Human Relationship Management (HRM): track your relationships to build for the long term

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Setup & Add-ons

Angel Investing

For some people, angel investments are a natural extension of their meetings with people. You can customize your HRM to accommodate angel investments by simply adding a few columns to the

Companies⁠

table.

Add a Status column — then change the column type to Select list with the options ‘invested, not invested, missed deal, considering’. That way, you can see at a glance the status of potential investments.

Add a column for Amount invested — then change the column type to Currency and input the amount you invested.

Add a Valuation column — then change the column type to Currency.

If you want to see a filtered view of just your investments, you can filter the table below to show only your portfolio. In the table below, click Options → Filter → Amount invested is greater than 0.

Potential investments

Potential investments

Company

Amazon

Apple

Block

Coda

Figma

Google

Khanh Academy

Loom

Microsoft