We think that the parameter "Status" is one of the most important, as you can track every investor and filter those with who you are interacting with or who are not in your industry/stage, or who are investing at later stages. Do not delete investors at later stages from your database. You can send them information letters to keep them in the loop with your progress. And it may happen that some of them will be interested in your startup at an early stage.
Such parameters as Status, Location, Source of the contact, Interest fields, Stage of investment will help to create more personalized reach-out campaigns.
We also track every interaction with potential investors, recording it in the column "Interactions". Thus we can keep the complete history of our communication with the contacts.
Read more tips for a fundraising CRM template here: https://www.airtable.com/templates/entrepreneurship/expQrNqXl4bUBrb8B/fundraising-crm
