How to Build an Investor CRM (With Template) | The Four Product Discovery Models: Where Your Company Really Operates.

Summary

In this episode, Sahil S explains that successful fundraising is 80% organization and introduces a simple investor CRM built in Google Sheets, complete with a downloadable template. He walks listeners through essential columns—contact info, investor type, referrer, and stage—showing how to track interactions from lead to soft commit and keep follow‑ups organized. The key takeaway is that a lightweight, searchable spreadsheet can prevent missed opportunities and streamline the fundraising workflow without costly software. Sahil’s practical, founder‑focused perspective emphasizes disciplined record‑keeping as the hidden engine behind effective capital raising.