The "template" mentioned in the text is a tool that helps individuals keep track of their investor contacts and communication history. It allows users to store various types of data, such as average check size, emails, and warm contacts, in a single database. The template also provides the ability to view contacts by status, add notes and links to investor websites, and prepare for pitches. Using this template can help prevent common mistakes such as accidentally emailing an investor or showing up to a meeting unprepared. It can be thought of as a digital version of a planner or organizer for managing investor relationships.

Impress investors with an interactive page in Notion. Anticipate all the questions they might have about your business without overwhelming them with information. Use Notion galleries to display your major use cases, customers, and team. Add more text, images, and details into the gallery subpages so investors can choose to read more about what interests them. You can also include a competitor database to show investors a quick overview of how you compare to other companies in your industry.

The following text describes a project plan template used by Loom to help their team organize their ideas and create project proposals efficiently. By standardizing the project plan, the team is able to identify important questions and receive valuable feedback. This template allows for the inclusion of Figma files, Loom videos, metrics, and other relevant information to support the project. Using this template can help improve collaboration among team members and produce a strong project plan.

Merci Grace is a former Lightspeed Ventures Partner and Slack Head of Growth. She offers a landing page template that can help those who are thinking about starting a company to experiment with their go-to-market messaging. The template is one of many product development templates offered by Merci, which can be found on her website.

This product offers pre-built templates that can be used as a project management workspace for building a web shop. The templates include over 70 tasks for the entire team, over 140 web templates and UX components, and 10 status sheets for team members. These templates provide a comprehensive and organized way to manage the web shop development process, ensuring that everyone has the information and resources they need to be successful.

XYZ is the leading digital optimization system. It provides insight to adapt experiences to each customer and gives teams a common lens into data. Avoid context switching and link directly to XYZ charts and data. Use this template to conduct context-driven A/B tests and close the loop between data, insight, and action.

Customer references and testimonials can help build trust and let potential users know that others are already using the product. Managing marketing permissions and maintaining contact information for different companies can quickly become complicated. This template can help you keep track of company references and create a customer knowledge base to streamline this process.

As a startup, having a data room can be invaluable during the fundraising process. It allows potential investors to gain a thorough understanding of your business and its operations. This template can help you quickly set up your own data room, providing a centralized location to store important documents, business details, and data. This can help you present a professional and organized image to investors, increasing the likelihood of securing funding.

Funding OS is a tool that helps founders acquire and manage fundraising. It functions like a CRM, but also covers the requirements for fundraising. The creator, who has five years of experience working with business owners and supporting them in their funding rounds, designed Funding OS to make the fundraising process easier and more efficient.

Headspace's design system is a template that helps teams store and access shared design resources. The system is intended to serve as a single source of truth for teams, helping them maintain consistency and avoid duplicating work. By using the template, teams can ensure that they are always using the most up-to-date design resources.