Getting started
Describing your round
Updated
No forms to fill out. The first time you open your workspace, Lenz asks What should Lenz work on?
Answer it like you'd brief a co-founder. Something like: "Raising a $2M seed for a climate fintech. Looking for pre-seed and seed funds that have done climate before."
Lenz takes it from there. It sets up your tables, finds people to reach out to and drafts the emails. Nothing goes out until you approve it.
Prefer to start from a template?
Click New project and pick Raising a round. You'll get an Investors table that's ready to go, with columns for the firm, partner, email, stage, check size, website, next step and follow-up date.
Stages run from Research to Contacted, Meeting, Diligence, and then Committed or Passed.
None of it is set in stone. Add or change columns whenever you like, or just ask Lenz to.
Already have a list?
Don't retype it. Import your spreadsheet instead.