01Weeks 1–2
First calls
A dozen intro calls in ten days. Each one records from your Mac or your phone with no bot in the room, so you are listening instead of typing.
Cordia for Fundraising
Raise without losing track of a single investor
Every investor conversation, every ask, every “circle back next quarter,” captured and ready the next time you talk.
Follow-ups
This weekActiveSnoozedCompleted
Update call · Mon
EPDue Wed
Send the updated deck
Elena Petrova
Partner meeting · Thu
DVDue Tue
Take the intro to Priya
Daniel Vo
Elena Petrova — Update call · Mon
MonMeEPElena PetrovaPrivate
Summary
Likes the retention numbers. Wants to see the enterprise pipeline next time.
Key Points
- Liked the retention numbers on the update call.
- Wants to see the enterprise pipeline next time.
- Follow-up: send the updated deck, due wed.
“circle back next quarter”“send the updated deck”“who else is in the round?”“happy to intro you to Priya”“what does net retention look like?”“let me loop in my partner”“circle back next quarter”“send the updated deck”“who else is in the round?”“happy to intro you to Priya”“what does net retention look like?”“let me loop in my partner”
“we passed on the seed, keep us posted”“can you re-send the data room?”“what changed since we last spoke?”“soft yes, pending diligence”“remind me of your ARR again”“our partner meeting is Monday”“we passed on the seed, keep us posted”“can you re-send the data room?”“what changed since we last spoke?”“soft yes, pending diligence”“remind me of your ARR again”“our partner meeting is Monday”
The shape of a round
Eight weeks, forty conversations, one memory.
A raise is not a pipeline. It is the same story told forty times, to people who compare notes. Here is where Cordia sits in it.
Cordia
Five things, doing the remembering for you. Templates that fill themselves in, a page per investor, and every intro tracked.
An investor update template that writes itself into shape
Traction, asks, the one thing you need help with: set the sections once, and every update call comes back in that shape from the raw transcript.
See note templates
Monthly investor update
1PublicFundraising
Meeting Context
This is an investor update call. Cover traction with the number behind it, the asks worth making, and the one thing blocking us — note it even when a section is thin.
Sections
Traction
What moved, with the number behind it.
Asks
The intros worth making right now.
Need help with
The hire that is blocking us.
One page per investor
What they focus on, what they asked last time, who they offered to introduce you to: it's on their page, so you don't repeat yourself across a 40-meeting raise.
See the contact page
Diligence call with Elena, Bow Capital
Mar 12Me
Elena PetrovaPrivate
Elena PetrovaPrivateSummary
Second call with Elena. She has the retention numbers she asked for last time and is now underwriting expansion, not new logos.
Key Points
- Net retention, not logo count, is what she's underwriting.
- Wants enterprise pipeline proof before the next check.
- Offered an intro to a design partner at Kestrel.
Warm intros don't go cold
When an investor offers an intro or a soft yes, it's tracked as a follow-up tied to them, not left in a note you'll rediscover after the round has closed.
See follow-ups & moments
DVDue Tue
Take the intro to Priya
Offered by Daniel Vo, 41 seconds into your partner meeting.
Run your update the same way, every time
Save the monthly investor update as a play once, then run it again next month with everything Cordia knows about your cap table's context behind it.
See playbooks
Playbooks
Create newBrowse All
Recent
📈
Monthly investor update
Traction, asks, and what you need help with — drafted for your list.
C
⏰215
Overdue Follow-Ups
Find people who need attention now.
📚76
Weekly Relationship Digest
Summarize what changed across the network this week.
🧭74
Grow Your Circle
Who to add, who to reconnect with, how to stay close.
/GPT-5.6 Terra
Ask what you told each investor
“What did I tell our seed investors about the roadmap?” Answered from your actual notes and calls, so your story stays consistent across every conversation.
See AI Chat📈Monthly investor update
Traction
• ARR 2.1× since February, net retention 118%.
Asks
• Two intros to enterprise design partners.
Need help with
• A VP Sales hire before Q4 closes.
Ask a follow-upGPT-5.6 Terra
Six weeks later
One call, remembered two ways.
By the time an investor comes back around, the call is a blur and the note you took is worse. This is the difference.
In Mind
Elena — Petrova? something Capital — Bow?
retention was good … or was it logos that didn't matter?
wants proof before the next check — pipeline?
an intro to someone … Kestrel? Kessler?
said send a thing … the deck? …Tuesday or Wednesday
In Cordia
Diligence call with Elena, Bow Capital
Mar 12MeElena PetrovaPrivate
Elena PetrovaPrivateSummary
Second call with Elena. She has the retention numbers she asked for last time and is now underwriting expansion, not new logos.
Key Points
- Net retention, not logo count, is what she's underwriting.
- Wants enterprise pipeline proof before the next check.
- Offered an intro to a design partner at Kestrel.
Follow-ups
EPDue Wed
Send the updated deck
Elena Petrova
Questions
Cordia is an AI CRM founders use for fundraising because a raise is dozens of investor conversations in a short window. It's the same contacts, notes, and follow-ups you'd use for any relationship, applied to your cap table.
Every investor,
remembered.
Every ask, every soft yes, every “not this round.” Kept with the person who said it, so the next raise starts warm.