How to Build a Pitch Deck Tracker

Step-by-step guide

6 steps

1. 1

   Map your fundraising pipeline

   Investor pipeline stages: Research → Introductory Email → First Meeting → Follow-up Meeting → Due Diligence → Term Sheet → Closed/Passed. These become your pipeline stages.

2. 2

   Describe the tracker to Appaca

   Tell Appaca: "Build a fundraising tracker with investors (fund name, partner name, investment focus, check size, status, source of introduction), meeting notes per investor, feedback log, a dashboard showing investors by stage and total committed vs target, and a next-action tracker."

3. 3

   Build your investor target list

   Add every investor you are targeting or have contacted. Include their fund name, focus area, check size, and how you were introduced.

4. 4

   Log every meeting with notes

   After each investor meeting, log the date, attendees, key points discussed, objections raised, and feedback on the deck or business model.

5. 5

   Track feedback on your pitch

   Note recurring feedback themes across investor meetings. If 10 investors all ask the same question, that is a signal your deck needs to address it more clearly.

6. 6

   Manage follow-ups and next actions

   For each investor relationship, maintain a clear next action with a due date. Investors who go quiet need periodic follow-up - the tracker keeps you on track.