VC Deal Pipeline & Portfolio CRM

Venture capital runs on deal flow. Hundreds of inbound pitches, dozens of active conversations, portfolio companies needing attention, LP updates on deadline - managing all of this across email threads, spreadsheets, and disconnected tools creates blind spots that cost money. Missed follow-ups mean missed opportunities. Lost context means slower decisions.

t0ggles gives VC firms the deal pipeline and portfolio tracking they need without the complexity of enterprise CRM software. Track every opportunity from first touch to term sheet, manage portfolio company relationships, coordinate investment decisions across partners, and maintain the context that drives better outcomes. All for $5/user/month with every feature included.

#The Challenge: Why VCs Need Better Pipeline Management

Most VC firms cobble together systems that weren't designed for investment workflows:

Deal flow is overwhelming. A healthy fund sees hundreds of inbound opportunities. Tracking them in spreadsheets works until it doesn't - leads slip through, follow-ups get missed, and promising companies disappear into forgotten cells. You need structure without rigidity.

Context disappears between touches. You met a founder at a conference six months ago. They're fundraising now. What did you discuss? What was your assessment? Who else from the team met them? Without captured context, every conversation starts from zero.

Investment decisions require coordination. Partners need to align on opportunities. Associates need to surface relevant deals. Everyone needs visibility into the pipeline without stepping on each other. Spreadsheets and email chains don't scale for collaborative decision-making.

Portfolio management is a second job. Once you invest, the relationship shifts from evaluation to support. Board meeting prep, intro tracking, performance monitoring - this is ongoing work that competes for attention with new deal sourcing.

Enterprise tools are overkill. Dedicated VC CRM solutions cost $20,000+ annually and take months to implement. For emerging managers or lean teams, that's budget and time better spent on sourcing and supporting companies.

#How t0ggles Helps VCs Track Deal Flow And Portfolio

#Multi-Project Boards: Funds And Stages Unified

t0ggles' key differentiator for VCs is multi-project boards. Instead of managing separate systems for each fund or stage, visualize your entire operation on one board with color-coded projects.

Create projects by fund: "Fund II", "Fund III", "SPV Opportunities". Or organize by stage: "Sourcing", "Active Diligence", "Portfolio Companies". Each project has its own visual identity while sharing the same pipeline view.

When a partner wants to see only their active deals, Focus Mode filters to a single project instantly. Daily partner meetings show the full board. The same data, different lenses based on what you need to see.

#Custom Properties: Your Investment Criteria Captured

Every fund has its own evaluation framework - check size, sector focus, stage preferences, ownership targets. Custom properties let you build these directly into your deal tracking:

• Sector: Fintech, Healthcare, SaaS, Climate, Consumer
• Stage: Pre-seed, Seed, Series A, Series B+
• Check size range: <$500K, $500K-$1M, $1M-$3M, $3M+
• Source: Inbound, Referral, Conference, Portfolio intro
• Lead partner: Dropdown of team members
• Deal score: 1-5 rating for quick prioritization
• Next action date: When to follow up

Filter your pipeline by any combination: "Show me all Seed-stage Fintech deals scored 4+ that I'm leading." Instant insight without pivot tables.

#AI Task Creation: Capture Context Instantly

Partner meetings generate action items. Founder calls surface next steps. Conference connections need follow-up. The gap between conversation and captured task is where deals get lost.

t0ggles' AI task creation closes that gap. Type naturally:

"Met Jane from Acme at Techstars Demo Day. B2B payments for SMBs, raising $2M seed, strong team from Stripe and Square. Schedule intro call next week, pull market sizing data, check if portfolio conflicts exist."

The AI creates a structured deal card with next steps, dates, and tags. Voice memo during a cab ride? Drop the transcription and let AI sort it into actionable items.

The AI text assistant helps draft investment memos, summarize diligence findings, or structure partner meeting notes directly in the rich text editor.

#Notes: Investment Memos And Diligence Docs

VC decisions require documented reasoning. Notes give you unlimited space for investment memos, diligence reports, market analyses, and meeting summaries.

Organize notes in collapsible folders: "Investment Memos", "Market Research", "Portfolio Reviews", "LP Materials". Link notes directly to deal cards - when you revisit a company, the analysis is one click away.

Rich text editing supports tables for competitive landscapes, embedded images for product screenshots, and code blocks for technical diligence notes. Zen mode provides distraction-free writing for longer memos.

#Kanban Pipeline: Visual Deal Progression

See your entire funnel at a glance in Kanban view. Create statuses that match your process:

Sourcing → Initial Call → Deep Dive → Partner Meeting → Term Sheet → Closed → Passed

Cards move through stages with drag-and-drop simplicity. Color-coded by fund or sector, you see pipeline health instantly. Too many deals stuck in "Deep Dive"? Time to make decisions. Funnel looking thin at the top? Increase sourcing activity.

Custom WIP limits prevent pipeline bottlenecks. Set a maximum of 10 deals in "Deep Dive" to force prioritization and prevent analysis paralysis.

#Calendar And Deadline Tracking

LP updates, board meetings, partner meetings, founder follow-ups - VC calendars are packed. Calendar view shows all your deadlines across funds and portfolio companies.

Google Calendar sync merges t0ggles tasks with your external calendar. See founder meetings alongside follow-up reminders in one view.

Reminders ensure nothing slips: "3 days before LP update deadline", "1 week after founder intro - schedule follow-up", "Morning of board meeting - prep complete?"

#Collaboration For Partners And Associates

Investment decisions are team decisions. t0ggles supports multi-person workflows with comments, @mentions, and real-time sync.

