The Fund Stack · Dealflow & CRM
Notion
Notion is a connected workspace that mixes documents with structured databases. Funds use it for investment memos, internal wikis, founder-facing portals, and light pipeline databases, with sharing controls per page.
Related tools
AttioA CRM with a flexible data model, shaped around your dealflowAffinityRelationship-intelligence CRM that maps who your firm already knowsAirtableSpreadsheet-database hybrid for lightweight pipelines and opsfolkA lightweight, contact-first CRM for smaller teams4DegreesRelationship-intelligence CRM built for private-market investors
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