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.
I have adopted Angel Investor OS for my own startup portfolio overview.
It's a great starting point that required just a few adjustments before being ready for my own situation.
It saved me a lot of time and thinking!
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Framer — Launch websites with enterprise needs at startup speeds.
Launch websites with enterprise needs at startup speeds.
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
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!
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!
Inspiring 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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