LP Funnel
| Name ↕ | GP ↕ | Active Deals | Actions |
|---|
| Name ↕ | Email ↕ | GP ↕ | Status ↕ | Notes | Actions |
|---|
| Name | Typical Check | Accredited | Angel Exp. | PE/VC Exp. | Actions |
|---|
Gmail Integration: Connect your Google Workspace account via Gmail API OAuth.
Compose Email
Email Preview
Partner Track
Access & Conviction
| Date & Time | Title | Scheduled By | Deal | Guests | Meet Link | Actions |
|---|
Import Deals
Upload an Excel or CSV file. Rows with a name already in the system will be skipped.
📊
Drop file here or click to browse
.xlsx, .xls, .csv supported
Import LPs & Contacts
Upload an Excel or CSV file. Rows with a duplicate email will be skipped.
👥
Drop file here or click to browse
.xlsx, .xls, .csv supported
Column Reference Guide
Deals File Columns
LPs / Contacts File Columns
Tip: Column names are case-insensitive. "Founder Email", "founderEmail", and "founder_email" all work. The first row must be column headers.