Portfolio Management
Stay on top of your portfolio with real-time performance tracking, streamlined reporting, and investor relations tools that keep everyone in the loop and on the same page.
Board Meeting Scheduling & Minutes
Use an Airtable base to manage board meeting schedules, agendas, and minutes. Integrate with calendar tools using Zapier or Make.com to automate meeting invitations and reminders.
Cap Table Management
Store cap table data in an Airtable base, with tables for investors, investments, and share classes. Use formulas and summary fields to calculate ownership percentages and automate updates based on funding rounds.
Investor Relations Management
Manage investor contacts and communications in an Airtable base, with tables for investors, interactions, and preferences. Use Zapier or Make.com to automate email updates and integrate with CRM tools.
Portfolio Company Performance Tracking
Create an Airtable base to store portfolio company data, with tables for financials, metrics, and updates. Use linked records and roll-up fields to aggregate data and automate reporting using Zapier or Make.com integrations.