You know the moment. You are a week from first close, someone asks where the raise stands, and you are stitching together emails, a CRM export, and an old spreadsheet. Numbers do not tie, stages are fuzzy, and you cannot say what is likely to land. The problem is not the math. It is keeping one source of truth that shows target, soft circles, hard commits, and what moves next. This task gives you that source in a single workbook and keeps it synced with your CRM. Marketing ~10 min to run Build Capital Raise Pipeline Vic prompt Use Vic to build a capital-raise pipeline tracker for our value-add industrial fund targeting $200 million. Purpose See exactly where the raise stands and where it stalls so you can reach your close number. Replaces roughly 90 minutes of manual tracking with a 10-minute update. Inputs Raise Target Required Prospect List Optional Output Format Optional Parent Task Session Id Optional Outputs An Excel workbook with a pipeline tab and a dashboard tab showing progress to fund target and first-close threshold, committed plus weighted pipeline, funnel counts and dollars by stage, and concentration by investor type and owner. Time saved Turns roughly 90 minutes of manual work into about ten minutes. How it works Run the task with a simple command: "Use Vic to build a capital-raise pipeline tracker for our value-add industrial fund targeting $200 million." Share your raise target and, if you have it, a prospect list. Vic builds an Excel workbook with one row per investor and a clear set of stages from target to closed. Each row tracks what you need to run a real process. Target amount, soft-circle amount, and hard-commit amount sit in separate fields, plus a probability for a weighted pipeline. You also get owner, next step, last touch, and stage dates so you can see momentum and spot stalls. If you keep a CRM, the task upserts records so the workbook and your system stay aligned. The workbook has two tabs. The pipeline tab is where you update investors and stages. The dashboard tab answers the questions you get every day: progress to fund target and first-close threshold, committed capital plus weighted pipeline, and counts and dollars by stage so you can see where the funnel is thin. It also shows concentration by investor type and by owner, which often reveals who is carrying the load and where exposure is creeping up. This setup forces clean thinking. A soft circle is not a commit. Treating them the same muddies the picture. Separate fields with a probability give a weighted view that tracks reality much better than a single "expected" number. Stage dates and last touch make inactivity obvious. If a name has not moved in two weeks, you see it right away. The gain is speed with fewer mistakes. Updating the file takes about ten minutes instead of an hour of reconciling versions. More important, when someone asks for status, you can answer with numbers you can defend. You can point to committed capital, show the weighted pipeline, and name the next actions that move dollars from soft to hard. For GPs and fund managers in market, that clarity beats guesswork. The task does not replace relationships. It keeps your process honest and the team aligned on what needs to happen next.