👋 Welcome to your Investor OS

This private Notion system helps you track deal flow, organize your data room, automate investor follow-ups, and stay compliant — all in one place.

Built by founders. Used to close real rounds. Instant download. Zero fluff.

Process status

Table of content

📊 Deal Flow Tracker

🗂️ Data Room Template

📄 Investor CRM

🛑 Red Flag Compliance Checklist

📨 LP & Investor Comms Pack

📎 Pitch Deck & Financials

📈 Live Dashboard (Auto Summary)

Deal Flow Tracker

Investor CRM

Data Room Template