Introduction
Efficiently track your portfolio companies with our Investor Portfolio Companies Template. Designed for venture capitalists and investors, this template helps manage multiple rounds, contacts, term sheets, and press mentions.
Key Features
Contacts Management: Link contacts to portfolio companies for easy access to detailed information. Investment Tracking: Use rollup fields to aggregate data from investment rounds, showing total invested and share ownership. Document Management: Attach term sheets and other important documents to each company record. Press Mentions: Track and store press mentions related to portfolio companies.
How to use
- 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.
