Looking to Hire: Airtable Expert to build Deal Flow and Portfolio Management tables

Hi,

I am looking to hire someone who could help me build a few tables for my venture capital firm. I’d also like the person to explain the tables they built, how they built them, etc… so I can have a better understanding of building more advanced tables in Airtable.

Here’s what I’m looking to have built:

  1. I’d like to have a table that is basically a fully detailed overview of our venture portfolio. This would include, all deals we have invested in, their values, investment amount, estimated fair value, current raised value, logo, contact, blurb about what they do, website, investment date, sector, sub sector etc…

  2. Our second table would be a “public” facing table that would have some of the info form table one, but the details would be more limited and anything private wouldn’t go here. this table would be sent out to investors in our updates, or allows investors to check on the portfolio whenever they wanted to see new additions.

  3. This table would be more complex, or at least I’d think so. This would be more so like a “CRM” for our deal flow pipeline. Any deal we look at, would get listed here. All the critical information would be listed along with company name, deal size, valuation info, contact, where the deal came from, where its located, logo, its investment status, if we invest or pass. If we pass, it would move to another section of passed deals, and if we invest, it would move our portfolio table with the investment amount.

Also, I would like to bring any automation that we can think of into these tables, to automate what we can. Example, we can use Zapier to send out automatic deal page in Notion, or a reminder to send follow up email within a few days after the deal entered our pipeline.

I have more information about how I want the tables to look and what I want them to contain, but what is listed above should give you a decent idea of the direction I want to head. Please reach out if you think you could be of help.

Thanks,

Ralph

Hello,

I hope you’re having a great day!

I’d be happy to discuss some ideas with you, as well as getting a better understanding of how the Airtable will be an asset to your team and business. As a full time freelancer based in the U.S., I am very familiar with Airtable, Web Design, Zapier / Automations, Digital marketing and other online software.

Once we’ve discussed your vision and goals, I can then provide you an accurate price and timeframe to get the project started!

Schedule a free phone consultation via this link: www.wisedesign.co/schedule

To learn a little more about myself, please visit my website: www.wisedesign.co

If you’d like to connect with me on LinkedIn, please do so here: https://www.linkedin.com/in/eckline/

I look forward to hearing from you!

Best,

Eric

Hi @Ralph909,

Have plenty of experience with cross-platform integration, and buildout/training in airtable. Here’s my site, please feel free to book a discovery call if you feel it might be a good fit! GrowWithJen.com

Jen

Hi Ralph,
All that you have described is certainly well within my area of expertise and I would be glad to help you out on all this.
You can reach me on andrewjohnson56782@gmail.com
Best Wishes,
Andrew

Hi @Ralph909

I have built a very similar HR CRM system for a client that involved linking private and public tables that automatically updated each other.

From your brief specification it sounds like you’d be looking for something similar and is something that I could implement for you.

With regards to the automation, I can link in Zapier when needed but I am also a software engineer so I can manually code anything bespoke that Zapier or Airtable can’t offer.

It would be great to have a more detailed conversation with you about this so feel free to email me at hello@jaktech.co.uk

Thanks

Jay

Hi @Ralph909,

I’m the founder of AirOps Consulting and we are a full-service Airtable consulting company. We’ve worked with clients for both coaching and implementation. We can set up the database and external-facing interface/portal for you and walk you through how we built it. We’ve also supported clients on many CRM builds before so we are quite familiar with the various features you may need. 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