09 — Business
Investor Pipeline
Total Prospects
—
Qualified
—
Active Discussions
—
Due Diligence
—
Potential Capital
—
Weighted Pipeline
—
Pipeline Stages
IDENTIFIED → QUALIFIED → INTRODUCTION → CONTACTED → MEETING → FOLLOW-UP → DUE DILIGENCE → TERM DISCUSSION → COMMITTED → INVESTED
Investor Register
| Investor | Type | Country | Stage | Potential Amount | Probability | Next Action |
|---|---|---|---|---|---|---|
| No investor records entered yet. | ||||||
Required Record Fields
Investor • Type • Country • Sector focus • Typical ticket • Contact person • Source/introduction • Stage • Probability • Potential amount • Last contact • Next action • Next action date • Documents shared • Notes.
Weighted pipeline = potential investment × probability.