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:
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…
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.
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.