Venture Capital OS
Venture Capital OS — The All-in-One Notion Template for Venture Capital Firms, Angel Investors & Fund ManagersVenture Capital OS is a complete Notion operating system built to run your entire investment firm from a single dashboard. From sourcing startups and tracking deal flow to writing investment memos, supporting portfolio companies, updating LPs, and managing exits — every stage of the VC lifecycle lives in one connected workspace. Stop juggling spreadsheets, scattered notes, and disconnected tools. This template centralizes your pipeline, relationships, and reporting so your fund runs like a machine.What's Inside — 8 Connected Databases1. Startup Deal FlowYour core sourcing pipeline. Track every startup with properties for Sector (AI, Fintech, Healthtech, SaaS, Climate, Consumer, Cybersecurity), Stage (Pre-Seed → Growth), Deal Status (New, Screening, Partner Review, Investing, Passed), Valuation, Ask Amount, Location, and an automatic Deal Size Category formula (Large vs. Early Round). Linked to Founders, Meetings, Investment Memos, and Portfolio Startups.2. FoundersA relationship CRM for the people behind the deals. Capture Founder Name, Startup, Role (CEO, CTO, COO, Founder), Email, Location, Last Contact Date, and Relationship Strength (New, Warm, Strong). A Founder Follow-Up formula flags who needs re-engagement.3. MeetingsLog every interaction, including Intro Calls, Partner Meetings, Demos, Diligence Calls, and Portfolio Check-Ins. Track Date, Status, Owner, Notes, and connect meetings to founders and startup deals.4. Investment MemosStandardize your investment decisions. Each memo tracks Recommendation (Invest, Pass, Watch, More Diligence), Thesis (AI Automation, Vertical SaaS, Fintech Infrastructure, Healthcare Access, Climate Efficiency, Cybersecurity), Status (Draft, Partner Review, Final), and Memo Date.5. Portfolio StartupsManage your active investments after closing. Track Invested Amount, Ownership %, Current Valuation, Investment Date, Sector, and Status (Active, Needs Support, Follow-On, Exited). A Portfolio Signal formula automatically surfaces companies that require attention.6. Portfolio SupportTurn portfolio value-add into an actionable task board. Log Support Type (Hiring, Fundraising, Sales Intro, Product Strategy, Finance, Legal), Priority, Owner, Due Date, and Status. A Support Alert formula highlights high-priority open items.7. Exit TrackerMonitor liquidity events from the earliest signal through completion. Track Exit Type (Acquisition, IPO, Secondary Sale, Shutdown), Expected Value, Buyer/Market, Expected Date, and Status (Early Signal, Active Talks, Term Sheet, Closed), with an automatic Exit Stage formula.8. LP UpdatesKeep limited partners informed with organized communications. Manage Monthly Updates, Quarterly Letters, Capital Calls, Annual Meetings, and Portfolio Reports using Status (Draft, Reviewed, Sent), LP Group, Key Message, and Date.Dashboards & Views Included Meetings Calendar Startup Deal Flow Pipeline Board Portfolio Startups Status Board Portfolio Support Task Board Exit Tracker Pipeline LP Updates Status Board Founders Relationship Pipeline Investment Memos Recommendation Board Follow-Up Calendar Built-in Deal Flow & Portfolio Analytics Everything is launched from a central Home Dashboard with convenient Quick Action buttons for faster navigation.How the Workflow WorksSource a startup in Startup Deal Flow → Log the founder and meetings → Write an investment memo → Approve the investment and automatically move it into Portfolio Startups → Support portfolio companies through Portfolio Support → Report progress via LP Updates → Track liquidity events inside the Exit Tracker.Because every database is connected through Notion relations, one update automatically flows across your entire venture capital operating system.Who Is This For? Venture capital firms Micro VC funds Angel investors Solo capitalists Syndicate leads Fund managers Family offices Startup accelerators Perfect for anyone looking for a professional and scalable system to manage deal sourcing, investment decisions, portfolio operations, founder relationships, LP reporting, and exits—all inside Notion.Why Choose Venture Capital OS? 8 fully connected databases Ready-to-use pipeline boards Automated formulas & smart workflows Professional dashboards & analytics Clean and intuitive interface 100% customizable No setup required Simply duplicate the template and start managing your venture capital firm in minutes.
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