<aside> 👇 To Get You Started (you can delete this section afterwards)

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<aside> 💡 Fund Flow is a simple yet complete system to track your portfolio developed in cooperation between Vestberry and NotionVC.com. It enables you to track and manage your VC portfolio - whether you are a VC, solo GP or an 😇 *investor.

This template is usable on its own as-is, but to see the full power of integration and automation between Notion and Vestberry, click here.

Actions buttons enable you to quickly add new entries to respective databases.

Navigation containts links to all the different views and databases containted within Fundmate for easy access.

Discovery 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 startups that mature into an actual investment.

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 startup database to track deal origination from your network; as well as create connections between Founders and startups in the dealflow funnel.

At a Glance section gives a quick peek into your funnel & portfolio*

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Actions

Navigation

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

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Founders

<aside> <img src="/icons/arrow-down_blue.svg" alt="/icons/arrow-down_blue.svg" width="40px" /> Portfolio Views

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Portfolio

Loop Back Calendar

Full Database

At a Glance

Analysis

Portfolio Operational Status

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Portfolio Financial Status

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<aside> 💡 If you need further assistance with this template, reach out to us via email.

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