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

Hello James,

Hope you are doing well.

This is Ravi from Alessio Monino Consulting. I saw your posting in Facebook airtable community. we help companies organize their operating system in an Airtable database. We can help you automate your systems while providing you with a very user-friendly interface and data organization tool.

Airtable is friendly enough that anyone can dive right in and understand the basics of it very easily but it’s also a potentially complex tool with many powerful features that if set up properly might be able to automate several of your daily business tasks. We want to work together with you to develop a tool that saves you time every day while keeping all your data well organized and easily accessible.

When working with us, we will first dedicate some time to understanding all the business processes you are trying to automate. This will allow us to get a complete idea of all your needs and plan together with the perfect solution for your business needs. We will then develop a customized, intuitive solution for you that fits seamlessly into your processes while saving you time and money.

We have already helped more than 100 clients move to the software for the first time, improve their current Airtable set-up and automate their current business processes and are looking forward to working with you.

Please let me know your best time to speak with Alessio Monino so I can schedule an initial free introductory call to discuss your needs with him and find out how you can best achieve your automation and data management goals.

Feel free to call or e-mail me.

Schedule Free Introductory call: Calendly - Alessio Monino

Sales Manager
Ravi Gidwani
Alessio Monino Consulting
Website: alessiomonino.com
Phone # : 949 -508 -0231

Hi @Ralph909

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

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