Templates
Fundraising tracker in Excel: your investor pipeline
During a round, every investor is a deal: a partner to convince, a stage, a hoped-for ticket and a next step. This free Excel template tracks your investor conversations from first contact to close, with seven stages in a list, the weighted amount per stage and a row that turns orange when a next step is due. Its columns are those of an opportunity in Kasar.
Facts checked on October 6, 2026
fundraising-tracker-excel.xlsx
Excel .xlsx, no macros, free and no sign-up · 13 KB
Tabs: Investors · Summary · How to use
9 of 15 columns recognized by the Kasar import
01Deal flow, from the founder’s side
Funds talk about deal flow for the companies they look at. A founder raising lives the same thing the other way round: dozens of investors to approach, intros to get, meetings back to back, follow-ups to keep up for months. Without a tracker, the questions of week three become impossible: who got the latest deck, who is waiting for the September numbers, who said “come back at a million in revenue”.
This template treats the round as a pipeline. One row per investor, a stage, a probability, a target close date. The workbook holds the Investors tab with five fictional rows, the Summary tab built from formulas and a How to use tab.
02The fifteen columns
Name
- What it holds
- The name of the conversation, for example “Seed 2026, Example Ventures”.
- In Kasar, on import
- Name of the fundraising opportunity.
Company
- What it holds
- The fund or management company.
- In Kasar, on import
- Opportunity customer: the fund’s company record, created if missing.
Main contact (partner)
- What it holds
- The partner who handles your file, first and last name.
- In Kasar, on import
- Main contact, found by full name.
Amount
- What it holds
- The ticket you hope for from this investor.
- In Kasar, on import
- Opportunity amount.
Pipeline (list)
- What it holds
- The stage of the conversation.
- In Kasar, on import
- Stage of the fundraising pipeline, to create in Kasar with exactly these names.
Probability (%)
- What it holds
- Your estimate, from 0 to 100. Stay cautious before the term sheet.
- In Kasar, on import
- Probability (%); Kasar derives the weighted amount.
Expected close date
- What it holds
- The target closing date with this investor.
- In Kasar, on import
- Expected close date.
Source (list)
- What it holds
- How the contact happened: Referral for a warm intro.
- In Kasar, on import
- Opportunity source.
Introduced by
- What it holds
- The person who made the introduction.
- In Kasar, on import
- New text field, or skipped.
Investor category (list)
- What it holds
- Fund, business angel, family office…
- In Kasar, on import
- New field created on import (a select list fits), or skipped.
Usual ticket
- What it holds
- The range the investor states, copied from its website.
- In Kasar, on import
- New text field, or skipped.
First contact date
- What it holds
- The first exchange.
- In Kasar, on import
- New date field, or skipped.
Next step
- What it holds
- The next move: send the deck, open the data room…
- In Kasar, on import
- No field: a task linked to the opportunity.
Next step date
- What it holds
- When it is due. The row turns orange once the date is reached.
- In Kasar, on import
- No field: the task due date.
Notes
- What it holds
- Questions asked, objections, mood.
- In Kasar, on import
- Opportunity description.
Two headers may surprise you. The fund goes in the Company column, and the partner in Main contact (partner): those are the Kasar field names, and under those names the import links them straight away. In the CRM, a fund is a company like any other, and its partner a contact.
03The seven stages, and what moves a row along
To contact
- The row gets there when
- The investor fits your stage and sector, and you are looking for someone to introduce you.
First contact
- The row gets there when
- A first exchange happened: a reply to your email, an intro call.
First meeting
- The row gets there when
- The partner went through the deck with you and asks for next steps.
Due diligence
- The row gets there when
- The fund opened the data room and asks precise questions about the numbers.
Term sheet
- The row gets there when
- A written offer is on the table.
Signed
- The row gets there when
- The documents are signed.
Passed
- The row gets there when
- The investor declined. The reason goes in Notes.
None of these names repeats a stage of the sales pipeline that ships with Kasar (no “Won”, no “Proposal”). On import, each deal joins the pipeline that holds its stage: distinct names keep fundraising rows apart from sales deals.
04Reading the summary
The summary adds up hoped-for tickets by stage and weights them by your probability. On the example rows, 825,000 weighted: the 600,000 term sheet at 70% carries more than half of it. That is the number to watch week to week. A round whose weighted total stops rising needs new names at the top of the pipeline, not more follow-ups at the bottom.
05Keeping the round current
- Log every intro right away, with the person’s name in Introduced by. They will know their intro helped, and you will know whom to thank.
- End every meeting with a dated next step. A row without a next step is a conversation fading out.
- Copy the usual ticket from the investor’s website. Do not guess: a wrong ticket skews your targeting.
- A pass stays in the file, with its reason. At the next round, it is the first list to reopen.
06What a spreadsheet misses during a round
A round produces dozens of exchanges per investor: emails, LinkedIn messages, calls, meeting notes. The sheet only keeps what someone copies into it. Capacity is not the issue, an Excel worksheet takes 1,048,576 rows; what is missing is the history, at the exact moment a partner calls back and asks what you sent. With two co-founders, the shared file needs Microsoft 365 and a workbook on OneDrive or SharePoint to be edited together.
07Importing the round into Kasar
- 1
Create the fundraising pipeline
Settings, Data model, Pipelines: a new pipeline on the Opportunities object, with the seven stages spelled exactly as in the list.
- 2
Check your pipeline count
The Free plan has one active pipeline, the Pro plan three. On Free, rename the stages of the existing pipeline; on Pro, add this one next to the sales pipeline.
- 3
Drop the file
Settings, Import, Opportunities object. Nine of the fifteen columns are recognized, Pipeline included once the pipeline exists. Missing funds are created as companies.
- 4
Decide what happens to the fundraising columns
Introduced by, Investor category, Usual ticket and First contact date become fields if you choose so. Next step and its date then live in tasks.
Partners are found by full name: import them first as contacts if you want the link to be made. The general walkthrough is on the importable Excel templates page. In Kasar, every email, LinkedIn or WhatsApp message exchanged with a partner lands on their record, and the history of the round reads on the opportunity. Selling goes on during the raise: the founder-led sales guide covers it on its own.
Frequently asked questions
Enough that passes do not empty the top of the pipeline. List broadly before the first meeting, then sort by fit with your stage and sector, not by fame. The weighted total in the summary tells you whether the list is enough.
One row per conversation, so usually per fund. If two partners from the same fund follow your file, keep the lead one in the row and mention the second in Notes.
Yes. Pick Business angel in Investor category, put the person’s name in Main contact (partner) and, in Company, their investment vehicle or their own name.
Sources
Every fact on this page can be checked on the official page below, read on the date shown.
- Microsoft Support, Excel specifications and limits · read on October 6, 2026
- Microsoft Support, Create a drop-down list · read on October 6, 2026
- Microsoft Support, Collaborate on Excel workbooks at the same time with co-authoring · read on October 6, 2026