Todo Management: Phase-Bound Tasks Built Into Every Stage
Per-investor and per-milestone todos with recurring templates and due-date reminders, so every fundraising stage runs as a checklist instead of a memory exercise.
Fundraising is a sequence of small, repeated, easy-to-forget tasks done across dozens of investors over months. Forget one — the NDA you meant to send before the dataroom invite, the reference call you promised on Friday, the deck update before the next partner meeting — and momentum dies. CAPLINK's todo management makes the small things impossible to drop: every fundraising stage carries a built-in checklist, every investor card carries per-investor tasks, and recurring templates ensure the same standard process runs for every conversation, not just the ones the founder remembers.
What this feature gives you
Todos per stage and per investor
Every Kanban stage carries a default checklist (Sent Teaser stage: 'NDA confirmed', 'Follow-up scheduled', 'Partner profile reviewed'). Every investor card carries its own per-investor todos for the specific commitments and reminders unique to that conversation.
Recurring task templates
Define a template once (your standard Series A process) and apply it to every new investor entering the pipeline. Every conversation runs the same disciplined sequence, so quality does not depend on the founder remembering the playbook each time.
Due-date reminders and escalation
Each todo has an optional due date that drives email and in-app reminders. Overdue todos escalate visually on the investor card and in a centralized 'today' view, so nothing slips silently.
Assign across the founding team
Todos can be assigned to any team member with notifications and accountability tracking. The founder running outreach assigns dataroom prep to the operations co-founder; both see the status without a separate Slack thread.
How it works
Configure your stage templates once
For each pipeline stage, define the default todos every investor should trigger when they enter that stage. The templates are reusable across rounds, so the playbook compounds.
Add per-investor todos as they come up
On any investor card, add ad-hoc todos for the unique commitments — 'send revenue breakdown by segment by Tuesday', 'intro to operating partner via LinkedIn'. Each todo carries owner, due date and status.
Work from the today view, not the pipeline
The centralized today view aggregates every overdue and due-today todo across every investor and every round. Founders start the day on the todo list, not on the Kanban, and the pipeline advances as a consequence.
Inside CAPLINK
Centralized today view showing 12 todos across three rounds with overdue indicators and assigned owners.
What founders get out of it
A professional process every investor sees
When the same checklist runs for every investor, every investor receives the same disciplined experience. Investors notice and reciprocate with similarly disciplined behavior.
Founders sleep better
The mental load of 'what was I supposed to do for investor X?' disappears when the system holds every todo with a due date and reminder. Cognitive bandwidth returns to actual decision-making.
Onboarding the next team member takes minutes
When a new co-founder, advisor or operations hire joins the round, the stage templates and per-investor todos onboard them implicitly. The playbook is the system.
Frequently asked questions
Run a professional fundraising process
Todos are the operating discipline of a professional fundraising process. CAPLINK makes the discipline structural instead of dependent on founder memory.