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How to manage a list of potential investments?
How to manage a list of potential investments?
Centralize your founders' contacts to manage your next investments. Close deals & track opportunities in 3 easy steps.
Simo Lemhandez avatar
Written by Simo Lemhandez
Updated over a week ago

Step 1: Build a live list of promising companies and founders

There are 4 ways to centralize your contact data on folk:

  1. Go to your Settings and click Connect a Google account to sync your Gmail addresses and automatically import all the new founders you meet with or have an event with.

  2. Download the folkX extension to add founders from LinkedIn and Twitter.

  3. If you already have a list of companies in existing tools, like XLS, Airtable, or Notion, import them in one click.

  4. Connect any custom integration using Zapier.

Step 2: Engage with founders using customized emails

  • Communicate with your founders with ultra-personalized messages to introduce your venture fund, follow up with entrepreneurs, and close your next investment deal.

  • Create and use templates to speed it all up.

Step 3: Track & follow up on your investment deals

  • Create pipeline views to track every step of your investing process.

  • Track your team’s latest interactions with your portfolio company to know who needs to follow up and when.

  • Add shared notes about your meetings & calls.

  • Create reminders to follow up when needed.

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