FundMate - CRM for micro VCs, solo GPs and angels
About this template
Say goodbye to complex and confusing investment management systems.
I developed Fundmate while managing investment deal flow for a 5 mil. USD micro VC, so it has been tweaked and battle tested over several years; tracking several hundred opportunities and dozens of investments.
Are you tired of wrestling with complicated investment management systems? Say hello to Fundmate the simple and affordable Notion template designed exclusively for micro VCs, solo GPs, and angels.
Why choose Fundmate?
- User-Friendly Interface: Fundmate is intentionally designed to be simple and intuitive, allowing you to focus on what truly mattersโmanaging and optimizing your deal flow and portfolio.
- Centralized Startup Detail Entry: Easily input and track all essential parameters of investment opportunities, while conveniently storing documents, notes, and tasks related to each startup.
- Visualize Your Investment Funnel: Gain a comprehensive overview of your investment funnel with our Discovery Funnel feature. Visual breakdowns of funnel stages and key parameters of investment opportunities are at your fingertips for easy access.
- Tasks: Track and manage general tasks or tasks related to startups in the deaflow funnel or portfolio
- Loop Back Calendar: Never miss a beat with loop backs and catch-up calls. Our calendar view ensures you stay on top of your meetings with potential opportunities.
- Manage Your Portfolio Effectively: As your opportunities evolve into a portfolio, Fundmate's Portfolio View keeps you organized and in control of each investment's progress.
- Manage your Deal & Founder Networks Databases to keep your deal generating and founder networks in check!
Who can benefit from Fundmate?
Fundmate is tailored to meet the needs of early-stage startup investors and deal flow managers, including:
- Angel investors seeking simplicity and efficiency in their investment process.
- Micro VCs who want to streamline their deal flow management without breaking the bank.
- Solo General Partners looking for a user-friendly tool to optimize their investment workflow.
