<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 Funnel
is 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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<aside> <img src="/icons/arrow-down_blue.svg" alt="/icons/arrow-down_blue.svg" width="40px" /> People Networks
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<aside> <img src="/icons/arrow-down_blue.svg" alt="/icons/arrow-down_blue.svg" width="40px" /> Portfolio Views
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<aside> 💡 If you need further assistance with this template, reach out to us via email.
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