Fundraising CRM
Mossgrove Labs · Startup fundraising · Boston, MA
Avery Lindqvist tracks every investor conversation and what is committed against the round target.
Use this templatePipeline
InvestorsNoura Bashir
Mei-Ling Zhao
Anders Holm
Felix Aranda
Gideon Marsh
Leilani Kahale
Oskar Lindgren
Hana Takeuchi
Isaac Brightwell
Bertrand Ossei
Corinna Valdez
Camille Duret
Tables
Investors
12 sample rows · 16 columnsEach investor, where they stand in the process and what they may invest.
| Investor | Firm | Stage | Check size min | Check size max | Sector | Stage focus |
|---|---|---|---|---|---|---|
| Bertrand Ossei | Ossei Family Office | $150,000 | $300,000 | |||
| Isaac Brightwell | Brightwell Growth | $200,000 | $500,000 | |||
| Corinna Valdez | Larchwood Ventures | $250,000 | $500,000 | |||
| Anders Holm | Holm & Berg | $100,000 | $250,000 | |||
| Hana Takeuchi | Kitewing Capital | $300,000 | $750,000 | |||
| Leilani Kahale | Pacific Rim Fund | $200,000 | $400,000 | |||
| Felix Aranda | Aranda Syndicate | $25,000 | $100,000 | |||
| Oskar Lindgren | Lindgren Angels | $75,000 | $200,000 | |||
| Gideon Marsh | Marsh Angel Network | $50,000 | $150,000 | |||
| Mei-Ling Zhao | Zhao Impact Capital | $100,000 | $300,000 | |||
| Noura Bashir | Basalt Partners | $400,000 | $900,000 | |||
| Camille Duret | Duret Industrial Fund | $500,000 | $1,000,000 |
Rounds
3 sample rows · 8 columnsEach fundraising round with its goal and what is committed.
| Round | Status | Target | Investors | Target close | Lead |
|---|---|---|---|---|---|
| Seed extension | $1,800,000 | — | Dec 31, 2026 | Avery Lindqvist | |
| Pre-seed round | $600,000 | — | Sep 12, 2025 | Avery Lindqvist | |
| Series A preparation | $9,000,000 | — | Sep 2, 2027 | Sunil Ramaswamy |
Interactions
8 sample rows · 5 columnsEvery call, email and meeting with an investor.
| Interaction | Investor | Date | Type |
|---|---|---|---|
| Reference call with Isaac | Isaac Brightwell | Oct 12, 2026 | |
| Term sheet call with Bertrand | Bertrand Ossei | Oct 9, 2026 | |
| Data room walkthrough with Hana | Hana Takeuchi | Oct 3, 2026 | |
| Coffee with Oskar | Oskar Lindgren | Sep 29, 2026 | |
| Intro email to Gideon | Gideon Marsh | Sep 25, 2026 | |
| Pitch email to Bertrand | Bertrand Ossei | Sep 21, 2026 | |
| Partner meeting at Larchwood | Corinna Valdez | Sep 7, 2026 | |
| Intro call with Corinna | Corinna Valdez | Aug 20, 2026 |
Updates
3 sample rows · 6 columnsMonthly investor updates with revenue, burn and runway.
| Update | Monthly revenue | Monthly burn | Cash in bank | Sent to investors |
|---|---|---|---|---|
| Update on the first pilot results | $41,800 | $62,000 | $410,000 | Yes |
| Update on the hardware milestone | $46,200 | $64,500 | $380,000 | Yes |
| Update on pipeline and runway | $51,400 | $66,000 | $352,000 | No |
Cap table
5 sample rows · 4 columnsWho owns what, by class of share.
| Holder | Shares | Class | Percent owned |
|---|---|---|---|
| Avery Lindqvist | 4,200,000 | 42% | |
| Sunil Ramaswamy | 2,200,000 | 22% | |
| Employee option pool | 1,000,000 | 10% | |
| Larchwood Ventures | 1,500,000 | 15% | |
| Early angels | 1,100,000 | 11% |
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