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Fundraising Pipeline Workflow

Fundraising pipeline management with investor targeting, outreach tracking, and close coordination

Complexity: Complex | Duration: 30m+ | Category: Professional/Hr

Tags: #fundraising #pipeline #investors #outreach #close

Workflow Diagram​

Steps​

Step 1: Define ideal investor profile​

Agent: fundraising

coordinator - Specify stage, sector, check size, value-add

Step 2: Research investors​

Agent: investor

researcher - Build list of target VCs, angels, strategics

Step 3: Prioritize targets​

Agent: fundraising

coordinator - Rank by fit, warm intro availability

Step 4: Outreach coordination​

Agent: outreach

specialist - Sequence intros, send decks, schedule meetings

Step 5: Track pipeline​

Agent: pipeline

manager - Log stage (intro, pitch, diligence, term sheet, closed)

Step 6: Manage meetings​

Agent: fundraising

coordinator - Schedule pitches, prepare materials, debrief

Step 7: Negotiate terms​

Agent: ceo

advisor - Compare term sheets, negotiate with lead investor

Step 8: Coordinate close​

Agent: fundraising

coordinator - Manage legal docs, wire transfers, closing

Usage​

To execute this workflow:

/workflow professional/hr/fundraising-pipeline-workflow.workflow

See other workflows in this category for related automation patterns.