Investor Outreach Pipeline (Fundraising CRM) – Excel Template
Investor Outreach Pipeline (Fundraising CRM) – Excel Template
- Secure checkout
- Instant download
- 7-day file guarantee
Dhs. 5.00 ≈ US$1.36. Pay with any card; your bank converts the amount automatically.
Run your fundraising like a sales pipeline: every investor, their stage, typical ticket, probability-weighted amount, next step and follow-up alerts, against your round target.
- Automatic summary: Investors in pipeline, Committed so far, % of round committed, Still to raise, Weighted pipeline, Follow-ups overdue
- Calculated for you: Probability, Weighted amount, Follow-up
- Drop-down menus for quick, consistent entry
- Colour-coded status and progress highlights
- Built-in chart that updates as you type
- Example rows and a step-by-step "How to Use" sheet
Instant download (.xlsx). Works in Excel 2010+, Excel online, Google Sheets, Numbers and LibreOffice. Works with any currency.
Perfect for
Small business owners, freelancers, accountants and finance teams who want professional paperwork and numbers without building them from scratch.
What you receive
- 1 Excel file (.xlsx) with the formulas already built
- A "How to Use" sheet with step-by-step instructions
- Example data so you can see how it works, then replace it with yours
- No macros, no add-ins, no sign-up
How delivery works
Right after checkout, your download link appears on the order confirmation page and in your confirmation email. Click it to open the file in Google Drive, then choose Download (no Google account needed). You can download again any time from the same link. Full download guide
Licence & guarantee
Use the template for your own personal or business work, including work you do for clients. Please don't resell or share the file itself. Licence details
7-day file guarantee: if a file doesn't open or isn't as described, email us within 7 days and we'll fix it or refund you. Refund & support
Questions
Is this a subscription?
No. You pay once and keep the file.
Can I use my own currency?
Yes. The template is currency-neutral, so it works with AED, USD, EUR, GBP, INR, SAR or any other currency.
Do I need Excel?
No. It also works in Google Sheets, Excel for the web (free), Apple Numbers and LibreOffice.
Need help or a small change?
Email info@super-gulf.com or WhatsApp +971 54 155 5667. We reply within 24 hours on working days.
