Top 8 Angel Investing Templates

Stay on top of your angel investing decisions with Notion angel investing templates. Easily track investments, manage meetings, and take control of your portfolio with ease. Choose from our pre-designed templates or customize your own to fit your needs.

What Should Angel Investing Templates Include?

Choosing the right Angel Investing template in Notion can streamline your investment tracking and decision-making process. Here are key components to look for:

Deal Flow Management: This component should offer a structured way to track and manage potential investment opportunities, ensuring you never miss out on promising startups.
Investment Analysis Tools: Look for templates that include tools for analyzing the financial and strategic aspects of potential investments to make informed decisions.
Portfolio Tracking: A good template will help you monitor the performance of your investments, providing insights into returns, growth, and more.
Stakeholder Communication: Ensure the template facilitates communication with other stakeholders, such as co-investors and entrepreneurs, to maintain clear and open channels.

Selecting a comprehensive template empowers you to manage your investments more effectively and focus on growing your portfolio.

What Should Angel Investing Templates Avoid?

When selecting an angel investing template in Notion, it's important to be aware of certain features that might complicate or hinder your investment tracking and analysis. Here are three key components to steer clear of:

Overly Complex Financial Models: Templates that include excessively detailed financial models can be overwhelming and unnecessary for angel investing, where simpler estimations often suffice.
Non-Customizable Fields: Avoid templates that don't allow you to customize fields. Angel investments are unique, and flexibility in data entry is essential for tailoring analysis to specific needs.
Limited Reporting Capabilities: Ensure the template can generate comprehensive reports. Templates that offer only basic reporting might not provide the depth of insight needed to make informed decisions.

Choosing the right template involves looking for simplicity, customization, and comprehensive reporting to effectively support your investment decisions.

1Angel investment tracker

Angel investing requires careful consideration of a startup’s problem space, market, team, and more. This template consolidates all of your investments, dead or alive, and helps you retain valuable details for making sound business decisions. Use this template to manage your portfolio and coordinate your investment process.

A template preview for Angel investment tracker

2Angel Investment Tracker

Helps angel investors track their investments over time by giving them a chance to store all updates, memos, funding, etc in a single place. It also has a nifty IRR tracker for how the investments are doing.

3Deal Pipeline Management

Key Features:

Customizable Pipeline Stages: Tailor your venture deal pipeline to suit the unique dynamics of your investment process. Whether it's sourcing, screening, due diligence, negotiation, or closing, our template offers flexibility to adapt to your specific workflow requirements.

Visual Progress Tracking: Witness the journey of your venture deals unfold with visual clarity and precision. Track each deal as it progresses through your pipeline, from initial contact to final investment, ensuring transparency and accountability at every stage.

VC-Standard Deal Structure & Documentation: Capture essential deal details and documentation with ease and efficiency. From company profiles and pitch decks to financial statements and legal documents, our template provides dedicated spaces to store and organize all critical information, streamlining your due diligence process and mitigating risk.

Shareable Deal Brief: Able to download deals as pdf to share with other investors

A template preview for Deal Pipeline Management

4Angel Investor Operating System

Some years ago, I started investing as an angel investor, and the experience has been great. I can meet amazing entrepreneurs worldwide and support them with my money and knowledge.

But at some point, it became a lot of work to manage the deal flow and portfolio companies - especially because I do it at the side.

And till a few months ago, I didn’t have a proper system to solve this issue. But then I sat down and created a full Angel Investor OS in Notion.

👇 What's inside?

- Deal Flow CRM

- Portfolio Monitoring

- KPIs

- Companies

- Co-Investors

- Founders

- Mini Portfolio Page

- Value-Add

- Email Templates

A template preview for Angel Investor Operating System

5Simple angel investing tracker

Welcome to your angel investment tracker. When you connect with a new company, add them to Inbound and move through the funnel as you make progress. Keep track of your portfolio returns, docs and notes over time in one centralized database.

A template preview for Simple angel investing tracker

6Angel Investment Tracker

This powerful tracker template for Notion is the perfect way to stay on top of your angel investments. Keep track of the companies you have invested in, at what valuations, how much your portfolio is worth, and much more. This tracker is a must-have tool for angel investors!

Features 💰
- Choose the Round of the deal, the Valuation, the Stock Type, Pro Rata Rights, and more!
- Calculates Unrealized Value and takes Markup into account
- Calculates Profit/Losses and takes Carry into account
- Beautiful charts (via Nochart)

7FundMate - CRM for micro VCs, solo GPs and angels

FundMate makes it easy track all the important parameters of the startup investment opportunities and a place to keep documents, notes and related tasks.

It provides an end to end system for the whole lifecycle of a small VC operation - from an overview of the investment funnel to ability to manage a portfolio of investments made.

FundMate is made based on my experience and designed specifically for angel investors, micro VCs and solo GPs in running their startup investment activity.

A template preview for FundMate - CRM for micro VCs, solo GPs and angels

8Investors Update (For Fund Managers)

Welcome to our Investor's Update Notion template, designed to streamline communication and provide transparent insights into the performance and strategy of our investment firm. This template is tailored for small to medium-sized investment firms seeking to enhance investor relations and keep stakeholders informed.

KILLER FEATURES
✓ AI Generator: Our AI generator utilizes machine learning algorithms to analyze market data and generate investment insights. It can provide predictive analytics, sentiment analysis, and portfolio optimization recommendations to support our investment decision-making process.

Thank you for using our Investor's Update Notion template. Hope this could help you save lots of time to do other important work!

A template preview for Investors Update (For Fund Managers)

Closing Thoughts

Utilizing these templates streamlines the investment process, allowing you to focus on making informed decisions. They provide a structured way to evaluate potential investments efficiently.

Start implementing these tools today to enhance your investment strategy. Their adaptability ensures they can be tailored to fit your specific needs, maximizing your investment potential.

What is a Convertible Note?

A convertible note is a short-term debt that converts into equity, typically in conjunction with a future financing round; it is often used by angel investors to delay establishing a valuation for the startup.

What is a Due Diligence?

Due diligence in angel investing refers to the process where investors review a startup's business model, market, products, management team, and financials to assess the potential risk and return before investing.

What is a Syndicate?

A syndicate is a group of angel investors who pool their financial resources to invest in a startup, often led by one experienced angel who negotiates the terms and manages the investment.