🗂️ Free · no login · data stays in your browser

Portfolio Follow-up CRM: Track Conversations with Founders

Never let a founder conversation drop. Log each check-in with the company, topic, next step and follow-up date; overdue follow-ups are flagged and one tap opens WhatsApp with a message ready.

QUICK ANSWERA portfolio follow-up CRM records every meaningful conversation with founders: date, topic, commitments made by either side and the next follow-up date. Reviewing overdue follow-ups weekly is the simplest way to stay a helpful, responsive investor.

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What the Portfolio Follow-up CRM does

✅ Conversations by company
✅ Next steps with owners
✅ Overdue follow-ups flagged
✅ Board view by status
✅ WhatsApp follow-ups

How to use the Portfolio Follow-up CRM

STEP 1
Add follow-ups
Add one at a time, paste a list from Excel or Google Sheets, or load the sample data first.
STEP 2
Move through stages
Stages: Open → Waiting on founder → Waiting on us → Done. Use the board view to drag the picture into focus.
STEP 3
Follow up
Overdue and due-this-week items are flagged. Tap WhatsApp to send a follow-up with the message filled in.
STEP 4
Export
Export CSV for your team or print the list.

Being the investor founders call first

Founders remember who followed through. Writing down every promised intro or review, with a date, turns good intentions into reliable help.

Split follow-ups into “waiting on founder” and “waiting on us” so you can see where you are the bottleneck.

Frequently asked questions

Do angels need a CRM?

Once you have more than a handful of portfolio companies, a simple CRM helps you keep commitments and spot companies you have not spoken to in a while.

Is this shared with my team?

No, it is stored in your browser. Export CSV to share.

Can I track intros separately?

Yes. Use the value-add tracker to log intros, hires and sales help per company.

Is this tool free? Do I need to sign up?

Yes. It is completely free, needs no login and has no usage limit. FastFee builds payment collection software; these startup and investor tools are free resources for founders, angels and fund managers.

Is my data private?

Yes. Everything you type stays in your own browser on this device (local storage). Nothing is uploaded to FastFee. Export or print a copy if you need to keep it.

Use it together with

Investor Intro & Value-Add Tracker →Log intros to customers, hires and investors and track outcomes per portfolio company.Portfolio Dashboard, Runway Monitor & Risk Alerts →All portfolio companies on one screen with revenue, burn, runway, alerts and stake value.

Extend your runway by getting paid faster

Automatic WhatsApp and SMS payment reminders before and after due dates
UPI, payment links and AutoPay with live paid status and auto receipts
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More free portfolio management

Portfolio Dashboard, Runway Monitor & Risk Alerts →All portfolio companies on one screen with revenue, burn, runway, alerts and stake value.Portfolio MIS Collector & Founder Update Reminder →Send pre-filled monthly MIS requests to founders, track who replied and record the numbers.Investor Update Generator →Monthly investor update with metrics, MoM growth, runway, wins, challenges and asks.Investor Intro & Value-Add Tracker →Log intros to customers, hires and investors and track outcomes per portfolio company.Portfolio Hiring Tracker →Track key open roles at portfolio companies, candidates referred and hiring status.Startup Exit Tracker →Track exit opportunities per holding: buyer, route, expected value, stage and next step.

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