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.
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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