Are you overwhelmed by all the tasks of your angel investing? This template helps you manage everything from sourcing deals and tracking connections to monitoring your portfolio in one place.
tableMaker
Hey, Fellow Makers (and Angel Investors) 🖐,
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
📹 Do you want to see how I created it? I documented the whole journey on YouTube.
https://www.youtube.com/playlist...
I hope you enjoy this little tool and that it brings you some value. Make sure to leave your ideas for new features in the comments.
🚀 Happy investing!
Max
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table@maximilian_fleitmann love this resource! 🙌
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@maximilian_fleitmann Looks amazing! Congratulations on the launch!
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tableMaker
@michael_sieb Thanks guys!
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tableMaker
@porush_puri Thanks for your ongoing support!
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ThreeDee@maximilian_fleitmann Great progress, guys! 🙌 looks amazing :)
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This is extremely helpful for both investors and entrepreneurs. Going to be checking the video out. All the best on the launch! @maximilian_fleitmann
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tableMaker
@yashthakker Appreciate it!
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Super interesting. Not only for angel investors but also for the ones who want to receive funding. It is always a good idea to know how the other side works and to try to make their live as easy as possible!
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tableMaker
@christoph_r Thanks!
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Finally, some Notion templates you can actually work with 🚀 I hope there are more templates coming soon. They are super helpful! Thanks @maximilian_fleitmann and @sina_sadegh!
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tonaMaker
@maximilian_fleitmann @hendrik_arndt Thx Hendrik!
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WIDTHInspiring product! With your work, hope there will be more angel investors in the world. I also want to try 😇 investing for problem solvers like me someday ;)
Congrats on your launch 👼
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tableMaker
@tazo1 Thanks Tazo!
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Growth Marketing ChecklistsFantastic work as always Max! Always producing epic value!
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tonaMaker
@dansiepen Thx Dan :)
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tableMaker
@dansiepen 💙
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Growth Marketing Checklists@sina_sadegh You're welcome Sina! You're lucky to be working with the great @maximilian_fleitmann 🔥
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tableMaker
@sina_sadegh @dansiepen HAHAHHAHAH Legend!
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Convertfiles.ai@maximilian_fleitmann Congratulations on the launch
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tableMaker
@mayank_malviya004 Thank you so much!
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