Compare · investor tracker spreadsheet vs investor CRM
Investor CRM vs spreadsheet or Notion template
A spreadsheet or a Notion or Airtable template is the usual first investor tracker, and it works for a short list. It gets hard to keep current as the list grows: follow-ups slip, notes scatter, duplicates creep in and the history of who said what is lost. Raisebook is a free investor CRM that imports the same CSV, then adds stages, follow-up dates, meetings, an append-only timeline per investor, dedupe and an MCP server, while staying exportable to CSV and JSON at any time.
Side by side#
| Raisebook | Google Sheets / Excel | Notion or Airtable template | |
|---|---|---|---|
| Price | $0. No paid tier, no seat price | Free (Google Sheets) or part of Microsoft 365 | Free plans exist; templates vary |
| Stages and pipeline view | Built in: Triage, kanban Board, Table | Columns you maintain | Board and table views you build |
| Follow-up reminders | Follow-up date and note per investor; Today lists who is due | Manual (conditional formatting) | Manual (date fields and filters) |
| History per investor | Append-only timeline of calls, emails, meetings, notes | Overwritten cells | Page notes |
| Dedupe | On email, LinkedIn, name + firm | Manual | Manual |
| Meetings and calendar feed | Yes, with .ics and a private feed for Google, Apple or Outlook | No | Not built in |
| Export | CSV and JSON, any time | Yes | Yes |
Competitor facts are from their public pages as they read on 2026-10-15. Prices and plans change; check the sources below before you decide.
When a spreadsheet or Notion template fits better#
- You are contacting fewer than a couple of dozen investors and want nothing new to learn.
When Raisebook fits better#
- Your list is past the point where you remember who needs a follow-up.
- A co-founder or advisor works on the raise with you.
- You want your coding agent to log calls and set follow-ups.
Raisebook has no investor database and never emails investors for you. It tracks the raise: rounds, stages, follow-ups, meetings, notes and commitments, with an MCP server for your agent and cited investor research on your own key.
Sources#
Raisebook facts are from its pricing and limits and docs. The spreadsheet and template columns describe what those tools do without extra setup.
Questions
Can I import my investor spreadsheet?
Yes. Export it as CSV and drop it in. Raisebook reads common headers (Name, Fund, E-mail, Cheque size, Met at, Status), lets you map the rest, and previews every row before writing.
Can I go back to a spreadsheet later?
Yes. Export any round or the whole workspace as CSV or JSON at any time.
Start your raise.
Free forever. Sign in with an email link or Google, import a CSV or start from a sample workspace of fictional investors.