Investors

Tracking file per investor/firm.

Structure

Each firm gets a directory:

investors/
├── firm-name/
│   ├── overview.md          # Firm profile, status, what they care about
│   ├── YYYY-MM-DD-call.md   # Individual call notes
│   └── ...                  # Other materials as needed

Investor File Template

# [Firm Name]

## Overview
- **Stage focus**:
- **Check size**:
- **Healthcare thesis**:
- **Key people**:

## Relationship History

| Date | Type | Notes |
|------|------|-------|
| | | |

## Status
- **Current stage**: Intro / Diligence / Term Sheet / Pass
- **Next step**:
- **Temperature**: Hot / Warm / Cool

## What They Care About
-

## Concerns to Address
-

## Materials Sent
- [ ] Two-pager
- [ ] Product brief
- [ ] Other:

## Notes