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Fundraising CRM

Mossgrove Labs · Startup fundraising · Boston, MA

Avery Lindqvist tracks every investor conversation and what is committed against the round target.

Any businessSales pipelineBoards6 tables · 13 views · 1 form · 2 row actions · 1 agent
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Pipeline

Investors
Target2
Noura BashirBasalt Partners$400,000
Mei-Ling ZhaoZhao Impact Capital$100,000
Contacted2
Anders HolmHolm & Berg$100,000
Felix ArandaAranda Syndicate$25,000
Meeting3
Gideon MarshMarsh Angel Network$50,000
Leilani KahalePacific Rim Fund$200,000
Oskar LindgrenLindgren Angels$75,000
Diligence2
Hana TakeuchiKitewing Capital$300,000
Isaac BrightwellBrightwell Growth$200,000
Term sheet1
Bertrand OsseiOssei Family Office$150,000
Closed3
Corinna ValdezLarchwood Ventures$250,000
Rosalind OkaforOkafor Seed Partners$200,000
Tomas VerhaegenVerhaegen Angels$100,000
Passed1
Camille DuretDuret Industrial Fund$500,000

Tables

Investors

14 sample rows · 19 columns

Each investor, where they stand in the process and what they may invest.

InvestorFirmStageSmallest checkLargest checkSectorStage focus
Anders HolmHolm & BergContacted$100,000$250,000HardwareSoftwareSeed
Bertrand OsseiOssei Family OfficeTerm sheet$150,000$300,000ClimateSoftwareSeed
Isaac BrightwellBrightwell GrowthDiligence$200,000$500,000ClimateHardwareSeed
Hana TakeuchiKitewing CapitalDiligence$300,000$750,000HardwareSeed
Leilani KahalePacific Rim FundMeeting$200,000$400,000ClimateSeed
Felix ArandaAranda SyndicateContacted$25,000$100,000SoftwarePre-seed
Oskar LindgrenLindgren AngelsMeeting$75,000$200,000SoftwareHardwareSeed
Gideon MarshMarsh Angel NetworkMeeting$50,000$150,000SoftwarePre-seed
Mei-Ling ZhaoZhao Impact CapitalTarget$100,000$300,000ClimateSeed
Noura BashirBasalt PartnersTarget$400,000$900,000ClimateSeries A
Camille DuretDuret Industrial FundPassed$500,000$1,000,000HardwareSeries A
Corinna ValdezLarchwood VenturesClosed$250,000$500,000ClimateHardwareSeed

2 more rows

Rounds

3 sample rows · 12 columns

Each fundraising round with its goal and what is committed.

RoundStatusTargetTarget closeLead
Seed extensionOpen$2,400,000Jan 1, 2027Avery Lindqvist
Pre-seed roundClosed$600,000Sep 13, 2025Avery Lindqvist
Series A preparationPlanning$9,000,000Sep 3, 2027Sunil Ramaswamy

Interactions

9 sample rows · 5 columns

Every call, email and meeting with an investor.

InteractionInvestorDateType
Follow-up call with IsaacIsaac BrightwellOct 18, 2026Call
Reference call with IsaacIsaac BrightwellOct 13, 2026Call
Term sheet call with BertrandBertrand OsseiOct 10, 2026Call
Data room walkthrough with HanaHana TakeuchiOct 4, 2026Meeting
Coffee with OskarOskar LindgrenSep 30, 2026Meeting
Intro email to GideonGideon MarshSep 26, 2026Email
Pitch email to BertrandBertrand OsseiSep 22, 2026Email
Partner meeting at LarchwoodCorinna ValdezSep 8, 2026Meeting
Intro call with CorinnaCorinna ValdezAug 21, 2026Call

Updates

3 sample rows · 8 columns

Monthly investor updates with revenue, burn and runway.

UpdateMonthly revenueMonthly burnCash in bankSent to investorsMark sent
Update on the first pilot results$41,800$62,000$410,000Yes—
Update on the hardware milestone$46,200$64,500$380,000Yes—
Update on pipeline and runway$51,400$66,000$352,000No—

Cap table

5 sample rows · 4 columns

Who owns what, by class of share.

HolderSharesClassPercent owned
Avery Lindqvist4,200,000Common42%
Sunil Ramaswamy2,200,000Common22%
Employee option pool1,000,000Options10%
Larchwood Ventures1,500,000Preferred15%
Early angels1,100,000Preferred11%

Also included

  • Mark passedRow action
  • Mark sentRow action

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