Angel Investing CRM & Portfolio Tracker - TBHA

Angel Investing CRM & Portfolio Tracker

Angel Investing CRM & Portfolio Tracker

Streamline your investment journey with our comprehensive Notion Template, designed to manage every aspect of your investment process efficiently.

Streamline your investment journey with our comprehensive Notion Template, designed to manage every aspect of your investment process efficiently.

Centralize your networking and track every connection

Streamline your investment pipeline

Gain clear insights into your portfolio's performance

A screenshot of a "Networking CRM" interface showing a table with columns such as Name, Role, Company/Startup, Title, and LinkedIn. The entries include names like Alperen Zeki Gökmen, Beliz Belek Şıman, and Brian Chesky, with roles such as "The Brutally Honest Mentor" and "Startup Founder" listed next to them.

A screenshot of a "Networking CRM" interface showing a table with columns such as Name, Role, Company/Startup, Title, and LinkedIn. The entries include names like Alperen Zeki Gökmen, Beliz Belek Şıman, and Brian Chesky, with roles such as "The Brutally Honest Mentor" and "Startup Founder" listed next to them.

A screenshot of a "Networking CRM" interface showing a table with columns such as Name, Role, Company/Startup, Title, and LinkedIn. The entries include names like Alperen Zeki Gökmen, Beliz Belek Şıman, and Brian Chesky, with roles such as "The Brutally Honest Mentor" and "Startup Founder" listed next to them.

Build Valuable Connections

Build Valuable Connections

Keep track of every contact in your network, from founders to co-investors. Easily manage and access detailed information about each individual you meet.

Keep track of every contact in your network, from founders to co-investors. Easily manage and access detailed information about each individual you meet.

Streamline Your Investment Process

Streamline Your Investment Process

Efficiently move startups through your investment pipeline. Organize and track each stage of the process, from initial review to due diligence, ensuring nothing falls through the cracks.

Efficiently move startups through your investment pipeline. Organize and track each stage of the process, from initial review to due diligence, ensuring nothing falls through the cracks.

A screenshot of an "Investment Pipeline" interface displaying a table with stages such as "First Meeting" and "Follow Up." The entry shown is for "Square (Block Inc.)" with an investment amount listed. On the right side, there are detailed "Special Notes by Stage" related to a review stage, including checklists for tasks such as reviewing data and analyzing product and market fit.

A screenshot of an "Investment Pipeline" interface displaying a table with stages such as "First Meeting" and "Follow Up." The entry shown is for "Square (Block Inc.)" with an investment amount listed. On the right side, there are detailed "Special Notes by Stage" related to a review stage, including checklists for tasks such as reviewing data and analyzing product and market fit.

A screenshot of an "Investment Pipeline" interface displaying a table with stages such as "First Meeting" and "Follow Up." The entry shown is for "Square (Block Inc.)" with an investment amount listed. On the right side, there are detailed "Special Notes by Stage" related to a review stage, including checklists for tasks such as reviewing data and analyzing product and market fit.

A screenshot of a "Portfolio" interface showing a table of portfolio companies. The table lists companies such as Airbnb with an invested amount of $50,000 and Square (Block Inc.) with an invested amount of $100,000. Tabs at the top allow filtering between "Active Company" and "Exited Company.

A screenshot of a "Portfolio" interface showing a table of portfolio companies. The table lists companies such as Airbnb with an invested amount of $50,000 and Square (Block Inc.) with an invested amount of $100,000. Tabs at the top allow filtering between "Active Company" and "Exited Company.

A screenshot of a "Portfolio" interface showing a table of portfolio companies. The table lists companies such as Airbnb with an invested amount of $50,000 and Square (Block Inc.) with an invested amount of $100,000. Tabs at the top allow filtering between "Active Company" and "Exited Company.

Monitor Your Investments

Monitor Your Investments

Stay on top of your investments with detailed tracking of investment amounts, share prices, and key dates. Analyze your portfolio’s performance and make data-driven decisions.

Stay on top of your investments with detailed tracking of investment amounts, share prices, and key dates. Analyze your portfolio’s performance and make data-driven decisions.

What is it?

What is it?

Invest Smarter, Achieve More

Invest Smarter, Achieve More

Invest Smarter, Achieve More

Investor

€̶2̶0̶0̶ €100

Comprehensive Networking CRM
Detailed Investment Pipeline Management
Company Information Tracking
Portfolio Performance Monitoring
Active and Exited Investments Data Tracking
Email Blueprint Collection for Ecosystem Communication
Personal Page for Investment Theses and Contact Information

Join the Vanguard of

Angel Investing

Join the Vanguard of

Angel Investing

EXCLUSIVE INSIGHTS AWAIT

EXCLUSIVE INSIGHTS AWAIT

Elevate your investment journey with access to premier resources,

mentorship, and a community of experts. Don't miss out on the knowledge that could

define your next big move.

The Brutally Honest Angel © 2024. All rights reserved.

The Brutally Honest Angel © 2024.

All rights reserved.

The Brutally Honest Angel © 2024. All rights reserved.