VC Deal Flow CRM
About this template
Take control of your deal flow with Clay's VC Deal Flow CRM for Notion. This powerhouse template helps you manage the flood of pitches and opportunities like a pro.
- Track startups from first contact to final decision, with all the important details at your fingertips.
- Rate potential investments, log meeting notes, and set reminders for due diligence deadlines.
- Easily filter deals by sector, stage, or potential return to find your next unicorn.
- Keep your partners updated with shared views and quick status checks.
- Customize fields to match your firm's investment thesis and decision-making process.
Whether you're a solo angel or part of a larger fund, this CRM keeps you on top of your game. Why use Affinity or Salesforce when the rest of your team uses Notion?
Ready to streamline your pipeline and make smarter investment decisions? Let's dive in and start building that stellar portfolio.
