Streamline your venture capital process with customizable Notion templates. Keep track of deals, investors, and portfolios all in one place, and learn how Notion organization can help you make more informed decisions faster.
1. Portfolio Company Resources Center
Whether you’re building your team wiki or sharing key resources with internal or external partners, this resource hub can help organize information to make things easier to find.
2. Product Due Diligence
For mesarable researchers, analysts and interns. = =
3. Venture Capital Firm in a Box
Running a venture capital firm isn’t easy; with Notion, we can make it easier. This template contains everything you need to run your VC firm.
From a database of all your companies, to custom team pages for your Investment and Community teams, to a home page for everyone at the firm, this template will keep everyone at the firm connected and on the same page. Use it to track sourcing, collaborate with your portfolio CEOs, recruit and hire great people, and more.
4. Angel 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.
5. Questionnaire for VC Fundraising
It helps founders that want to start fundraising to prepare their answers for investors and identify gaps in their current business plan. Furthermore, it helps them to have the full picture of their business plan in one view and align their future plans & values with their co-founders early in the process.
6. Angel 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.
7. VC Decision Hub - IC & Memo Management for VCs
VC Decision Hub is a template designed for VCs to manage their processes connected with Investment Committee meetings and preparation of startup memos for approval. Draft, manage and share investment memos and IC agenda and minutes; and keep everything organised & tracked.
8. Angel 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
9. Simple 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.
