Data Room Automations

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Blackhawk VC Data Room
Created on: 02/09/2023

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LP Closing Jun23
Event RSVP (Yearly Apple Picking)
Limited Partners
LP Closing (G SPV)
LP Closing (New Fund)
LP Closing
Recruiting
Connectors

Added [Hold]
Request Feedback
Reach Out to Contact
Reach Out from an Introduction
Interested [Hold]
Set Up Call
Call Scheduled [Hold]
Data Room Accessed [Hold]
Send Materials
Materials Viewed [Hold]
Set Up Meeting
Meeting Scheduled [Hold]
Engaging in Follow-up [Hold]
Send PACT
PACT Signed [Hold]
Send Data Room
Hold before Closing [Hold]
Send Agreements
Agreements Signed
Hold after Signing [Hold]
Send Closing Email
Send Capital Call
Capital Call Wired
Closed [Hold]
Send Newsletter
Newsletter has been sent
Request Referral
No Response
Unresponsive
Declined by GP
Declined by LP
Newsletter Segment 1
TEST
Pablo's stage