FundMate - CRM for micro VCs, solo GPs and angels

About this template
Fundmate: Simple Investment Management for Notion
Say goodbye to complex investment management systems.
Developed and refined over several years while managing deal flow for a $5M micro VC, Fundmate is battle-tested, tracking hundreds of opportunities and dozens of investments.
🚀 Why Choose Fundmate?
✨ User-Friendly Interface:
Simple, intuitive, and distraction-free, designed specifically for micro VCs, solo GPs, and angel investors.
📌 Centralized Startup Management:
Easily input and manage crucial details of your investment opportunities.
Store documents, notes, and tasks seamlessly.
📈 Visualize Your Investment Funnel:
Get a clear visual breakdown of your deal pipeline stages using the Discovery Funnel.
Instant access to key parameters at every funnel stage.
✅ Efficient Task Management:
Track general tasks or those related specifically to startups in your deal flow or portfolio.
📅 Loop Back Calendar:
Never miss follow-ups or important meetings with an integrated calendar view designed for loop backs and catch-up calls.
💼 Portfolio Management Simplified:
Effortlessly manage your growing portfolio with clear progress tracking and updates.
🤝 Deal & Founder Networks:
Maintain organized databases for deal-generating networks and founder contacts to boost your sourcing capabilities.
👤 Who Can Benefit?
Fundmate is designed for early-stage investment professionals, including:
Angel Investors
looking for simplicity and efficiency.Micro VCs
who need a streamlined, affordable deal management solution.Solo General Partners
seeking a user-friendly, intuitive workflow tool.
Make investing simpler, smarter, and stress-free with Fundmate.