<aside> 👇 To Get You Started (you can delete this section afterwards)

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<aside> 💡 Fundmate is a simple yet complete system to track your deal flow funnel - whether you are a micro VC, solo GP or an 😇 *investor.

Actions buttons enable you to quickly add new entries to respective databases.

Navigation containts links to all the different views and databases containted within Fundmate for easy access.

Discovery Funnel Views* *These views are all different slicing on the same database of startups. Discovery Funnelis the main view for your dealflow funnel, whereas Portfolio is a view on startups that mature into an actual investment.

People Networks are people-based CRMs for tracking your investor peer network, introducers or venture partners and startup founders You can assign deals between Deal Network and the main startup database to track deal origination from your network; as well as create connections between Founders and startups in the dealflow funnel.

Tasks enables you to create and track tasks related to startups in the dealflow funnel or simply any general tasks you want to track.*

At a Glance section gives a quick peek into your funnel & portfolio

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🎥 Watch The Walkthrough Video:

https://youtu.be/I9dQx5x4Kqo

Actions

Navigation

<aside> <img src="/icons/arrow-down_purple.svg" alt="/icons/arrow-down_purple.svg" width="40px" /> People Networks

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Founders

Deal Network

<aside> <img src="/icons/arrow-down_purple.svg" alt="/icons/arrow-down_purple.svg" width="40px" /> Portfolio View

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<aside> <img src="/icons/arrow-down_purple.svg" alt="/icons/arrow-down_purple.svg" width="40px" /> Discovery Funnel Views

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Discovery Funnel

Loop Back Calendar

Full Database

Portfolio

Tasks

Tasks (1)

Funnel At a Glance

Analysis

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Portfolio

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<aside> 💬 If you need further assistance with this template, please do not hesitate to reach out to me via email or at X/Twitter and I will do my best to help 🙂

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