Now it’s time to fire up your favorite spreadsheet tool and begin creating a home for all of our investor contacts.

Each step of the course video will explain how to add your column titles that make the most sense for you.

We group the column titles into 4 categories:

• Investor Preferences
• Contact Information
• Background Information
• References

We won’t necessarily need to populate all of these fields for every investor, but we want to have a place to capture what we can.