FINTRX exports or any prospect list. Rows are matched to existing firms by name — existing records only gain empty fields (nothing is overwritten); unmatched rows become new Target cards. Download the sample template for the exact column names (Category must be one of: Early Stage VC, Angel, Family Office, PE Sponsor, Debt Provider, Other).

Pipeline-velocity reminders, recomputed daily. Check items off for today — they return tomorrow if still true.

Replies from investors. Unmatched mail can be assigned to a record.