Micro for Fundraising
Track your fundraise from first outreach to term sheet — with AI that keeps your pipeline updated automatically.
Quick Setup
Section titled “Quick Setup”-
Create a Fundraising List
Press
Cmd+K, type “new list”, and select the Fundraising template. It comes pre-configured with stages, properties, and views. -
Add Investors
Add investors from your contacts, import a CSV from your spreadsheet, or let Auto-Add pull them in automatically from email activity.
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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.
Your Fundraising Pipeline
Section titled “Your Fundraising Pipeline”The Fundraising template comes with stages designed for a typical venture raise:
| Stage | What it means |
|---|---|
| Prospecting | Researching investors before reaching out |
| Inbound | Investor initiated contact |
| Conversations | Active back-and-forth about your company |
| Meeting Scheduled | Formal meeting or pitch is set |
| Meeting Complete | You’ve had the meeting |
| Interested | Clear signal of investment intent |
| Handshake Deal | Terms agreed, awaiting docs or wire |
| Invested | Funds received |
| Dead | Investor passed |
| No Stage | Not yet categorized |
Switch between Pipeline (kanban) and All Investors (grid) views using the tabs at the top.
Investor Intelligence
Section titled “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.
AI Autofill
Section titled “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.
Auto-Add Investors
Section titled “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.
Prep for Investor Meetings
Section titled “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
Email Investors from Micro
Section titled “Email Investors from Micro”Manage all investor communications without leaving Micro:
- Compose — Press
Cto 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
Share with Your Co-Founder
Section titled “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
Track Your Raise at a Glance
Section titled “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