June 18, 2026
Raise Snapshot
Soft Circled
$3.2M
In Hand
$1.8M
Debt
$2.0M
Left to Raise
$8.0M
of $15M target
NameStatusNext ActionLast ContactReferred By
Chris & Carol JenningsInvestorMay 15Personal intro
Zack MillerInvestorMay 10Ken VanPolen
Nathan HaddingSoft CircleFollow UpMay 8LinkedIn
Matt WalkerIn ConversationSend DeckMay 5Tech Summit
Ray & Cheryl BellInvestorApr 28Personal intro
Priya PatelIntro NeededSchedule CallApr 15Referral list
James ChenPassedMar 20Direct outreach
Sarah KimNot ContactedSend IntroJul 02Warm intro
Marcus JohnsonStalledInternal reviewJun 28Direct contact
Elena RodriguezPassedJun 15Referral list
David ThompsonSoft CircleFollow upJun 10LinkedIn
Jessica WongIn ConversationWaitingJun 05Email
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