1️⃣ A robust system built in Airtable, allows you to manage investments, meetings, LPs, portfolio companies and more. 2️⃣ A template in Notion which is a bit simpler and catered towards angels to help them manage their deal flow, network and portfolio.
I've been watching Alex use Airtable/Notion over the past few years as an investor, he blows my mind. Happy he's finally published these as templates. These are best in class.
This is amazing! I've seen Alex build his whole portfolio on this Airtable and create an incredible OS. This is a real GEM and something that will up the value of your Portfolio OS.
Notion
NVSTly: Social Investing