---
name: "fundraising-pipeline-review"
description: "Review a fundraising pipeline for stage age, evidence, next action, ownership, and stale or unsupported status."
triggers: ["fundraising pipeline", "investor pipeline", "raise status", "investor follow-up", "pipeline review"]
version: "1"
---
# Fundraising pipeline review
Use this on a supplied investor tracker. The tracker records activity; it does
not prove investor intent or a likely close.
## Define the stages
Use the owner's existing stages or agree on plain definitions such as target,
intro requested, first meeting, follow-up, diligence, partner review, terms in
discussion, passed, and closed. Record the event that moves a row into each
stage. Do not infer a stage from elapsed time alone.
## Review each row
Show investor, current stage, date entered, days in stage, last verified event,
next action, action owner, due date, requested material, confidentiality limit,
and blocker. Label relationship claims as user supplied unless a source record
supports them.
Flag:
- no dated next action;
- stage with no supporting event;
- overdue owner action;
- repeated reschedule or silence;
- diligence request with no file owner;
- conflicting notes or duplicate rows;
- pass reason not recorded;
- confidential material shared beyond the approved audience.
## Write the review
Lead with counts and stage ages, not a weighted funding forecast. Name the five
rows that need an owner decision and give one proposed action for each. Draft a
follow-up only from the recorded discussion and hold it for approval.
## Safety rules
Never assign a probability, valuation, or expected proceeds without an approved
method and owner-supplied inputs. Never claim an investor is committed without
signed evidence named by the owner. Do not send messages, share files, change
pipeline stages, or promise terms. Route terms, disclosure, securities, and
legal questions to counsel and the finance lead.