Already an Angel? You can become a VC, and we'll invest in your fund. Learn how Sept 15.
Save My Free Seat
Previous Post
Next Post
1

Asked by

Community Member

on

in

Decile Hub

I want to track co-investors in hub - what is the best way to do this?

I want to create a co-investor pipeline. These are things I want to do with it:
  • Easily add folks to the list
  • Easily share deals via email
  • Share the list with our founders so they can request intros
  • Keep track of who we have co-invested with already & are close to
  • Keep track of what they invest in
  • Add them to our newsletter, etc.
Would it make sense to track this in a new pipeline in "connectors"? Or did you see any other good solution for this?
If the pipeline in connectors would make the most sense, can you create the new pipeline for our fund?
1 See in Base
1

Answered by

Community Member

on

Hi , your existing Connectors pipeline/funnel would work perfect for this I'd say. 

Easily add folks to the list
We've got a great feature for importing in bulk via CSV, or you can add individually.

Easily share deals via email
Like all pipelines, you can create email templates to send repeatable info to different co-investors.

Share the list with our founders so they can request intros
You can also easily export the pipeline via CSV

Keep track of who we have co-invested with already & are close to
Keep track of what they invest in
There's no first-class field for this, but you can use features like custom data points or tags to track this.

Add them to our newsletter, etc.
Newsletters can target recipients via pipeline, stage or tags, so this should be totally doable too.

0

Answered by

Community Member

on

Thank you Woody! Could you add 2 new pipelines to our connector area? We would like to have it separate from the current connectors.
0

Answered by

Community Member

on

 You can do this self-service in Hub now actually! If you click "Add Funnel" in your navbar, you can select connector type. (Funnels is a rename for Pipelines, they mean the same thing, we're a bit between names)

Join VC Lab

Raising your first fund? VC Lab has helped launch 950+ venture firms, with no fees and no equity taken. The average Start Fund reaches first close in 58 days.
Apply Now