How do I add a new investor to my list on MyPitchDecks.com?

You can add a new investor by clicking the 'Add New Investor' button on this page. You'll be prompted to enter their details such as name, firm, contact information, investment focus, and preferred investment stage.

Can I sort or filter my investor list?

Yes, MyPitchDecks.com provides options to sort your investor list by various criteria like name, firm, investment stage, or last interaction date. Filtering options are available to narrow down your list based on specific attributes like industry focus or location.

What information can I see for each investor in this list view?

The investor list view displays key summary information for each contact, such as investor name, firm, primary contact, investment stage preference, industry focus, and last contact date. Click on an investor to see their full profile with detailed notes and interaction history.

How do I share my pitch deck with investors from this list?

From the investor list or individual investor detail pages, you can securely share your pitch decks via email. You can track views, manage access permissions, and see when investors open your presentations.

Can I track my communication with investors?

Yes! Each investor profile includes a communication log where you can record emails, calls, meetings, and notes. This helps you maintain a complete history of your interactions and follow-up timing.

How do I import existing investor contacts?

You can import investor contacts from CSV files or connect your email/CRM to automatically sync contacts. The import feature allows you to bulk add investors and their information to your MyPitchDecks list.

Can I categorize investors by investment stage?

Yes! You can categorize investors by investment stage (Seed, Series A, B, C, etc.), investment size, industry focus, and geographic location. This helps you target the right investors for your specific funding round.

Is my investor data private and secure?

Absolutely. All investor data is encrypted and stored securely using enterprise-grade security. Your investor list and communication history are private to your account and protected by bank-level encryption.

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