Why

Three people chasing 10–50 investor conversations a month over Email and LinkedIn is exactly where shared visibility breaks down — two of you message the same partner at the same fund, or nobody follows up because each assumed the other did. Fundraising cycles run weeks to months, so a forgotten next-step is fatal. You don't need forecasting or marketing automation; you need one shared list of investors, the last touch, and whose turn it is.

What you actually need

1. Attio (free for up to 3 users, then ~£24/user/mo) — built for relationship pipelines like fundraising, syncs Gmail and calendars automatically so every email to an investor lands on the record without anyone logging it. UK/EU-friendly.
2. One pipeline with fundraising stages — Sourced → Intro'd → First Meeting → Partner Meeting → DD → Term Sheet → Closed/Passed. Owner field mandatory. "Next step" and "Next step date" mandatory.
3. A habit — Monday 20-minute investor standup — all three of you, walk every deal in First Meeting or later. Anything untouched 10+ days gets a decision: chase, park, or kill.

Do this today

Sign up at attio.com with your work Google Workspace account, connect all three founders' Gmail and Google Calendar in Settings → Integrations, then duplicate their "Deals" template and rename the stages to the seven fundraising stages above. Within an hour every investor email any of you has sent in the last 12 months is auto-threaded onto a contact record, and you can see at a glance which funds have gone cold.

What to ignore

Skip HubSpot Sales Hub (£90/seat/mo once you hit any real limit) and Salesforce Starter — both are built for SaaS sales pipelines and will drown you in fields you don't need. Ignore anyone pitching Affinity at this stage; it's the "right" tool for VC-style relationship intelligence but it's £2k+/user/year and built for funds, not founders raising one round. Pipedrive works but its data model fights you on "one investor, many funds, many partners".

What doing nothing costs you

At 10–50 investor conversations a month with three founders uncoordinated, the cost isn't lost leads — it's a fund passing because two of you sent conflicting updates, or a warm intro going cold for three weeks. One ghosted lead partner can be the round.

When to revisit this

When you close this round and shift the same system to managing customer pipeline — then re-stage it for sales, don't start from scratch.