Angel Investor Planner & Tracker

Streamline your angel investments with our comprehensive Notion template. Manage your deal flow, track portfolio performance, and maintain strong connections with founders and co-investors—all in one place.
About this template

Ultimate Free Notion Template for Angel Investors

Streamline your angel investments with our comprehensive Notion template. Manage your deal flow, track portfolio performance, and maintain strong connections with founders and co-investors—all in one place.

As an angel investor, you have the opportunity to meet incredible entrepreneurs and support groundbreaking innovations. However, managing your investments can become overwhelming, especially if you're juggling multiple deals and responsibilities. Our Notion template provides an intuitive and efficient solution to keep everything organized and accessible, allowing you to focus on what truly matters: making impactful investments.

Key Features:

- Home Dashboard: Central hub with quick links to all sections.
- Deal Flow Tracker: Track and visualize investment stages with a Kanban board.
- Portfolio Overview: Monitor high-level metrics and detailed investment data.
- Company Profiles: Maintain detailed profiles for each portfolio company.
- Co-Investor Directory: Keep track of your network and past collaborations.
- Founder Connections: Log interactions and support provided to founders.
- Email Templates: Ready-to-use templates for efficient communication.

Start simplifying your investments today!

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