Simple CRM for Venture Investors

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Simple CRM for Venture Investors

Created by NGP Capital - a Coda investor and superuser

Atte Honkasalo

With this template venture capital and angel investors can create a custom CRM to track companies of interest.

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Copy this doc to make it your own 👉

Copy Doc

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It’s time to quantify your pipeline!

Innovation is global and the best companies to invest behind can come from anywhere. At

NGP Capital⁠

, we invest in growth-stage companies in the US, Europe, and China. With one fund and a global team, we strive to be efficient, collaborative, and data-driven in our work and decision-making.

Over the last year, we have been augmenting our investment workflow by developing a quantitative VC platform that we call Q. Q is an in-house predictive AI platform that can scan, rank, and highlight over 700,000 companies, and signal which ones within our investment themes are trending, based on more than 300 different growth indicators. With Q, we discover the most promising companies in real time, reduce decision-making bias, and monitor market developments.

Like many other investors, our business used to run on traditional spreadsheets and documents. Spreadsheets kept track of companies we met or followed, industry taxonomies lay buried in slides, and our communications with companies were siloed in individual partners’ email accounts. But since we believe the future of venture capital is data-driven, we decided to bring these disparate parts together in Coda and connected it to Q.

This is the pipeline management part of our Coda implementation - we are sharing this as a published doc to help you organize your investment process. We hope this template helps you automate your own investment workflow. Ping us on

Twitter⁠

LinkedIn⁠

and let us how you like it!

How do I start?

👉

Copy this doc

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Click the green button and copy this Doc. After that, you can use all the six features we have built for you:

1. Tracker⁠

2. Monitor⁠

3. Pipeline⁠

4. Portfolio⁠

5. Declined⁠

and

6. Emails⁠

. You can find them in the navigation bar at the top in the

Steps⁠

page.

Pro tip: It is best to start with the doc on a computer since tables and interactive buttons render best there. Use mobile views and the app to review.

More in detail

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1. Tracker⁠

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Import data into the Tracker. You can do this via APIs or you can enter it manually from Pitchbook, Crunchbase, or other data sources. After that, you can easily follow recent funding rounds, see related market developments, and go through the list with your team each week. Use the interactive buttons to move companies to ⏰ Monitor (”decide later”) , 👍 Pipeline , or 👎 Declined.

Company

Description

👍

⏰

👎

Amount

Round

Date

Company

Description

👍

⏰

👎

Amount

Round

Date

Robinhood

Developer of an investment platform intended to help teach people to invest in the stock market. The company's platform offers commission-free trading in stocks, ETFs, options, and cryptocurrencies as well as margins, thereby enabling users to stay informed and conveniently invest in the stock market from their phones or computers.

👍

⏰

👎

$600,000,000

Series F

Jul 13, 2020

Revolut

Provider of a mobile foreign exchange and money transferring application designed to help in global money transfer. The company's application compares live exchange rates for multiple currencies, makes transfers directly to other bank accounts, helps its users track and optimize monthly expenses, and allows for the buying and selling of crypto currencies, enabling consumers to send, spend and exchange money instantly across a secured environment.

👍

⏰

👎

$580,000,000

Series D

Jul 24, 2020

Xpeng

Owner and operator of an intelligent and electric automobile manufacturing company intended to build smart electric cars for the younger generations. The company's vehicles include features such as a central touchscreen, advanced driver-assistance systems and super charging, enabling customers to enjoy smokeless driving that is fast yet sustainable and affordable.

👍

⏰

👎

$500,000,000

Series C1

Jul 20, 2020

UiPath

Developer of robotic process automation software designed to deliver fast and reliable RPA that enhances business performance at an unlimited scale. The company's software seeks to eradicate tedious, redundant tasks and let software robots do the grunt work, enabling businesses and companies to develop an agile robotic workforce by providing a state-of-the-art platform for software robots orchestration.

👍

⏰

👎

$225,000,000

Series E

Jul 13, 2020

No results from filter

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2. Monitor⁠

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Follow up later. If you are interested in a company, but the time is not yet right, keep it in "For Evaluation” status.

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3. Pipeline⁠

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For all prospects in the investment process. You can add a company straight to this Pipeline list or move it from Tracker or Monitor by updating the status. Companies can be Candidates when you are in discussion with your partners and move to the Term Sheet status once you have decided to invest, but are waiting to close the investment. Companies move to the Portfolio (or Declined) status from this Pipeline stage.

Pipeline Status

1 - Monitor

2 - Candidate

3 - Term Sheet

P - Portfolio

X - Decline

There are no rows in this table

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4. Portfolio⁠

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These are your investments. Follow their progress in one place. You can add a company directly to your Portfolio or move it from the Tracker or Pipeline status.

Company

Description

Owner

Theme

Follow-up

Stage

Amount

Last Round

Last email

Contact Person

Company

Description

Owner

Theme

Follow-up

Stage

Amount

Last Round

Last email

Contact Person

Lime

App-based platform for electric-scooter and bike sharing

Mobility

Sep 21, 2020

Series D

$170,000,000

May 20, 2020

Jul 27, 2020

ngp.capital.crm@gmail.com

Moovit

Provider of MaaS solutions and a consumer transit app

Mobility

Oct 15, 2020

Acquired

$1,000,000,000

May 4, 2020

Scandit

App-based self-checkout solutions for offline retailers

Enterprise

Dec 4, 2020

Series C

$80,000,000

May 26, 2020

Clue

Clue is a female health application that tracks period and fertility cycle.

Health

Feb 22, 2021

Series B

$20,000,000

Nov 30, 2016

GetYourGuide

Online marketplace for tours & activities from professional tour operators

Mobility

Mar 5, 2021

Series E

$484,000,000

Apr 28, 2019

Jul 27, 2020

Rohini Chakravarthy

No results from filter

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5. Declined⁠

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Your anti-portfolio! These are the companies you considered and passed on. Track the reasons you passed on these investments and see patterns over time.

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6. Emails⁠

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Link your Gmail and Coda will automatically follow who from your team has been in contact with the company, and when the company responded.

Visit

www.ngpcap.com⁠

and

subscribe to our newsletter⁠

for more data-driven insights.

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👉 Start with:

1. Tracker⁠

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It’s time to quantify your pipeline!

How do I start?