Investor & Prospect Follow-Up Tracker

Prioritised chase list from demos, agent calls (Marie / Jeyda / Sharlene) and the vault investor list. Report-only leads sit in a nurture lane; suitability-scored profiler leads flow in as P3.

📅 loading… ● snapshot (baked-in)
View:
Name Type / intent Priority Last touch Upcoming Status & next action Owed
How this list is ranked (V2) — intent & priority rules
  1. Intent first. Report-only = nurture, out of the chase list. Callback agreed = said yes to talking. Demo booked/done = warmest.
  2. Investor flag carries weight; investors are managed on the raise track (off the "this week" list).
  3. Owed action outstanding jumps a contact toward P1.
  4. Follow-up gap — an agent had a substantive call but you never connected.
  5. Recency — warm threads silent ≥ 14 days flagged Cooling.

Tiers: P1 P2 P3 Nurture  ·  All (chase) hides the nurture lane. This week = P1 + cooling, prospects only. Click a name for the full detail panel.

Sources. Demos — Gemini notes (Drive). Agent calls & profiler leads — Unlock Agent Aircalls (shared drive). Investor list — vault. Suitability of profiler leads scored in the companion Suitability Scorer.

Live data. Canonical at Projects/investor-pipeline/data.md. "Refresh from vault" pulls it live; baked-in snapshot used if unreachable. Checkbox state saved in this browser.

P1   P2   P3   Nurture   Cooling