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Illustrative client view
ACME Robotics, Inc. · FY26 · Series Seed

Investor Relations

All Workstreams · On Track

Summary

Last update sent Apr 15, 2026§ 01 / Airtable (upstream)
Active Investors
14
In Discussion
6
Passed
5
Portfolio
3
▲ Analysis
Hexa Ventures is your strongest signal in the room. Three return visits and significant time on the financial model is consistent with internal partner-level review. Suggest a check-in this week to gauge timing — a light “happy to answer questions on the model” note often surfaces where they are.

Pipeline

§ 02 / Airtable
FirmStageLast TouchNote
Hexa Ventures
In diligenceApr 26, 2026Returned to data room 3x in 5 days; 14 min on financial model.
Northpoint Capital
Initial meetingApr 23, 2026Partner intro scheduled for next Tuesday.
Meridian Partners
Reviewing materialsApr 20, 2026First-look complete; pitch deck shared.
Crestline Group
PassedApr 18, 2026Stage misfit (later-stage focus). Polite pass.
Aperture Capital
Term sheet draftedApr 19, 2026Valuation conversation ongoing.
Stitch & Co.
CooledMar 28, 2026No response to follow-up after first meeting.

Investor Updates Sent

§ 03 / Email log
Q2 Investor Update
Sent Apr 15, 2026 · 14 recipients
Quarterly update covering revenue, key hires, and Series A timing.
Read Rate
86%
Q1 Investor Update
Sent Jan 12, 2026 · 12 recipients
Closed pre-seed extension; product launch announcement.
Read Rate
78%
Q4 Investor Update
Sent Oct 8, 2025 · 11 recipients
Year-end summary; first major customer signed.
Read Rate
81%
Sample data · Not connected to live source