Associates surface deals for partner review with task assignments and structured handoffs. Partners leave feedback directly on deal cards. The change history shows who updated what and when - full audit trail for decision-making.

Guest users enable limited access for external advisors, venture partners, or LP observers without exposing the full pipeline.

#Board Automations: Fewer Manual Updates

The repetitive parts of pipeline management - updating stages, notifying team members, tracking follow-up dates - eat into time better spent meeting founders. Board automations handle the busywork:

• When a deal moves to "Partner Meeting", notify all partners
• Auto-update "Last Activity" date when comments are added
• Tag deals with the creator's name automatically
• When a deal sits in one status for 30+ days, flag for review
• Archive passed deals automatically after 90 days

Set rules once, stop thinking about CRM hygiene.

#VC Workflows In t0ggles

#Deal Sourcing Pipeline

Create a "Deal Flow" board with projects for each fund and a "Portfolio" project for post-investment tracking. Statuses mirror your decision process from first touch to close or pass.

Associates add deals from inbound sources with AI task creation - paste the pitch email, let AI extract company name, sector, and key details. Custom properties capture stage, check size, and source channel.

Weekly pipeline reviews happen in List view - sort by deal score, filter by lead partner, bulk-update stale deals. Partners see what's worth their time without reading every note.

When a deal progresses to term sheet, task dependencies ensure nothing is forgotten: "Legal review must complete before closing docs finalized."

#Portfolio Company Management

Post-investment, companies move to the "Portfolio" project. Create a card for each company with subtasks for ongoing responsibilities: quarterly check-ins, board meeting prep, intro requests, performance reviews.

Notes store running context: hiring updates, product milestones, competitive intelligence, follow-on considerations. When board meeting prep starts, all the context is in one place.

Custom properties track key metrics: last round date, current headcount, runway, NPS from founder survey. Filter portfolio by "runway < 6 months" for companies needing immediate attention.

#LP Reporting Workflow

Create a "Fund Operations" project with recurring tasks for LP obligations: quarterly reports, annual meetings, capital call notices, tax documentation.

Task templates standardize the process. Trigger "Q1 LP Update" template 30 days before deadline - it generates all subtasks: gather portfolio updates, draft narrative, review financials, design slides, partner review, final distribution.

Gantt view shows the critical path. Dependencies ensure drafts complete before reviews, reviews before final distribution. No more scrambling the night before the deadline.

#Partnership Coordination

For multi-GP funds, t0ggles enables async collaboration without endless email chains. Each partner sees the shared pipeline, adds deals to their focus list, and leaves assessments in comments.

Weekly partner meetings reference the board directly - screen share the pipeline, discuss deals in order of priority, make decisions with full context visible. Action items from meetings become tasks immediately, assigned to owners with due dates.

The full audit trail means no "I thought you were following up on that" confusion. Every decision, every handoff, documented in the deal card's history.

#What VCs Need vs What t0ggles Delivers

What VCs Need	How t0ggles Delivers
Track hundreds of deals	Kanban pipeline with custom statuses and filtering
Capture deal context quickly	AI task creation from natural language and meeting notes
Custom evaluation criteria	Custom properties for stage, sector, check size, deal score
Coordinate partner decisions	Comments, @mentions, real-time sync, change history
Portfolio company management	Multi-project boards with Portfolio project, linked notes
LP reporting workflow	Task templates, Gantt view, dependencies, calendar integration
External advisor access	Guest users with limited project visibility
Reduce administrative overhead	Board automations for status updates, notifications, tagging

#Why Choose t0ggles Over Alternatives

vs Affinity/Attio: Enterprise VC CRMs cost $15,000-50,000+ annually and require implementation consultants. They're built for 50-person funds with dedicated ops teams. Emerging managers and lean partnerships get the same deal management capability in t0ggles at 1% of the cost.

vs Notion: Notion requires building your system from scratch. VCs who've tried this spend weeks on database architecture instead of sourcing deals. t0ggles provides project management structure with the flexibility to customize - without the blank-page problem.

vs Spreadsheets: Google Sheets "CRMs" work until they don't. No automation, no mobile access, no collaboration features, no context capture. When a partner asks "where did we leave things with Company X?", hunting through tabs isn't the answer.

vs Airtable: Airtable is powerful but requires building every workflow from scratch. The interface is database-first, not task-first. For VCs who want pipeline management, not spreadsheet architecture, t0ggles delivers out of the box.

t0ggles sits in the sweet spot: structured enough for professional deal management, flexible enough for any investment thesis, simple enough to use without training, and priced for funds that spend money on companies - not software.

#Simple, VC-Friendly Pricing

Software expenses compound. Overpriced tools drain fund budgets that could go to portfolio companies.

$5 per user per month (billed annually) includes everything:

• Unlimited boards, projects, tasks, notes, and files
• Multi-project boards for funds and portfolio
• AI task creation and text assistant
• Custom properties for deal tracking
• Task dependencies with Gantt view
• Calendar view with Google Calendar sync
• Board automations
• Guest users for advisors and LPs
• Zapier integration for connecting other tools
• Full reporting and analytics
• MCP Server for AI assistant integration

For a 5-person fund, that's $300/year total. Enterprise VC CRMs charge that monthly. The math is simple.

14-day free trial - start tracking your pipeline today.

#Get Started Today

Deal flow management shouldn't cost more than a portfolio company's first invoice. t0ggles gives VCs the pipeline visibility, context capture, and collaboration tools needed to make better investment decisions - without the enterprise price tag or implementation headaches.

Start your free trial and take control of your deal flow.

#Related Templates

• Horizon Ventures - VC deal pipeline with funding stages, valuations, and portfolio tracking