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 JenningsInvestor—May 15Personal intro
Zack MillerInvestor—May 10Ken VanPolen
Nathan HaddingSoft CircleFollow UpMay 8LinkedIn
Matt WalkerIn ConversationSend DeckMay 5Tech Summit
Ray & Cheryl BellInvestor—Apr 28Personal intro
Priya PatelIntro NeededSchedule CallApr 15Referral list
James ChenPassed—Mar 20Direct outreach
Sarah KimNot ContactedSend IntroJul 02Warm intro
Marcus JohnsonStalledInternal reviewJun 28Direct contact
Elena RodriguezPassed—Jun 15Referral list
David ThompsonSoft CircleFollow upJun 10LinkedIn
Jessica WongIn ConversationWaitingJun 05Email
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