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Tired of Tracking Investors in Spreadsheets? Build a Funding Tracker — No Code!

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect to Start Integration

To begin integrating Pabbly, Pabbly Studio, and SeedBridge, you first need to access Pabbly Connect. Open a new tab and navigate to pabbly.com. Here, you will find a free registration button if you are a new user.

Once you click on the registration button, enter your details to activate a free trial of Pabbly Connect. If you are an existing user, simply log in to your account. After logging in, you will see all Pabbly applications, including Pabbly Studio, ready for use.

2. Creating the SeedBridge Application with Pabbly Studio

After accessing Pabbly Connect, you can create your application called SeedBridge using Pabbly Studio. Click on the “Access Now” button to enter the Pabbly Studio dashboard. Here, you will find a chat box where you can input your application requirements.

Request the creation of SeedBridge with a centralized dashboard.
Specify features like managing investors, tracking funding rounds, and handling commitments.
Include design requirements and sample data for better initial setup.

Once your request is ready, click the send button. Pabbly Studio will now begin designing your SeedBridge application based on the specifications you provided.

3. Navigating the SeedBridge Dashboard

Upon completion, you will be able to log into your SeedBridge application. The dashboard provides an overview of fundraising activities and key metrics such as total funds raised, committed investments, and active funding rounds. This is where Pabbly Connect truly shines, allowing you to manage all relevant data in one place.

The dashboard includes visual summaries for easy tracking of fundraising progress. You can also manage different funding rounds, including pre-seed and seed rounds, by entering details such as funding goals and amounts raised.

4. Managing Investors and Commitments through Pabbly Connect

In this section, you can manage investor information, including names, contact details, and types of investors. This centralizes all investor-related data, making it accessible via Pabbly Connect.

Track commitments made by investors and their respective funding rounds.
Easily distinguish between pledged investments and received funds.

This feature enables startups to keep a close eye on their commitments and manage investor relations effectively using Pabbly Connect.

5. Tracking Funds Received and Generating Reports

Finally, the SeedBridge application allows you to manage the funds received from investors. You can track contribution amounts, payment dates, and associated funding rounds. This is essential for maintaining a clear financial record.

Additionally, the reporting section provides insights into overall fundraising performance through visual summaries and key metrics. With Pabbly Connect, you can easily review your financial status and make informed decisions regarding future funding strategies.

Conclusion

In this tutorial, we explored how to integrate Pabbly, Pabbly Studio, and SeedBridge using Pabbly Connect. This powerful tool allows startups to manage fundraising processes efficiently, from tracking investor commitments to analyzing financial performance.