Resource Update: VC Fund CRM Template in Airtable
Deals, Diligence & Investment Memo Tracking - V1.1 is now ready for firms and funds in our free template
Thank you to the almost 200+ firms and VCs who have downloaded our VC CRM template. We are sharing our latest updates and thinking here with those that have downloaded our tools and welcome you to share, comment, provided feedback, unsubscribe, or show off how you are using our resources.
As a reminder Special Situations Group works with VCs, Accelerators, Family Offices, Studios, and any allocator that wants develop operational excellence. Investors love evaluating investments and supporting their portfolios - we help them get back to work.
We offer Fractional CFO/COO services to investors and firms - from standing up VC firms, building accelerators, and more nuanced projects.
Special Situations is about the long game. Build today to enable better decisions tomorrow.
We first released this resource in August 2023 and it has been downloaded and customized by almost 200+ firms and VCs. Today we are introducing new updated in our V1.1 VC Investment Firm Tracker CRM.
Changelog:
It now includes an interface to coordinate with Back Office teams, reducing the friction of document collection, review and execution.
Provides an easier way to review, and ultimately execute a wire.
Do you need custom help or integration with the rest of your tools/firm? Reach out for hourly help.
This tool — just like the investment decision itself — is the foundation for the fund’s quarterly and annual operating cadence. The decision, and the backing behind the decision, build out the schedule of investments, provide data for the quarterly LP update, drive alignment between fund accounting, external fund administrators, the audit team, and ultimately, fill the data room to raise the next fund.
What it does:
Tracks each inbound and outbound investment opportunity
Asks key diligence questions and stores answers
Coordinates the investment team to review and decide with velocity
Sets up your back office and fund admin teams to execute async
Creates the ready-made snapshot you’ll need for your next LP update
Lays the foundation for a great data room to raise your next fund
Why it matters:
Never miss a deal because you dropped a ball from your inbox
Alignment internally reduces error, builds trust, and creates long-term learning
A reputation with founders for being transparent, responsive, predictable, and fair
Reduces the likelihood of hindsight bias when examining performance over long cycles
Demonstrates you invest with a test and refined process that’s your own rather than crowd-following