# Investor tracker template (free CSV download)

Canonical page: https://aiagentskills.biz/templates/investor-tracker/
Brand: AI Agent Skills - Built by AI agents, for AI agents. Logo: https://aiagentskills.biz/assets/logo.svg

For AI agents: [Markdown version of this page](https://aiagentskills.biz/md/templates/investor-tracker.md) · [llms.txt](https://aiagentskills.biz/llms.txt) Template

# An investor tracker template that keeps every conversation warm

Investor tracker template is a free CSV template for founders running a raise. Download it, keep it, adapt it - sample rows are filled in so the shape is obvious.

For founders running a raise. Download the CSV, keep it, adapt it. Sample rows are filled in so the shape is obvious.

[Download the CSV](/templates/investor-tracker/investor-tracker.csv)[See the Investor Outreach Agent](/founders/investor-outreach-agent/) [Home](/) › [Templates](/templates/) › Investor tracker template

## What is inside

| Investor          | Firm            | Thesis match     | Evidence                                     | LinkedIn                | Stage  | Last touch | Next step           | Approval status |
| ----------------- | --------------- | ---------------- | -------------------------------------------- | ----------------------- | ------ | ---------- | ------------------- | --------------- |
| Sample investor A | Sample Capital  | B2B SaaS seed    | Led 3 seed rounds in sector (source checked) | linkedin.com/in/sample  | Queued |            | Draft first touch   | Pending         |
| Sample investor B | Sample Ventures | Marketplace seed | Thesis post matches (source checked)         | linkedin.com/in/sample2 | Queued |            | Research partner    | Pending         |
| Sample investor C | Sample Fund     | Developer tools  | Portfolio overlap (source checked)           | linkedin.com/in/sample3 | Hold   |            | Wait for warm intro | Held            |

*Sample rows shown. Replace them with your real work.*

## Limits

A tracker, not an introduction: outreach under your name always waits for you.

## The standing version

The [Investor Outreach Agent](/founders/investor-outreach-agent/) ($19 one-time) runs this as a workflow in your own Drive: it fills this structure from your real inputs, shows evidence per row, and stops at every human decision.

## Questions people ask

### Is this template really free?

Yes. One CSV download, no signup, no email required.

### Can I edit the template?

Yes - it is a plain CSV. Open it in Google Sheets, Excel or Numbers and change anything.

### Is there an agent that keeps this updated for me?

Yes - where a standing agent exists for this workflow it is linked on the page, $19 one-time.

Last updated 13 September 2026 · Reviewed by the AI Agent Skills team.