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Quick Setup

1

Create a Fundraising List

Press Cmd+K, type “new list”, and select the Fundraising template. It comes pre-configured with stages, properties, and views.
2

Add Investors

Add investors from your contacts, import a CSV from your spreadsheet, or let Auto-Add pull them in automatically from email activity.
3

Connect Your Email

If you haven’t already, connect your Gmail in Settings → Connected Accounts. Micro uses your email and calendar activity to keep your pipeline updated.

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Your Fundraising Pipeline

The Fundraising template comes with stages designed for a typical venture raise:
StageWhat it means
ProspectingResearching investors before reaching out
InboundInvestor initiated contact
ConversationsActive back-and-forth about your company
Meeting ScheduledFormal meeting or pitch is set
Meeting CompleteYou’ve had the meeting
InterestedClear signal of investment intent
Handshake DealTerms agreed, awaiting docs or wire
InvestedFunds received
DeadInvestor passed
No StageNot yet categorized
Switch between Pipeline (kanban) and All Investors (grid) views using the tabs at the top.

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Investor Intelligence

Every investor in your pipeline is automatically enriched with data points that matter for fundraising:
  • Investor type — Angel, VC, PE, etc.
  • Check size — Typical investment amounts
  • Rounds they invest in — Seed, Series A, etc.
  • Rounds they lead — Know who can lead your round
  • Investment focus — Sectors and stages they care about
  • Company funding data — Total raised, last round, valuation
This data is enriched automatically — no manual research needed.

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AI Autofill

The Fundraising template comes with AI Autofill enabled on key properties:
  • Status — Automatically moves investors through your pipeline based on email and meeting activity. If you schedule a meeting, the investor moves to “Meeting Scheduled.” If they pass, they move to “Dead.”
  • Investment Amount — Extracted from discussions and term sheets
  • Next Steps — AI suggests what to do next based on your latest interaction
  • Pass Reason — Captured when an investor clearly declines
The template also includes Likelihood to Close (0–100%) and Priority (Urgent through None) for manual tracking. Autofill runs when new emails and calendar events come in, so your pipeline stays current without manual updates.

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Auto-Add Investors

Set up Auto-Add on your Fundraising list to automatically add investors based on your activity. For example:
  • Anyone you exchange emails with about fundraising
  • Anyone you have a meeting with who works at a VC firm
  • Anyone referred to you by an existing investor
Open your list settings and click Auto-Add to describe who should be added.

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Prep for Investor Meetings

Before a meeting, click the Meeting Prep button on the event page. The AI will:
  • Research the investor and their firm
  • Surface your email history and past interactions
  • Highlight their investment thesis and portfolio
  • Suggest talking points
You can also add a Context Doc to your Fundraising list with details about your raise (target amount, valuation, use of funds, key metrics). The AI references this when preparing for meetings and drafting emails. Learn more about Context Docs

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Email Investors from Micro

Manage all investor communications without leaving Micro:
  • Compose — Press C to draft a new email
  • Schedule Send — Time your emails for optimal delivery (Monday morning, etc.)
  • Custom Email Views — Create a view filtered to just investor conversations
  • AI Drafts — Ask the AI to draft follow-up emails, thank-you notes, or investor updates

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Share with Your Co-Founder

Your Fundraising list is shared with your workspace by default. Your co-founder can:
  • See the full pipeline and activity feed
  • Add notes and update records
  • See meeting history and email metadata (not email content, unless you adjust sharing settings)
Learn more about Collaboration & Sharing

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Track Your Raise at a Glance

  • Kanban view — See all investors grouped by stage, drag to update
  • Grid view — Sort and filter by any property for data-heavy analysis
  • List dashboard — Overview of activity, emails needing response, and tasks due
  • Home dashboard — Your upcoming meetings and daily summary across everything
The Fundraising template is designed for founders raising from both VCs and angels. If you’re a VC raising from LPs, use the LPs template instead — it’s optimized for institutional LP fundraising.