Step 1: Create a new Workspace
You can create a new Workspace either via 'Home' or by typing 'New Workspace' into Savvy Terminal
Step 2: Add your existing investor data
Savvy can pull in information on investors either via Gmail or via a CSV upload. To bring in your existing data, click 'Your Contacts' in a new tab in your Workspace. Then add 'Source Type' as 'Email' or 'CSV Upload'
Step 3: Generate new investor data
In addition to automatically enriching every contact you store inside of Savvy, you can also access the Savvy Investor DB which lists thousands of investors and their; funds, location, stage, industry, vertical, thesis and more,
Step 4: Setup filtering and views
Savvy can dynamically update and change the view type based on the actions you take. If you email an investor, Savvy will move the investor contact card along your Kanban board programatically. When a meeting is booked, it's moved to 'Meeting Booked'. Easy as that.