Investor: Notify introducers and log outreach for deals

Investors lose introducer trust when referral updates go unanswered, risking deal flow. So introducers get consistent feedback and contacted-company records stay current in your tracker.

Overview

Missed introducer follow-ups cost proprietary deal flow and sour relationships. This workflow makes every referral update send template feedback to introducers and create a contacted-company entry in your tracker, eliminating missed follow-ups and keeping deal logs accurate.

Notable Features

Notify introducers with templates
Create contacted-company tracker entries
Flag referrals for investment review