Proper Beverage — Raise Portal

May 7

Raise Snapshot

Round 1

Soft Circled

—

In Hand

—

Total Secured

—

of $1.5MM target

Left to Raise

—

Round 2

Soft Circled

—

In Hand

—

Total Secured

—

of $6MM target

Left to Raise

—

Pipeline

⌕

View

Filters

Contact

Status

Next Action

Last Touch

Tranche

Loading contacts...

Raise Documents

Open SharePoint →

View Calendar

▼

Add New Contact

Name *

Firm / Organization

Email

Phone

Status

Next Action

Investor Type

Raise Tranche

Referred By

Relationship Owner

Amount Indicated ($)

Contact added successfully.

Add Note

Freeform — no structure required

Note

Logged by

Note saved.

—

—

Log Touchpoint

What happened?

Step 1 — How did you connect?

Step 2 — What happened?

Step 3 — What's next? suggested

Note optional

Logged by

Touchpoint logged.