Top 8 Startup Investing Templates

Startup investing is a strategic endeavor that can lead to significant financial returns and the opportunity to support innovative ideas. It requires meticulous tracking of investments, market trends, and the progress of startups. A Startup Investing Notion template can streamline this process by organizing all relevant information in one place, making it easier to make informed decisions and monitor the growth of your investments.

Before you dive into creating your own startup investment system, take a look at these Startup Investing Notion templates below to simplify and enhance your investment management.

What Should Startup Investing Templates Include?

Choosing the right Startup Investing template in Notion can streamline your investment analysis and decision-making process. Here are key components to look for in a high-quality template:

Financial Projections: This section should offer tools for analyzing potential financial outcomes, including profit and loss forecasts and break-even analysis.
Investment Tracking: A good template will have features to track different stages of investments, monitor progress, and compare against market benchmarks.
Stakeholder Information: It's essential to have a dedicated area for managing details about stakeholders, including contact information, investment history, and notes on interactions.
Risk Assessment Tools: Look for templates that include qualitative and quantitative tools to assess and manage the risks associated with each investment.

Selecting a template with these components will help ensure that you have a comprehensive toolset to manage your startup investments effectively.

What Should Startup Investing Templates Avoid?

When selecting a Startup Investing Template in Notion, it's essential to be aware of certain features that might complicate or hinder your investment tracking and analysis. Here are three key components to steer clear of:

Overly Complex Financial Models: Templates with intricate financial models can be confusing and time-consuming. Opt for simplicity to ensure clarity and ease of use.
Non-Customizable Fields: Avoid templates that don't allow you to modify fields. Flexibility is vital for tailoring the template to specific needs and preferences.
Excessive Automation: While some automation is beneficial, too much can obscure the underlying data. Ensure you can always access and understand the raw data.

Choosing the right template involves avoiding features that don't align with your investment strategy and ensuring the tool enhances rather than complicates your decision-making process.

1Angel investment tracker

Angel investing requires careful consideration of a startup’s problem space, market, team, and more. This template consolidates all of your investments, dead or alive, and helps you retain valuable details for making sound business decisions. Use this template to manage your portfolio and coordinate your investment process.

A template preview for Angel investment tracker

2Angel Investment Tracker

Helps angel investors track their investments over time by giving them a chance to store all updates, memos, funding, etc in a single place. It also has a nifty IRR tracker for how the investments are doing.

3Deal Pipeline Management

Key Features:

Customizable Pipeline Stages: Tailor your venture deal pipeline to suit the unique dynamics of your investment process. Whether it's sourcing, screening, due diligence, negotiation, or closing, our template offers flexibility to adapt to your specific workflow requirements.

Visual Progress Tracking: Witness the journey of your venture deals unfold with visual clarity and precision. Track each deal as it progresses through your pipeline, from initial contact to final investment, ensuring transparency and accountability at every stage.

VC-Standard Deal Structure & Documentation: Capture essential deal details and documentation with ease and efficiency. From company profiles and pitch decks to financial statements and legal documents, our template provides dedicated spaces to store and organize all critical information, streamlining your due diligence process and mitigating risk.

Shareable Deal Brief: Able to download deals as pdf to share with other investors

A template preview for Deal Pipeline Management

4Angel Investor Operating System

Some years ago, I started investing as an angel investor, and the experience has been great. I can meet amazing entrepreneurs worldwide and support them with my money and knowledge.

But at some point, it became a lot of work to manage the deal flow and portfolio companies - especially because I do it at the side.

And till a few months ago, I didn’t have a proper system to solve this issue. But then I sat down and created a full Angel Investor OS in Notion.

👇 What's inside?

- Deal Flow CRM

- Portfolio Monitoring

- KPIs

- Companies

- Co-Investors

- Founders

- Mini Portfolio Page

- Value-Add

- Email Templates

A template preview for Angel Investor Operating System

5Simple angel investing tracker

Welcome to your angel investment tracker. When you connect with a new company, add them to Inbound and move through the funnel as you make progress. Keep track of your portfolio returns, docs and notes over time in one centralized database.

A template preview for Simple angel investing tracker

6Angel Investment Tracker

This powerful tracker template for Notion is the perfect way to stay on top of your angel investments. Keep track of the companies you have invested in, at what valuations, how much your portfolio is worth, and much more. This tracker is a must-have tool for angel investors!

Features 💰
- Choose the Round of the deal, the Valuation, the Stock Type, Pro Rata Rights, and more!
- Calculates Unrealized Value and takes Markup into account
- Calculates Profit/Losses and takes Carry into account
- Beautiful charts (via Nochart)

7FundMate - CRM for micro VCs, solo GPs and angels

FundMate makes it easy track all the important parameters of the startup investment opportunities and a place to keep documents, notes and related tasks.

It provides an end to end system for the whole lifecycle of a small VC operation - from an overview of the investment funnel to ability to manage a portfolio of investments made.

FundMate is made based on my experience and designed specifically for angel investors, micro VCs and solo GPs in running their startup investment activity.

A template preview for FundMate - CRM for micro VCs, solo GPs and angels

8Investors Update (For Fund Managers)

Welcome to our Investor's Update Notion template, designed to streamline communication and provide transparent insights into the performance and strategy of our investment firm. This template is tailored for small to medium-sized investment firms seeking to enhance investor relations and keep stakeholders informed.

KILLER FEATURES
✓ AI Generator: Our AI generator utilizes machine learning algorithms to analyze market data and generate investment insights. It can provide predictive analytics, sentiment analysis, and portfolio optimization recommendations to support our investment decision-making process.

Thank you for using our Investor's Update Notion template. Hope this could help you save lots of time to do other important work!

A template preview for Investors Update (For Fund Managers)

Closing Thoughts

Utilizing these templates streamlines the investment process, ensuring you capture all critical data efficiently. This structured approach can significantly enhance decision-making speed and accuracy.

Start implementing these tools today to transform your startup investment strategy. By doing so, you'll save time and increase your potential for higher returns.

What is a Cap Table?

A cap table, or capitalization table, is a spreadsheet or table that shows the equity capitalization for a startup. It lists all company securities such as shares, options, warrants, etc., and their owners.

What is a Convertible Note?

A convertible note is a form of short-term debt that converts into equity, typically in conjunction with a future financing round; essentially, the investor loans money to a startup and instead of a return in cash, receives equity in the company.

What is a Lead Investor?

The lead investor in a funding round for a startup is typically responsible for setting the terms of the investment and often contributes a significant portion of the financial capital in that round.