Fundmate 

Introducing Fundmate, the simple and affordable Notion template for micro VCs, solo GPs, and angels. Say goodbye to complex and confusing investment management systems.

Why FundMate?

I developed Fundmate while managing investment deal flow for a 5 mil. USD micro VC, so it has been tweaked and battle tested over several years; tracking several hundred opportunities and dozens of investments.

It is designed to be simple and user-friendly, so you can focus on what matters most: managing and keeping in check your deal flow and portfolio.

Who is it for?

  • Angel investors

  • Micro VCs

  • Solo General Partners

How does it work?

You simply copy and paste the Fundmate template into your Notion account - it is that simple. You can then customize and edit the template based on your needs and requirements.

Main Features

Startup Detail Entry
Template to track all the important parameters of the investment opportunity and a place to keep documents, notes and tasks related to the startup.

Loop Back Calendar
a calendar view to track loop backs/catch up calls or meetings with your opportunities.

Portfolio View
as your opportunities mature into a portfolio, you can keep track of them through this view.

Discovery Funnel
this is the key view which provides a overview of the investment funnel; with visual breakdown of funnel stages and key parameters of the investment opportunities displayed for easy access.

If you have any questions about how to use FundMate or if it a good fit for you please get in touch, I am always happy to help!