---
title: Micro for Fundraising | micro
description: Track your fundraise from first outreach to term sheet — with AI that keeps your pipeline updated automatically.
---

## 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:

| 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

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

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](/using-micro/skills-context-docs/index.md)

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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](/using-micro/collaboration-sharing/index.md)

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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

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Tip

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.