How should I use this Investor portfolio companies template?
Keep track of existing portfolio companies, with support for multiple rounds, associated contacts, term sheet attachments, press mention tracking, and more. Add or change fields and tables to customize this template to your exact workflow. Here are a few tips to get you started.
- The Contacts field in the Portfolio companies table is a linked record field. That means that if you click on one of the blue tokens with a contact's name, it'll open up an expanded version containing information about that contact from the Contacts table.
- The Total invested and Total share ownership fields in the Portfolio companies tables are rollup fields. These rollup fields aggregate values from the records in the Investment rounds table, by using the linked records in the Funding rounds field.
Use this template
Click on the Copy base button from the bottom of the Airtable embed to copy the template into your Airtable workspace.
