FundMate - CRM for micro VCs, solo GPs and angels

FundMate is a an operating system spannig dealflow funnel management, network management, tasks,  portfolio CRM and more designed specifically for micro VCs, solo GPs and angels investors.
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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.

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