Investor shortlist builder for your whole fundraise

Build me an investor shortlist builder I open throughout a fundraise, instead of rebuilding a target list in a spreadsheet every week. The user is a founder or chief of staff running a raise somewhere between pre-seed and Series B. Crunchbase is the research layer and is read only, so every piece of state I create lives in a Google Sheets tracker.

The app opens on a criteria panel where I set my sector categories, my stage, and my geography. As an alternative to picking categories by hand, I can type in two or three companies comparable to mine by name: resolve each one with Crunchbase Autocomplete to get its permalink, then Lookup Organization to read its categories, location and last funding stage, and use those to prefill my criteria. I can also name direct competitors in this panel, resolved the same way, so the app can flag investors who already backed one. Criteria persist between sessions in the tracker sheet.

From the criteria, find comparable companies with Search Organizations filtered on category, location and funding stage. Then find their recent rounds with Search Funding Rounds, filtered to the last 18 to 24 months (make the lookback a setting, default 24 months) and to the investment types matching my stage. Pull the investors behind those rounds with Search Investments, and use Get Entity Card to page through an organization's investors or funding rounds when one search response is not enough.

Rank investors in the handler, computed from the investments returned rather than assumed to exist as a Crunchbase field, because no such field exists. For each investor compute: the number of relevant checks inside the window, how many of those they led and the resulting lead rate, their typical round size (use the median announced amount of the rounds they joined, not the mean, so one megaround does not distort it), and the date of their most recent check in my category expressed as days since last check.

The main view is a ranked table of investors, one row each, showing name, relevant check count, lead rate, typical round size, days since last check, and a competitor flag. Let me sort the whole list by lead rate or by recency, and let me hide firms that have gone quiet past a days-since-last-check threshold. Flag clearly on the row any investor who already backed a direct competitor I named, so I can judge whether that is disqualifying or a signal.

Clicking an investor opens a profile panel: firm details from Lookup Organization (description, location, founded date, investor type, investment count, website), their recent portfolio companies in my category built from their investments, and named partners from Lookup Person so I know who to ask for an intro. Each portfolio company row shows the round type, amount, date, and whether that investor led it.

From either the table row or the profile panel I can add an investor to my shortlist with a status of Not contacted, Intro requested, Pitched, or Passed, plus a free text warm intro note. Persist the shortlist to a Google Sheets tracker: Get Values on load so the shortlist, statuses and notes survive a refresh, Append Values when I add a new investor, and Update Values when a status or note changes. Store each investor's Crunchbase permalink in a column so a row maps back to the investor, and derive the A1 range to update from that row's position in the values returned by Get Values. Columns should cover at least: investor permalink, investor name, status, warm intro note, relevant checks, lead rate, typical round size, last check date, competitor flag, date added, date updated.

Crunchbase practical notes for the build: field_ids must be requested explicitly on every lookup and search or only the identifier comes back; money filters use the {"value": n, "currency": "usd"} shape; search queries support only AND logic between predicates, so use the includes operator with multiple values for OR within a single field; searches are keyset paginated with after_id; and treat every response field as possibly missing.

Show the shortlist as a second view or a side panel beside the ranked list, so I can see who I have already added while I browse. Keep the ranked list readable while data loads, show which criteria produced the current list, and let me re-run the search after changing criteria without losing my shortlist.