within RaiseMate for easy access.
Discovery Funnel Views* *These views are all different slicing on the same database of LPs. Discovery Funnelis the main view for your LP dealflow funnel.
People Networks are people-based CRMs for 2 use-cases - one is Introducers to LPs to help you track warm introductions and the other is LP Contacts. You can assign both Introducers to LPs and LP Contacts to your main LP CRM.
At a Glance section gives a quick peek into your LP funnel performance including number of leads in various stages and commitments.
Leads section gives you quick access to current leads in the LP funnel
Commitments section gives you quick overview of LPs soft or hard commited as well as calculates sum of adjusted probability of your commitments.*
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https://www.youtube.com/watch?v=2qkgOGknLD8
<aside> 👆 Watch the walkthough video
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<aside> <img src="/icons/arrow-down_purple.svg" alt="/icons/arrow-down_purple.svg" width="40px" /> People Networks
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<aside> <img src="/icons/arrow-down_purple.svg" alt="/icons/arrow-down_purple.svg" width="40px" /> Your Fundraising Assets
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<aside> <img src="/icons/arrow-down_purple.svg" alt="/icons/arrow-down_purple.svg" width="40px" /> Fundraising Funnel Views
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💬 If you need further assistance with this template, please do not hesitate to reach out to me via email or at X/Twitter and I will do my best to help 🙂
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