Pipeline tracker

Skill oncesylvia/fundraising-skills/skills/pipeline-tracker

Run a fundraise like a sales pipeline — track every investor conversation, its stage, the next action, and follow-up timing in a simple file-based CRM. Use when a founder says "track my fundraising", "set up an investor CRM", "who do I need to follow up with", "update my pipeline", or wants to manage investor outreach and momentum. Produces and maintains a plain-text/CSV tracker, no SaaS required.From its SKILL.md

Install

npx -y skills add oncesylvia/fundraising-skills --skill pipeline-tracker

Assembled from the repository path, not quoted from the project. Check it against their README if it does not work.

One thing to look at

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SKILL.md

3.9 KB, 880 tokens by cl100k_base, as published. Nobody here has run it

Fundraising pipeline tracker

A raise is a sales process, and the founder is running it against time. Momentum is everything: a tight, parallel process creates urgency; a slow, serial one leaks energy and signals weakness. This skill sets up and maintains a simple file-based CRM so nothing falls through and the founder always knows the next action.

Read shared/references/outreach-ethics.md — follow-up discipline here must stay on the right side of persistent-vs-pestering.

Set it up (first run)

Create a tracker file in the user's project (default: fundraising-pipeline.csv, or Markdown table if they prefer). Use the template in references/pipeline-template.md. Columns:

Field	What it holds
Investor	Firm or angel name
Partner	The specific person you're working
Tier	A / B / C (from `investor-targeting`)
Stage	Pipeline stage (see below)
Source	How you got in (warm intro via X / cold / inbound)
Last contact	Date of last touch
Next action	The single next thing you owe
Next action date	When to do it
Check / interest	Indicated check size or interest level
Notes	Anything said — objections, who they cc'd, asks

Pipeline stages

Keep it simple and linear; every investor sits in exactly one:

Researched — qualified as a fit, not yet contacted.
Contacted — first outreach sent (cold or intro requested).
Engaged — they replied / a call is booked.
Met — first meeting done.
Diligence — follow-up meetings, data room, partner meeting.
Term sheet / Committed — verbal or written commitment.
Passed — they said no (record why — it's signal).
Dormant — no response after the follow-up sequence ended.

Running it (ongoing)

When the founder gives an update ("had a call with X", "Y passed", "Z asked for the deck"), you:

Update the row — move the stage, set Last contact, write the Notes.
Set the next action + date — every active investor must have a next action owned by the founder. No row in stages 2–6 should have an empty next action.
Surface what's due — list who needs a follow-up today/this week, and draft it via the cold-email or warm-intro skill if asked.
Watch the funnel — report simple counts (e.g., 24 researched, 11 contacted, 4 met, 1 in diligence) so the founder sees conversion and knows whether to add more top-of-funnel.

Momentum coaching (the point of tracking)

Run in parallel, not serial. Batch outreach so meetings cluster — multiple interested investors at once creates real (not fake) urgency and better terms.
Mind the follow-up cadence. Persistent = two value-adding follow-ups, then stop (per the cold-email sequence). Pestering = more. The tracker enforces the gap, not just the nudge.
Log every pass and why. Five passes for the same reason = a pitch or targeting problem to fix, not just bad luck.
Keep top-of-funnel full until you have committed term sheets. A thin pipeline tempts founders to over-chase one lukewarm investor.

Output

On setup: the tracker file, created and explained.
On update: confirm what changed, then a short "due now / due this week" action list and the current funnel counts.
Never invent investor names or activity to fill the tracker — it holds only what the founder reports or what was researched (with sources) in investor-targeting / investor-research.

What ships with it: 1 file

2.3 KB alongside SKILL.md

references/

pipeline-template.md2.3 KB

Gives 0 of the 12 instructions most sales audience skills give in 880 tokens

Counted across 401 of the 401 authors here whose files we hold, read 2026-08-07

Read product marketing context before asking questionsin 21 of 401, across 11 files
Acknowledge competitor strengths honestlyin 18 of 401, across 7 files
Start every page with a summaryin 15 of 401, across 4 files
Use a single, low-friction call to actionin 15 of 401, across 7 files
Create a single source of truth for each competitorin 14 of 401, across 3 files
Make each follow-up email add new valuein 11 of 401, across 5 files
Cut any sentence that does not drive a replyin 10 of 401, across 4 files
Tie personalization directly to the problemin 10 of 401, across 4 files
Write paragraph comparisons for each dimensionin 9 of 401, across 3 files
Link between related competitor pagesin 9 of 401, across 3 files
Keep subject lines short and lowercasein 9 of 401, across 3 files
Define ideal customer profile from top customersin 9 of 401, across 3 files

Said here and by no other author read

create a file-based pipeline tracker
use the provided pipeline tracker template
record every investor and conversation stage
assign exactly one pipeline stage to each investor
update the tracker row when the founder reports activity
set the next action and date for every active investor

Grouped from the skills themselves: near-identical wordings counted once, and counted by distinct author, so one author publishing three of these counts once. Length counted with cl100k_base; the agent that loads this file may tokenize it differently.