Track investors on your pipeline

The Pipeline board tracks each investor from first contact to commitment. Each active raise has its own board. Using the pipeline is free.

The stages

Stage	Use it for
To contact	Investors you plan to reach out to. New investors land here.
Contacted	You've sent a first message.
In discussion	They've replied and you're talking.
Meeting	You have a meeting booked.
Committed	They've committed money.

The Pipeline Overview at the top counts how many investors have reached each point (for example, everyone in Meeting or Committed counts as a meeting scheduled).

If you have more than one active raise, use the raise switcher at the top to change boards.

Add investors

You add investors to the pipeline from:

• Match Runs: click Add to pipeline on a result, or Add all High fit.
• Investors: select investors and click Add to pipeline.
• BYO Lists: click + Pipeline on a row, or Add all High fit to pipeline.

Investors already on the board are skipped. You can add up to 500 at a time.

Move investors along

• Drag a card to another stage, or
• click ⋯ on the card and choose Move investor.

From the ⋯ menu you can also Mark as passed (if an investor declines) or Delete investor. Deleting removes its stage, commitment, and notes.

Record a commitment

When you move a card to Committed, HeyInvest asks for:

• Commitment Amount: for example $250,000, 250k, or 1.5M,
• Commitment Date,
• Add Notes (optional).

Click Confirm commitment. Committed amounts count toward the funding progress on your Dashboard.

If you later move a card out of Committed, its amount and date are cleared.

Search, filter, and export

• Use Search to find a firm, contact, or sector.
• Click Filter to narrow by investor type, sector, stage, or commitment.
• Click Export to download the cards you can see as a CSV file.