<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 Funnelis 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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https://youtu.be/uF6TZCZ2LCU

Actions

Navigation

<aside> <img src="/icons/arrow-down_purple.svg" alt="/icons/arrow-down_purple.svg" width="40px" /> People Networks

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GPs

Deal Network

<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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Dealflow Funnel

Loop Back Calendar

Full Database

Portfolio

Overviews

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GP/VC Dealflow Funnel

Analysis

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Tasks

Tasks

GP/VC Portfolio

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<aside> 💬 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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