Funding OS is a tool that helps you to acquire and manage venture capital for your upcoming project or current business.

If you want to acquire venture capital instantly try Funding OS Pro with more than 25,000 investor contacts supercharged.

It works like a CRM system that is adjusted to the demands of fundraising. The tool supports you in all steps of the process. 

Supports Pre-Seed / Seed / Series A / Series B rounds.The average of funding achieved is between $ 10,000 and $ 2,500,000.

Funding OS is based on Notion - the number one information management tool for individuals and teams. It is shipped as a template which can be duplicated and used in Notion in one click.

Dashboard View

Background

We are working as consultants for founders and startups since five years and helped to successfully raise funds for their businesses amongst other things.

In order to manage investor relations and to collaborate with business owners we tried multiple approaches and software tools. What has worked best for our clients and us was this Notion template.

How it works

To successfully close a fundraising round you will be in touch with many potential investors. Funding OS ties investment companies, contacts and activities together in a nifty way in order for you to maintain overview of all proceedings. The architecture of the tool automatically steers you towards winning the funding rounds.

Funding OS is based on the approach of traditional CRM systems (such as Salesforce, Hubspot, Freshworks, ZOHO) with adjustments for the particular needs of investor relationship management.

Features

• Dashboard
  See the status of your funding rounds, your investor relations and your upcoming activities at a glance. Quickly add new activities or investor opportunities from here.
  

• Funding
  Manage funding rounds and understand where you are in the process of closing the desired deal(s) to receive the funding. Supports Seed / Series A / Series B funding rounds.
  

• Investors
  Find all your investors in one place and quickly add potentially candidates. Manage the full process of landing a deal with each investor through the status pipeline (researched, contacted, pitched, diligence, won).
  

• Contacts
  As you will be in touch with employees of fundraising organisations this is to manage the relationship with them (email, LinkedIn, Twitter, phone, etc) as well as to take notes and follow up on important activities.
  

• Activities
  Scheduling an email campaign or pitching to investors can be planned within this section of the tool. It helps you to keep track and follow up on opportunities.
  

All features have intersection points with each other. Example: Contacts are associated with activities and investors. Through this relation you can also see which activities are coming up for a particular investor.

This package contains a database of more than 25,000 investor contacts (variety of investment topics available, see data specification below) and more than 1,000 investors with blockchain focus.

Funding OS Pro is a tool that helps you to acquire and manage venture capital for your ideas / projects / current business.

It works like a CRM system that is adjusted to the needs of handling investors. The tool supports you in all steps of the fundraising process and provides all relevant investor contacts.

With this you acquire funding quickly and use the data for building and managing relations with investors easily, for sending mail campaigns or even for getting inspiration about what investors are looking for.

The data is made available to you as a Notion database. But you can also download it as CSV or XLSX to use it with any spreadsheet app like Excel, Numbers, Open Office Calc, Google Sheets / any mailing service like GMail, Mailchimp, HubSpot, MailJet and with any CRM system that can import CSV or Excel data.

Summary

Ideal Usage

• In round of Pre-Seed / Seed / Series A / Series B
• Ideal funding goal between $ 10,000 and $ 2,500,000
• Usable for any idea / project / business
• New (included as free update): special database with investors focussing on blockchain / decentralized applications - dApps, decentralized finance - DeFi / non-fungible tokens - NFT / any crypto token

Package Content

• Total Investor Profiles: 25,000 (and more)
• Total Blockchain Investors: 1,000 (and more)
• available as CSV and XLS download
• segmented by industry (investment focus), type, stage, region

Dashboard View

Data Specification & Segmentation

Available Data

• Company Name
• Description of operation fields
• Categories
• Tags
• Region (region / country / local area)
• E-Mail address
• Founders
• Website
• Social Profiles (LinkedIn, Twitter, Facebook)
• Year of founding
• Investments: total investments, total exits

Available Industries

• Automotive and Transport
• Business
• Communications
• Consumer
• Data
• Education
• Energy and Environment
• Finance
• Food and Beverage
• Hardware
• Health
• Industry
• Information Technology
• Insurance
• Lifestyle
• Marketing and Advertising
• Media and Entertainment
• Medical
• Pharmaceutical
• Real Estate
• Retail
• Security
• Social
• Social Media
• Software
• Sports
• Web and App

Available Types

• Accelerator
• Angel Group
• Crowdfunding
• Family Investment Office
• Incubator
• Investment Bank
• Micro VC
• Startup Competition
• University Program
• Venture Capital

Available Stages

• Seed
• Early Stage
• Late Stage
• Initial Public Offering (IPO)
• Initial Coin Offering (ICO)
• Other

Available Regions

Local segments refers to the respective headquarters of the respective companies. This does not imply any local restrictions for a project to be funded as most of the investors are acting globally anyways.

Regional segmentation includes continent, country, district and city (if applicable) for following main areas:

• Europe (non-EU)
• Europe (EU)
• North America
• South America
• Asia / South Asia
• Australasia
• Middle East
• Africa
• Caribbean
• Other

New: Blockchain Venture Capital Investors

This package now includes investors with special interest about blockchain projects.

The respective data contains an additional row blockchain with values from 1-3 which reflect the investors experience in blockchain projects and businesses as follows:

• blockchain=1 TOP investors, invested in blockchain projects frequently
• blockchain=2 Invested in blockchain projects recently
• blockchain=3 Indicated they will invest in blockchain projects

Content of this package

Import All Investor Profiles To Your Notion (25,000 and more)

• notion.txt

Download All Investor Profiles (25,000 and more)

• investors.csv
• investors.xlsx

Download Blockchain Focussed Investor Profiles (1,000 and more)

• blockchain.csv
• blockchain.xlsx

Other content

The data is also made available for download in segments by industry or region and additionally in chunks of 1,000 contacts in each file. This way it is secured any app struggling with large files is able to handle it (e.g. Notion).

• regions.zip (12 files)
• industries.zip (27 files)
• chunks.zip (26 files)