Skip to main content

VC Fund Looking for Airtable automation consultant

  • January 28, 2022
  • 6 replies
  • 42 views
S

Distributed VC Fund looking to hire Airtable automation consultant:

  1. CRM - keep track of all team contacts. The CRM should automatically pull in data from Gmail/Google contacts. Potential to scrape updates from linkedin and other news outlets and alert team to events.
  2. Pipeline - keep track of all investments we’re considering, including stage, important people, valuations, notes, files, etc.
  3. Portfolio - keep track of all closed investments, cap table, dates, important people, scrape google alerts for major news announcements.
  4. Investor portal giving investors access to see portfolio updates as well as status of their investment in the Fund
    System should be able to link up to Dropbox, email , Slack, Streak in the most efficient way possible. Looking to hire someone who has experience and understands the workflow for VC.

    6 replies

    Jen_Rudd
    Forum|alt.badge.img+15
    • Jen_Rudd
    • Inspiring
    • 49 replies
    • January 28, 2022

    Hi! Would love to discuss your needs, I have extensive experience in cross-platform automation. Here was my presentation on Cross Platform Automation at the Airtable User’s Conference

    Please check out my website at GrowWithJen.com for more info.

    Andres_at_Conne
    Forum|alt.badge.img+6
    • Andres_at_Conne
    • Participating Frequently
    • 49 replies
    • January 29, 2022

    Hi Starboy we’ve did a couple of projects for VCs. Sending you a PM.

    Rupert_Hoffsch1
    Forum|alt.badge.img+21

    Hi there, I’m a serial entrepreneur who recently started helping people with Airtable full-time. Happy to discuss your needs :slightly_smiling_face: Please email at rupert.hoffschmidt@gmail.com

    Best,
    Rupert

    B
    Forum|alt.badge.img+19
    • Bill_French
    • Inspiring
    • 3263 replies
    • January 29, 2022

    Hi @starboy and welcome to the community!

    I’m not looking for work, but I love the mix of services that you hope to integrate and there are some very talented consultants here to assist you.

    Indeed, this is 50% of the battle; the other half is clear requirements. The only recommendations I would offer is:

    1. Carve this broad collection of solution objectives into quick milestone phases.
    2. Encourage the team to create integration agility in a manner that allows each process to be tested and go live independent of other processes.

    If possible, please circle back with a Show and Tell; the community would love to see the progress.

    Cherry_Yang2
    Forum|alt.badge.img+13
    • Cherry_Yang2
    • Known Participant
    • 71 replies
    • January 31, 2022

    Hi @starboy,

    I’m the founder of AirOps Consulting and we are a full-service Airtable consulting company. We’ve worked with many companies on complex workflows to help them integrate with other tools and portals. I’d love to speak with you over a Zoom call and learn more about your project. You can book a time with me here: Calendly - Cherry Yang

    Here’s my website if you want to know more about my work. https://www.airopsconsulting.org/

    Look forward to connecting with you and have a great rest of your day!

    Best,
    Cherry

    Cherry Yang @ Claribase.com
    Ruchika_Abbi1
    Forum|alt.badge.img+17
    • Ruchika_Abbi1
    • Inspiring
    • 43 replies
    • January 31, 2022

    Hi @starboy

    I’m a freelancer and I work on creating solutions using NoCode / LowCode tools. I’ve created solutions across domains using Airtable and other platforms too like Softr / Stacker. Would love to work on this with you. I can share more details on email, ruchikaabbi@gmail.com.

    Looking forward to hearing from you.
    Regards,
    Ruchika


    Terms & ConditionsAccessibility statement