Top 9 Free Venture Capital Templates

Streamline your venture capital process with customizable Notion templates. Keep track of deals, investors, and portfolios all in one place, and learn how Notion organization can help you make more informed decisions faster.

What Should Venture Capital Templates Include?

Choosing the right Venture Capital template in Notion can streamline your investment management and analysis. Here are key components to look for:

Deal Flow Management: This component should offer a structured way to track and manage potential investment opportunities, ensuring nothing slips through the cracks.
Investor Relations: Look for templates that facilitate communication and updates with investors, including report generation and distribution capabilities.
Portfolio Performance Tracking: Essential for monitoring the health and growth of investments, this feature should provide clear metrics and benchmarks.
Financial Modeling Tools: A good template will include sophisticated tools for financial projections and scenario analysis to aid in decision-making.

Selecting a template with these components will help you maintain a clear overview of your venture capital activities and make informed decisions.

What Should Venture Capital Templates Avoid?

When selecting a Venture Capital template in Notion, it's essential to be aware of certain features that might hinder rather than help. Here are three key components to steer clear of:

Overly Complex Financial Models: Templates with complicated financial projections can be daunting and unnecessary for initial evaluations. Opt for simplicity that allows quick assessments and updates.
Non-Customizable Elements: Avoid templates that don't allow you to tweak or add new sections as your investment strategy evolves. Flexibility is key in adapting to the dynamic nature of venture capital.
Generic Market Analysis Tools: Ensure the template includes or allows integration with up-to-date and detailed market analysis tools. Generic or outdated tools can lead to poor investment decisions.

Choosing the right template involves avoiding features that complicate rather than simplify the investment process. Look for templates that are flexible, straightforward, and equipped with the right tools for precise analysis.

1Venture Capital Firm in a Box

Running a venture capital firm isn’t easy; with Notion, we can make it easier. This template contains everything you need to run your VC firm.

From a database of all your companies, to custom team pages for your Investment and Community teams, to a home page for everyone at the firm, this template will keep everyone at the firm connected and on the same page. Use it to track sourcing, collaborate with your portfolio CEOs, recruit and hire great people, and more.

A template preview for Venture Capital Firm in a Box

2Angel investment tracker

Angel investing requires careful consideration of a startup’s problem space, market, team, and more. This template consolidates all of your investments, dead or alive, and helps you retain valuable details for making sound business decisions. Use this template to manage your portfolio and coordinate your investment process.

A template preview for Angel investment tracker

3Angel Investor Operating System

Some years ago, I started investing as an angel investor, and the experience has been great. I can meet amazing entrepreneurs worldwide and support them with my money and knowledge.

But at some point, it became a lot of work to manage the deal flow and portfolio companies - especially because I do it at the side.

And till a few months ago, I didn’t have a proper system to solve this issue. But then I sat down and created a full Angel Investor OS in Notion.

👇 What's inside?

- Deal Flow CRM

- Portfolio Monitoring

- KPIs

- Companies

- Co-Investors

- Founders

- Mini Portfolio Page

- Value-Add

- Email Templates

A template preview for Angel Investor Operating System

4Early Stage Founder Questionnare for VCs

The "Early Stage Founder Questionnaire" is specifically designed for Venture Capitalists (VCs) and angel investors who are in the process of evaluating investment opportunities in early-stage startup.

A template preview for Early Stage Founder Questionnare for VCs

5Portfolio Company Resources Center

Whether you’re building your team wiki or sharing key resources with internal or external partners, this resource hub can help organize information to make things easier to find.

A template preview for Portfolio Company Resources Center

6Questionnaire for VC Fundraising

It helps founders that want to start fundraising to prepare their answers for investors and identify gaps in their current business plan. Furthermore, it helps them to have the full picture of their business plan in one view and align their future plans & values with their co-founders early in the process.

A template preview for Questionnaire for VC Fundraising

7Data Room for Prospective LP’s

This template is designed for the venture capital fundraising process by providing a comprehensive and organized structure for presenting essential information to prospective Limited Partners (LPs). Showcase your early stage VC's investment strategies, portfolio strengths, and operational details succinctly. The template serves as both a time-saving tool and a marketing asset to support investor engagements and helping to build trust with potential LP's.

A template preview for Data Room for Prospective LP’s

8Simple angel investing tracker

Welcome to your angel investment tracker. When you connect with a new company, add them to Inbound and move through the funnel as you make progress. Keep track of your portfolio returns, docs and notes over time in one centralized database.

A template preview for Simple angel investing tracker

9Angel Investment Tracker

Helps angel investors track their investments over time by giving them a chance to store all updates, memos, funding, etc in a single place. It also has a nifty IRR tracker for how the investments are doing.

Closing Thoughts

Utilizing these templates streamlines the complex process of venture capital management. They provide a structured approach, ensuring all critical elements are covered efficiently.

By adopting these tools, you can enhance collaboration among team members, leading to more informed decision-making and better investment outcomes. Start implementing today to see the benefits.

Remember, these templates are customizable. Tailor them to fit your specific needs and workflows to maximize their effectiveness in your venture capital endeavors.

What is a Cap Table?

A cap table, or capitalization table, is a spreadsheet or table that shows the equity capitalization for a company, including the percentages of ownership, equity dilutions, and value of equity in each round of investment by founders, investors, and other owners.

What is a Liquidation Preference?

Liquidation preference is a term used in contracts to specify which investors get paid first and how much they get paid in the event of a liquidation event such as the sale of the company, ensuring that these investors receive their investment back before others.

What is a Convertible Note?

A convertible note is a form of short-term debt that converts into equity, typically in conjunction with a future financing round; it generally has a discount rate and a valuation cap, making it an attractive option for early-stage startups and investors.