Advice and answers from the Slidebean Team
The Investor Tracker helps you easily filter a large database with investor profiles, to show you the most relevant ones to research.
Start by Adding Investors. You can manually add contacts and prospects you may already have, or find them with our database. Use the 'Find Suitable Investors' option to be able to filter the results and match the profiles with your company.
Review the list provided after completing the survey and select the ones you're interested in, to add them to Your List.
On your list, click on each investor to see the details and manage notes, reminders, and more.
The details provided for each investor include LinkedIn and/or Angel profiles, industries of their investments, locations of operation, and some investments in their portfolio.
Update the contact Status to keep track of your research and potential contacts with each investor. Your notes, follow-ups, reminders, and other status updates will be shown as a timeline.
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