Pipeline investors
40
Next Era Legacy
Read-only investor fundraising view from Zoho CRM Leads.
Next Era terminology guidePlain-language definitions for the terms and calculations used on this page.
Capital tracking
- Pipeline investor
- An Active or Path prospect. Passed records and counterparties are excluded from pipeline totals.
- Prior position
- Money invested before this raise. It is shown for context but does not count toward the $30M target.
- Soft commitment
- A non-binding indication that an investor intends to participate.
- Hard commitment
- A confirmed commitment to the current raise.
- Remaining to target
- The $30M target minus the soft and hard commitments recorded in Zoho.
Investor classification
- Priority A / B / C
- Relative outreach priority: A is highest, followed by B and C.
- Track
- Active means direct engagement; Path means an introduction or route is being developed; Passed is closed out.
- Segment
- The type of investor or relationship, such as an individual, family office, institution, or counterparty.
- Relationship owner
- The team member responsible for managing the investor relationship.
- Channel / path in
- The person, network, or introduction route that provides access to the investor.
Follow-up activity
- Touch
- Any meaningful investor contact, such as an email, text, call, or meeting.
- Next touch
- The date when the next follow-up action should happen.
- Overdue
- The next-touch date is before today.
- Due today
- The next-touch date is today.
- Scheduled
- The next-touch date is in the future.
- Date needed
- The record needs a usable next-touch date in Zoho.
- No contact
- No outreach has been recorded yet.
- Closed
- The relationship is marked Passed or otherwise closed.
Relationship notes
- Relationship basis
- Why the investor may be relevant and the context behind the relationship.
- Constraint / watch
- A risk, limitation, concern, or condition that the team should monitor.
- Source reference
- The source used to identify or verify the investor record.
- Ongoing emails / calls
- The recorded count of continuing conversations after the initial outreach.
Funnel stages
The funnel stage is the furthest fundraising milestone reached with an investor.
- 1No contactNo outreach recorded
- 2First email or text sentInitial written outreach sent
- 3First call heldInitial conversation completed
- 4Ongoing dialogueActive follow-up conversations
- 5Teaser sentShort investment overview shared
- 6NDA signedConfidentiality agreement completed
- 7Full deck presentedFull investment presentation delivered
- 8Soft commitmentNon-binding interest recorded
- 9Hard commitmentConfirmed commitment recorded
Committed
$500.0K
Remaining to target
$29.5M
Overdue touches
4
Owner to confirm
20
$30M commitment target
Soft and hard commitments are shown separately. Prior positions are not counted as commitments.
1.7%
Soft: $500.0KHard: $0.0Prior positions: $15.5M
Fundraising stage
The current position of each investor from first outreach through documented commitment. Select a stage to filter the investor list.
Immediate attention
Overdue, missing-date, and no-contact records ordered by urgency and priority.
Charles Barkley
Bob Bush Jr. · Priority A
Overdue
Sep 13, 2026
Shaquille O'Neal
Bob Bush Jr. · Priority A
Overdue
Sep 13, 2026
Wanda Durant
Bob Bush Jr. · Priority A
Overdue
Sep 13, 2026
Ray McGuire
To confirm · Priority B
Overdue
Sep 11, 2026
Craig Leipold
To confirm · Priority A
Date needed
Sep 8, 2026
DJ D-Nice
Rodney Williams · Priority A
Date needed
Sep 8, 2026
John Eugster
To confirm · Priority A
Date needed
Sep 8, 2026
Kedar Massenburg
Rodney Williams · Priority A
Date needed
Sep 8, 2026
Data follow-up
Missing CRM information that limits reporting and outreach.
Missing email39
Investor records
41 matching records
Owner
Priority
Touch status
Segment
Track
| Investor | Priority | Relationship owner | Funnel stage | Touch status | Next touch | Soft commitment | Hard commitment |
|---|---|---|---|---|---|---|---|
| Byron Trott Byron Trott | A | To confirm | No contact | No contact | Sep 8, 2026 | — | — |
| Charles Barkley Charles Barkley | A | Bob Bush Jr. | First email or text sent | Overdue | Sep 13, 2026 | — | — |
| Craig Leipold Craig Leipold | A | To confirm | First email or text sent | Date needed | Sep 8, 2026 | — | — |
| DJ D-Nice DJ D-Nice | A | Rodney Williams | Ongoing dialogue | Date needed | Sep 8, 2026 | — | — |
| David Steinbrink SNB Family Ventures LLC | A | Bob Bush Jr. | No contact | No contact | Sep 8, 2026 | — | — |
| Doug Dillard, Jr. Slewgrass Capital | A | To confirm | No contact | No contact | Sep 8, 2026 | — | — |
| John Eugster First Dominion | A | To confirm | Ongoing dialogue | Date needed | Sep 8, 2026 | — | — |
| Kedar Massenburg Kedar Entertainment | A | Rodney Williams | Ongoing dialogue | Date needed | Sep 8, 2026 | — | — |
| Keith Shoates Student Freedom Initiative | A | Rodney Williams | No contact | No contact | Sep 8, 2026 | — | — |
| Kevin Durant Thirty Five Ventures (35V) | A | Bob Bush Jr. | No contact | No contact | Sep 8, 2026 | — | — |
Source: Zoho CRM Leads · Last synced 10/26/2026, 7:00:02 AM · Read-only view