Your dashboard updates in real time as you interact with investors. Every action you take across the platform—qualifying, contacting, advancing—feeds directly into your analytics.
How your dashboard works
This is where you move from activity to strategy. Here’s how to use your data.Review your Fit Assessment
Start by understanding who in your pipeline is a Strong Fit. These are your highest-probability conversations and where your energy should go first.
Analyze your Pipeline Funnel
Check the flow of investors through each stage. Look for bottlenecks—stages where too many investors are stuck signal a need to adjust your approach.
Master your funnel
Your Investor Pipeline visualization shows the health of your fundraise. It’s not just a count; it’s a measure of momentum. Watch investors move from Identified to Contacted to Interested. The goal is to create steady flow.Identified
Investors who match your criteria and have been added to your pipeline. This is the top of your funnel.
Contacted
Investors you’ve reached out to. Track conversion from this stage to gauge the effectiveness of your outreach.
Interested
Investors who have responded positively or moved into active conversations. These are your warmest opportunities.
Quality over quantity
The Fit Assessment chart is your qualifier. Our AI analyzes each investor against your profile, delivering a clear breakdown of alignment across your entire pipeline.Strong Fit
Your priority targets—these are your hottest leads with the highest probability of conversion. Focus your best outreach here.
Weak Fit
Helps you manage your energy. These investors are unlikely to align with your current round, so deprioritize accordingly.
Unclear Fit
Worth a deeper look. Limited data makes a definitive call difficult, but there may be hidden potential worth exploring.
Stay on top of your action
The Recent Activity feed and breakdowns by Geography, Stage, and Industry are your insight engines. They answer the key questions that keep your raise on track.Are you adding new leads weekly?
Are you adding new leads weekly?
A healthy fundraise requires a consistent pipeline of fresh prospects. Your activity feed shows whether your top-of-funnel is active or stalling. Aim to add new qualified investors every week to maintain momentum.
Is your focus aligned with the right sectors?
Is your focus aligned with the right sectors?
The Industry breakdown reveals where your effort is concentrated. If your startup is in fintech but most of your pipeline is generalist, it’s time to recalibrate and target sector-specific investors.
Are you diversified across geographies?
Are you diversified across geographies?
The Geography view helps you spot concentration risk. Broadening your geographic reach can unlock new pools of capital and reduce dependence on a single market.
Are you targeting the right investment stages?
Are you targeting the right investment stages?
The Stage breakdown ensures your pipeline is filled with investors who actually write checks at your stage. A seed-stage startup pitching growth-stage funds is wasting precious time.
This is how you manage your process professionally—identifying strengths and opportunities in your strategy at a glance, not buried in spreadsheets.
Your next step
Your dashboard is live. Here’s your action plan for this week.Review your Fit Assessment
Open your dashboard and look at the Fit Assessment breakdown. Identify your Strong Fit investors—these are your priority outreach targets.
Focus your next outreach block
Dedicate your next outreach session exclusively to Strong Fit investors. Personalize each message using the AI’s reasoning for their fit score.
Check your Pipeline Funnel
Which stage has the least movement? That’s your tactical priority for the week. If investors are stuck at Contacted, refine your follow-up cadence. If the top of funnel is thin, go back to identification.
Ready to put your data to work? Head to your Analytics Dashboard and let the numbers guide your next move.