What is inside
| Investor | Firm | Thesis match | Evidence | 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 ($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.