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Steps
4. Portfolio
The companies that make it all the way through the pipeline and become investments. Your pride and joy!
Pro tip: Keep your date of investment, initial investment amount, any follow on amounts and ownership percentage here. Set follow up dates to contact your founders and see how you can help. Add your notes within each record to keep all necessary info in one place.
Company
Description
Owner
Theme
Follow-up
Investment Date
Initial Investment
Follow-On Total
Current Value
Last email
Contact Person
Add Note
Latest note
App-based platform for electric-scooter and bike sharing
Mobility
Sep 21, 2020
Oct 16, 2017
Jul 27, 2020
ngp.capital.crm@gmail.com
🦄
Provider of MaaS solutions and a consumer transit app
Mobility
Oct 15, 2020
Jan 14, 2015
Intel acquired Moovit for $900 million
App-based self-checkout solutions for offline retailers
Enterprise
Dec 4, 2020
👏🏽 Raised a $80 million round!
Clue is a female health application that tracks period and fertility cycle.
Health
Feb 22, 2021
Nov 30, 2016
👩⚕️ Hired a Chief medical officer
Online marketplace for tours & activities from professional tour operators
Mobility
Mar 5, 2021
Nov 13, 2015
Jul 27, 2020
Rohini Chakravarthy
💎
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