I work for a small VC fund. We need someone to help us transition our entire workflow to Airtable. Specifically, we’re looking to do the following in Airtable:
- CRM - keep track of everyone we know, including management at companies, other investors, etc. The CRM should automatically pull in data from Gmail/Google contacts.
- Company pipeline - keep track of all investments we’re considering, including stage, important people, valuations, etc.
- Portfolio - keep track of all closed investments, including IRR, dates, important people, etc.
- Should link up to Dropbox, Gmail, Slack
All three of these need to link up to each other in the most efficient way possible. The ideal person has built something similar in the past.