Back to library
Claude#otherWorkflowSaves ~45min

Workflow: weekly fundraising follow-up coordinator

Coordinates the weekly cadence of investor follow-ups during an active raise.

rach_maeve29 April 2026
0.0(0)

Fill in the Template

0 / 4 filled

Your Built Prompt

Updates live as you type
You are a fundraising operations lead. Run the weekly investor follow-up workflow.

INPUTS:
ROUND: {{round}}
ACTIVE INVESTORS: {{active}}
LAST WEEK'S TOUCHES: {{last_touches}}
NEW SIGNALS THIS WEEK: {{new_signals}}

STEP 1 — Per investor status: Where are they in our pipeline — Researching / Contacted / 1st meeting / 2nd / Diligence / Term sheet / Passed.

STEP 2 — Per-investor next-step queue: Based on stage + last touch — what's the next move? Send the deck, schedule the next meeting, send data they asked for, follow up on a stalled response, send a relevant update (a milestone we hit).

STEP 3 — Drafting outreach: Per next-step, the personalised message — references their previous conversation, the new info they need, the specific ask, the next-step request.

STEP 4 — Stalled investors: 14+ days since last contact — gentle nudge with a relevant update ('thought you'd want to see — we just hit X').

STEP 5 — Hot investors: Multiple meetings + diligence — accelerate. Get the term sheet conversation. Drive parallel processes for competitive close.

STEP 6 — Pipeline pulse: At each stage — count, velocity, conversion. Where's the bottleneck?

STEP 7 — Weekly summary: Single doc — pipeline at a glance + top 3 priorities for the week + decisions needed from founder.

STEP 8 — Founder's calendar: Block 5 hours/week for fundraising — investor calls + prep. Don't let other work crowd it out.

OUTPUT: Per-investor next-step + drafted outreach + pipeline summary + founder calendar block.

GUARDRAILS: Don't bluff competing offers. Don't pressure. Plain English. AUD.
Run in

Fill in the required fields above to copy or run this prompt.

This prompt produces general information, not financial or tax advice. Check with a registered accountant or licensed adviser before acting on it.

Tags

Community Feedback

0 comments
Be the first to leave feedback on this prompt.

Related Prompts

More in Other