Over the last two years, I built a robust operating system for running a VC fund. It is built in Airtable and integrates with Google Calendar and Slack. It allows you to manage investments, meetings, LPs, portfolio companies and more. Check out the videos below or get a copy.
This is a guide to the Airtable-based Operating System that I built to run a VC firm - investment pipeline, portfolio tracking, LP CRM, meeting tracker, productivity, etc.
Using this tool, I have been able to manage 70+ portfolio companies and 100+ LPs efficiently as a solo GP without any admin support.
This is meant to handle a lot of different functions involved in running a VC firm, but it is build modularly, so that it can be used for just parts. For example, as a portfolio management tool alongside a dedicated CRM, this can work very well (especially with cross linking).
It can also be used by Angel Investors who want to track the companies they meet, their co-investors and intro sources, along with their holding values.
I recommend spending time exploring it and then making the necessary modifications and additions to suit your working style and needs.
All videos can be found here.
As questions come up, I plan to publish more detailed videos.
Another overview video can be found here:
You can also so a basic taxonomy here:
For a live demo and questions, reach out to alexoppenheimer [at] gmail
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