<aside> 👇 To Get You Started (you can delete this section afterwards)
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<aside> 💡 *Capital Navigator: LP Operating System is a simple yet system to track GP/VC deal flow funnel & portfolio for family offices and LPs deploying capital in venture opportunities. It combines a dealflow CRM, scoring, document/note mangement and internal task tracking; among others features:
Actions
buttons enable you to quickly add new entries to respective databases.
Tasks
section enables you to assign tasks related to GP/VCs in dealflow & portfolio.
Navigation
containts links to all the different views and databases containted within Capital Navigator for easy access.
People Networks
are people-based CRMs for tracking your investor peer network, introducers or venture partners and startup founders You can assign deals between Deal Network
and the main GP/VC database to track deal origination from your network; as well as create connections between GPs and funds in the dealflow funnel to connect GPs (persons) to funds in your funnel or portfolio.
Dealflow Funnel Views
* *These views are all different slicing on the same database of startups. Discovery Funnel
is the main view for your dealflow funnel, whereas Portfolio
is a view on funds that mature into an actual investment.
At a Glance
section gives a quick peek into your GP/VC dealflow funnel dynamics.*
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<aside> <img src="/icons/arrow-down_purple.svg" alt="/icons/arrow-down_purple.svg" width="40px" /> People Networks
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<aside> <img src="/icons/arrow-down_purple.svg" alt="/icons/arrow-down_purple.svg" width="40px" /> Portfolio View
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<aside> <img src="/icons/arrow-down_purple.svg" alt="/icons/arrow-down_purple.svg" width="40px" /> GP/VC Dealflow Funnel Views
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💬 If you have any questions or need help with this template, please reach out via email
or X
. I will do my best to assist you! Tomas 🙂
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