Angel Investor Planner & Tracker
About this template
Ultimate Free Notion Template for Angel Investors Streamline your angel investments with our comprehensive Notion template. Manage your deal flow, track portfolio performance, and maintain strong connections with founders and co-investors—all in one place. As an angel investor, you have the opportunity to meet incredible entrepreneurs and support groundbreaking innovations. However, managing your investments can become overwhelming, especially if you're juggling multiple deals and responsibilities. Our Notion template provides an intuitive and efficient solution to keep everything organized and accessible, allowing you to focus on what truly matters: making impactful investments. Key Features: - Home Dashboard: Central hub with quick links to all sections. - Deal Flow Tracker: Track and visualize investment stages with a Kanban board. - Portfolio Overview: Monitor high-level metrics and detailed investment data. - Company Profiles: Maintain detailed profiles for each portfolio company. - Co-Investor Directory: Keep track of your network and past collaborations. - Founder Connections: Log interactions and support provided to founders. - Email Templates: Ready-to-use templates for efficient communication. Start simplifying your investments today!
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How to use this template with A.I
Delegate this template to NØtis and have your personal assistant automatically manage it for you.
1
Duplicate this template in your Notion workspace.
2
Create your NØtis account.
3
When authorizing NØtis to your Notion workspace, make sure to click "select pages to share with NØtis" and choose your new template in the list.
4
Make sure the template appears in your synced database and is activated.
Make it your own
Optionally, you can give additional instructions to NØtis directly by customizing the template.
1
You can add additional instructions for NØtis in the database descriptions. To access the description, right click a database and click "view database"
2
Add your instructions in the description. E.g. "For each entry, create a post for Instagram, Facebook and Twitter, etc."
3
You can also add instructions in each field descriptions. E.g. "A short description of the expense like 'dinner at Luigi'".
4
NØtis automatically sync your databases every hour but you cal always ask NØtis to synchronise them right away or ask the link to your user portal.
