Whether you’re in VC, Economic development or building community, everything runs on relationships. But managing those relationships across fundraising, hiring, and business development often means juggling scattered spreadsheets, CRMs, and inboxes. It’s messy, it’s manual, and it slows you down.
That’s why we’ve expanded Getro with new features that integrate deeper relationship management and project tracking directly into your workflow. With these updates, you can stop organizing your network and start using it to deliver value to your founders, partners, talent, and LPs.
Here’s what’s new:
Every fund and community has unique workflows. Some prioritize tracking investors by fundraising stage, others need visibility into a candidate pipeline, while others want to see which customer intros have closed. With Custom Fields, you can define what matters most.
💡 Use Case: Fundraising Pipeline
A partner helping a founder with their Series B can tag potential investors by stage and geography. When the founder asks for warm intros in fintech, it takes seconds to pull a filtered list of the best-fit VCs.
💡 Use Case: Talent Network
Platform teams can tag contacts by function and location. When a portfolio company needs a Head of Sales in NYC, they instantly surface warm candidates instead of digging through outdated spreadsheets.
Relationships aren’t static—they move through stages. With Kanban Boards, you can visualize progress in real time, drag and drop contacts between stages, and keep your team aligned.
💡 Use Case: Customer Intros
Supporting a portfolio’s GTM team? Track their top 20 target accounts in Kanban. As intros are requested, made, and meetings scheduled. Track progress and impact in one place.
💡 Use Case: Hiring Funnel
For a critical CTO search, a Head of Talent can move candidates across stages like “Identified,” “Contacted,” and “Interviewing.” Founders get visibility into the process, and duplicate outreach is avoided.
Manually entering contacts is slow, error-prone, and drains time your team doesn’t have. With our Zapier integration, you can now pull contacts directly from your CRM including Affinity, Attio, and HubSpot or from a Google Sheet into your Getro network.
This means you can connect the dots between deal tracking systems and your network relationship hub without duplicating work or storing valuable contacts in separate tools.
💡 Use Case: Portfolio Fundraising Support
A partner tracking investors in Affinity can push those contacts into Getro to surface warm intro paths across the firm and founder network. Instead of relying on cold outreach, founders get faster access to the right capital.
💡 Use Case: Scaling Customer Intros
If a portfolio company’s sales team is already tracking prospects in Attio, the platform team can push that list into Getro. Within minutes, they know which partners or founders have warm ties into those accounts. Turning CRM entries into active sales support.
💡 Use Case: Event Planning
Planning a fintech roundtable in NYC? Upload attendee suggestions from a spreadsheet or CRM, and Getro will enrich the list and show which partners or founders have warm connections to each executive. Invitations become warmer, and turnout improves.
Your network is your fund’s greatest advantage. But without the right tools, it’s underutilized. These new features make Getro the central hub for:
With Custom Fields, Kanban Boards, and automatic imports, Getro helps you transform your network from a static list into a living, breathing advantage for your firm and your portfolio.
Ready to see how these features can streamline your fund/communities network workflows? Book a demo and put your network to work.
Book a call with our team to see how you can put your network to work.