Build saved views for your raise
Missing email, Still to contact, In diligence: the views worth keeping.
A long investor list gets hard to scan. A few saved views make it easy to see where you stand.
Missing email
Click Filter, pick Email, choose is empty and click Add filter. Now you're looking at everyone Lenz couldn't find an address for.
Open the view menu above the table, click Save current as a view, call it "Missing email" and hit Save view.
Still to contact
Clear the filter, then filter Stage is Research. That's everyone you haven't reached out to yet. Save it as "Still to contact".
In diligence
Filter Stage is Diligence, sort by Check size, and save it as "In diligence". These are the ones to keep warm.
Share them
A view's link holds its filters, sort and columns. Drop it in Slack and your co-founder sees exactly what you see.