S
Fundraising Command Center
Silea · X12 Agentic AI Commodities Hedge Fund
🌙 Dark
Overview
Planning
People
Deals
Capital raised — year to date
—
Projected from pipeline
—
Gap to year-end target
—
Conversion funnel — leads → capital
Weekly activity by key stage
How CRM statuses roll up into these 6 stages
Plan to year-end target
Target raise ($M, year-end)
Avg ticket ($M / investor)
Lead → Pitch %
Pitch → Meeting %
Meeting → Due Dil. %
Due Dil. → Closing %
Closing → Invested %
Required vs. current — by stage
What it takes from here
Owner — Sarah
Accountable end-to-end for process quality & conversion. Carries the sum of all co-owners; escalates cold leads.
Co-owners — Richard, Queenie, …
Source & chase their own contacts, especially early stages. A stale contact is first a chasing miss.
Every stale lead
Counts on both scorecards — co-owner who didn't chase and owner who didn't escalate.
Owner
Co-owners
· expand a card to review that person's leads in the standup
All co-owners
All stages
All deals
Stalled only
No logged contact
Company
Co-owner
Stage
Furthest
Age
Owner
Last contact