About the Funding Tracker template
Securing funding is one of the most critical and complex processes for any new venture. Keeping track of conversations, follow-ups, and interest levels across dozens of potential investors can quickly become overwhelming. The Funding Tracker template brings clarity to that chaos, providing a simple, visual framework within Miro’s innovation workspace to manage your entire fundraising pipeline from start to finish.
How to use the Funding Tracker template
Build your target list. Begin by adding every potential investor, VC, or fund to the Target List column.
Track your outreach. As you connect with each investor, move their card across the board to reflect the current stage: Reached Out, Pitched, and Followed up.
Log key details. Click on any card to add important notes, contact information, the amount of funding sought, and assign a team member to own the relationship.
Monitor interest levels. When an investor shows positive signs, move their card to the Interested column. This helps you focus your energy on the most promising leads.
Why use the Funding Tracker template?
Maintain a single source of truth. Keep every stakeholder and team member on the same page with a real-time, shared view of your fundraising status.
Never miss a follow-up. The visual pipeline makes it easy to see which conversations are stalling, ensuring no promising lead falls through the cracks.
Focus your efforts. By tracking the entire process in one place, you can easily identify which investors are most engaged and prioritize your time effectively.
