Guide · Seed round
How to track your seed round
To track a pre-seed or seed round, keep one list of investors with a stage, a fit score, an owner and a dated next follow-up for each, log every email, call and meeting against the investor, and add up commitments against the round target. Raisebook does this for free: create a round, import your list, and work it from the Triage, Board and Table views, or let your coding agent update it over MCP.
1. Set up the round#
Give the round a name (“Seed”), a target amount, an instrument (SAFE, priced round, convertible note), a cap or pre-money valuation and a target close date. Those numbers frame everything else: every commitment is counted against the target, and the close date tells you how much time is left.
2. Build the list#
Start from what you have: a spreadsheet, a list from an accelerator, names from your network. Export it as CSV and import it; Raisebook reads common headers (Name, Fund, E-mail, Cheque size, Met at, Status), lets you map the rest, previews every row and dedupes on email, LinkedIn and name + firm. No list yet? Start from the CSV template.
Then triage. Triage shows new investors one at a time; you decide with the number keys and can undo. Give each a fit score from 0 to 5 so the best matches rise to the top of every view.
3. Move investors through stages#
| Stage | What it means |
|---|---|
| New | On the list, not looked at yet. Triage decides who moves on. |
| Researching | Worth a look: check their recent deals, check size and thesis. |
| Contacted | You sent the first email or asked for an intro. |
| Replied | They answered. Book the meeting. |
| Meeting | A meeting is scheduled or happened. Record the outcome and the next step. |
| Diligence | They are digging in: data room, references, partner meeting. |
| Committed | They said yes. Record the amount against the target. |
| Passed | A no, or a not now. Keep the history: they may fit the next round. |
Rename, recolor or reorder stages to match how you work. On the Board you drag cards between stages (or press Alt+← and Alt+→); the Table sorts and filters the whole round at once.
4. Follow up on a cadence#
Most rounds are lost to silence, not to a no. Give every active investor a dated follow-up with a one-line note (“send the deck”, “ask about partner meeting”). Today and the ledger strip list who is due or overdue, so the morning starts with the right list. A simple rule that works: never leave an investor in Contacted, Replied, Meeting or Diligence without a next date.
5. Run the meetings#
Schedule a meeting from the investor's file and they move to Meeting. Today's meetings show on Today and on the board cards. After the call, record the outcome and the next step, which becomes the next follow-up. A private calendar feed puts every meeting in Google Calendar, Apple Calendar or Outlook. Meetings docs.
6. Watch the ledger#
The ledger strip above the pipeline shows committed against target, the funnel by stage and the follow-ups due. When an investor commits, record the amount; the strip adds it up.
Questions
Is there a free seed round tracker template?
Yes. Download the Raisebook CSV template, fill it in a spreadsheet, and import it into Raisebook when you are ready. It has the columns this guide recommends. Download the CSV template.
Can I track more than one round?
Yes. A workspace holds up to 50 rounds. Investors are contacts shared across rounds, so someone who passed at pre-seed keeps their history when you add them to the seed round.
Can my co-founder and I split the list?
Yes. Each investor in a round can have an owner, and the Table has an Owner column you can sort by. Filters live in the URL, so you can send a view to each other.
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