DropIn Investor CRM

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Team Management

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Round Settings

Define your raise parameters. These are stored locally and will feed into the Round Tracker.

Round Size Target

Pre-Money Valuation

Instrument

Target Close Date

Lead Target Min

Lead Target Max

Use of Funds Notes

Data Export

Download any dataset as a CSV file with all fields included.

CRM Preferences

These apply to your session only and are saved in your browser.

Default Investor Table

Pre-selects this table every time you open the Add Investor form.

Default Activity Type

Pre-selects this type every time you open the Log Activity form.

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