Marco
CRM & Meetings Manager
Synced with Astel LLM
Marco keeps your raise organised from first reply to close. Every investor, conversation and next step lives in one pipeline.
4 tasks, one shared model.
- 01
Structure your investor pipeline
Bring in your spreadsheet or investor list and Marco turns it into one organised pipeline, sorted by stage, focus and how relevant each investor is.
Investor listInvestor pipeline - 02
Enrich every investor
Each investor record fills in with what the fund invests in, how much, at what stage, its portfolio and the right partner. No manual research.
ContactsFull profiles - 03
Log replies and meetings
Every conversation is captured against the investor it belongs to, with your private notes alongside.
Replies and callsComplete history - 04
Schedule follow-ups and next steps
Marco shows the next step for every investor, and one dashboard shows who has committed, who is interested and how your round is going.
PipelineRound dashboard
What Marco learns from every meeting feeds back into the Astel LLM, so each agent gets sharper with every raise.
Back to the start with Harvey