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Investor Value-Add Tracker: Intros, Hires and Sales Help per Portfolio Company

Show the help you give, not just promise it. Log every introduction to customers, candidates, investors and partners for each portfolio company, follow the outcome from intro made to closed, and see value-add by company.

QUICK ANSWERTrack each intro with the company, type (customer, hire, investor, partner, advisor), who you introduced, date and outcome. Over time it shows which help actually converts and gives you a concrete value-add story for founders and LPs.

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What the Investor Intro & Value-Add Tracker does

✅ Intros and help by company
✅ Customer, hire, investor, partner types
✅ Outcome pipeline
✅ Value of deals and rounds influenced
✅ Board view

How to use the Investor Intro & Value-Add Tracker

STEP 1
Add intros & help
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: Intro requested → Intro made → Meeting held → Closed / hired → No outcome. 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.

Measure value-add honestly

Many investors claim value-add; few track it. A simple log shows founders what you really did and helps you double down on the help that converts (often customer intros and key hires).

Ask founders which intros mattered most at the end of each quarter and note it.

Frequently asked questions

What counts as investor value-add?

Customer introductions, help hiring key people, introductions to future investors, partnerships, strategic advice and credibility with stakeholders.

How do I track intros?

Log each intro with the company, type, contact, date and outcome, then review quarterly.

Can founders use this?

Yes, founders can track intros they receive from investors and advisors.

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

Portfolio Follow-up CRM →Log founder check-ins, next steps and follow-up dates across the portfolio.Portfolio Hiring Tracker →Track key open roles at portfolio companies, candidates referred and hiring status.

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