1️⃣ A robust system built in Airtable, allows you to manage investments, meetings, LPs, portfolio companies and more.
2️⃣ A template in Notion which is a bit simpler and catered towards angels to help them manage their deal flow, network and portfolio.
I've been watching Alex use Airtable/Notion over the past few years as an investor, he blows my mind. Happy he's finally published these as templates. These are best in class.
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This is amazing! I've seen Alex build his whole portfolio on this Airtable and create an incredible OS. This is a real GEM and something that will up the value of your Portfolio OS.
Alex is the best template and no code builder I know out there. Together with that - he's also an outstanding financial modeler. I'm sure these templates are going to be incredibly useful for any VC out there!
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