Fundraising database template

by Atlassian

Keep track of all of your investor communications for each fundraising round.

KEY FEATURES

Project Management

Progress Tracking

Communication

CATEGORIES

Finance & Ops

Page template

Strengthen your fundraising efforts by keeping track of rounds, interested investors and where they are in the pipeline, brand marketing efforts, and events that could lead to raising more money. It acts like a mini-CRM, bringing visibility into the status of each investor and activity to win them over.

Why Confluence?
How to

Use the strategic plan template in Confluence

Confluence transforms strategic planning from a once-a-year exercise into an ongoing collaborative process. Teams can work together in real-time to develop, refine, and execute their strategic plans without the back-and-forth of email chains or version control issues.

Our template library includes pre-built strategic planning templates that incorporate best practices from successful organizations. These templates provide the structure you need while staying flexible enough to adapt to your specific requirements, allowing you to customize sections and create reusable frameworks for future planning cycles.

Confluence easily integrates with other work management tools, making it invaluable for strategic planning. With Confluence, your strategic plan becomes a living document that connects directly to project execution, progress tracking, and decision-making processes. Team members can reference the strategic plan during brainstorming sessions, link specific initiatives to daily tasks, and maintain alignment between high-level strategy and tactical execution.

How to use the fundraising database template

Step 1. Set up a dashboard with information on each round

Before you start the fundraise, be sure to provide information on which round is open and when the others closed so the fundraising team can quickly understand where the company is in the process.

Step 2. Track investors with key data

Add each possible investor into the table to track firms, key contacts, how to communicate best with them, and when they were last approached. It is also important to note any actions needed in order to win the investor.

Step 3. Determine marketing and events needed

To win over investors, you’ll need to ensure all branding is on point and ready to go so that it is targeted and specific to how you are selling the company’s focus. This brand marketing should extend out to the fundraising events (conferences, investor circles, etc.) as well. Note how many potential investors were netted at these events and be sure to add them to the main investor table above once they show interest.