Private Equity Firm OS

Private Equity Firm OS — All-in-One Notion Template for PE Deal Flow, Portfolio & ExitsRun your entire private equity firm from one connected Notion workspace. Private Equity Firm OS is an all-in-one operating system for private equity funds, family offices, search funds, independent sponsors, and investment teams. Manage deal sourcing, due diligence, investment committee approvals, portfolio companies, value creation initiatives, and exits through eight fully connected relational databases.Perfect for: PE fund managers, partners, associates, analysts, family offices, search funds, and M&A teams seeking a single source of truth.What's Included1. Target Companies Track acquisition targets with revenue, EBITDA, ownership type, contacts, and sourcing status. Automatically classify companies by size.2. Deals Pipeline Manage every live opportunity from sourcing through screening, due diligence, IC review, closing, or passing. Includes automatic EBITDA multiple calculations and linked records across the workspace.3. Contacts CRM Organize founders, CEOs, bankers, advisors, and investors with relationship tracking, follow-up reminders, and outreach history.4. Due Diligence Run structured diligence across financial, legal, commercial, operational, technology, and HR workstreams with owners, priorities, deadlines, and critical issue alerts.5. Investment Committee Manage IC memos, meeting schedules, recommendations, and approval workflows from draft to final decision.6. Portfolio Companies Monitor acquisitions with entry value, current value, operating health, acquisition dates, and automated value creation percentage.7. Value Creation Plans Track strategic initiatives including revenue growth, cost reduction, hiring, technology, pricing, and M&A with owners, timelines, and impact.8. Exit Pipeline Plan strategic sales, secondary buyouts, IPOs, or recapitalizations while tracking expected value, readiness, advisors, and timelines.Connected Investment WorkflowSource targets → Manage active deals → Complete due diligence → Investment Committee approval → Portfolio management → Value creation → Exit execution.Every database is relational, allowing you to open any deal and instantly access its target company, contacts, diligence items, IC memo, portfolio company, initiatives, and exit plan.Features 8 fully connected relational databases Deal pipeline Kanban boards Portfolio dashboards Due diligence tracker Investment committee workflow Relationship CRM Exit planning system Automated formulas and alerts Tables, calendars, galleries, and dashboards Quick Action home dashboard Fully customizable Works with every Notion plan

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