# Micro for Fundraising Track your fundraise from first outreach to term sheet — with AI that keeps your pipeline updated automatically. --- ## Quick Setup ### Create a Fundraising List Press `Cmd+K`, type "new list", and select the **Fundraising** template. It comes pre-configured with stages, properties, and views. ### Add Investors Add investors from your contacts, import a CSV from your spreadsheet, or let Auto-Add pull them in automatically from email activity. ### Connect Your Email If you haven't already, connect your Gmail in **Settings → Connected Accounts**. Micro uses your email and calendar activity to keep your pipeline updated. --- ## Your Fundraising Pipeline The Fundraising template comes with stages designed for a typical venture raise: | Stage | What it means | |-------|--------------| | **Prospecting** | Researching investors before reaching out | | **Inbound** | Investor initiated contact | | **Conversations** | Active back-and-forth about your company | | **Meeting Scheduled** | Formal meeting or pitch is set | | **Meeting Complete** | You've had the meeting | | **Interested** | Clear signal of investment intent | | **Handshake Deal** | Terms agreed, awaiting docs or wire | | **Invested** | Funds received | | **Dead** | Investor passed | | **No Stage** | Not yet categorized | Switch between **Pipeline** (kanban) and **All Investors** (grid) views using the tabs at the top. --- ## Investor Intelligence Every investor in your pipeline is automatically enriched with data points that matter for fundraising: - **Investor type** — Angel, VC, PE, etc. - **Check size** — Typical investment amounts - **Rounds they invest in** — Seed, Series A, etc. - **Rounds they lead** — Know who can lead your round - **Investment focus** — Sectors and stages they care about - **Company funding data** — Total raised, last round, valuation This data is enriched automatically — no manual research needed. --- ## AI Autofill The Fundraising template comes with AI Autofill enabled on key properties: - **Status** — Automatically moves investors through your pipeline based on email and meeting activity. If you schedule a meeting, the investor moves to "Meeting Scheduled." If they pass, they move to "Dead." - **Investment Amount** — Extracted from discussions and term sheets - **Next Steps** — AI suggests what to do next based on your latest interaction - **Pass Reason** — Captured when an investor clearly declines The template also includes **Likelihood to Close** (0–100%) and **Priority** (Urgent through None) for manual tracking. Autofill runs when new emails and calendar events come in, so your pipeline stays current without manual updates. --- ## Auto-Add Investors Set up Auto-Add on your Fundraising list to automatically add investors based on your activity. For example: - Anyone you exchange emails with about fundraising - Anyone you have a meeting with who works at a VC firm - Anyone referred to you by an existing investor Open your list settings and click **Auto-Add** to describe who should be added. --- ## Prep for Investor Meetings Before a meeting, click the **Meeting Prep** button on the event page. The AI will: - Research the investor and their firm - Surface your email history and past interactions - Highlight their investment thesis and portfolio - Suggest talking points You can also add a **Context Doc** to your Fundraising list with details about your raise (target amount, valuation, use of funds, key metrics). The AI references this when preparing for meetings and drafting emails. Learn more about [Context Docs](/docs/using-micro/skills-context-docs) --- ## Email Investors from Micro Manage all investor communications without leaving Micro: - **Compose** — Press `C` to draft a new email - **Schedule Send** — Time your emails for optimal delivery (Monday morning, etc.) - **Custom Email Views** — Create a view filtered to just investor conversations - **AI Drafts** — Ask the AI to draft follow-up emails, thank-you notes, or investor updates --- ## Share with Your Co-Founder Your Fundraising list is shared with your workspace by default. Your co-founder can: - See the full pipeline and activity feed - Add notes and update records - See meeting history and email metadata (not email content, unless you adjust sharing settings) Learn more about [Collaboration & Sharing](/docs/using-micro/collaboration-sharing) --- ## Track Your Raise at a Glance - **Kanban view** — See all investors grouped by stage, drag to update - **Grid view** — Sort and filter by any property for data-heavy analysis - **List dashboard** — Overview of activity, emails needing response, and tasks due - **Home dashboard** — Your upcoming meetings and daily summary across everything --- > **Note:** The Fundraising template is designed for founders raising from both VCs and angels. If you're a VC raising from LPs, use the **LPs** template instead — it's optimized for institutional LP fundraising.