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Add a Status column — then change the column type to Select list with the options ‘invested, not invested, missed deal, considering’. That way, you can see at a glance the status of potential investments.Add a column for Amount invested — then change the column type to Currency and input the amount you invested.Add a Valuation column — then change the column type to Currency.
Angel Investing
For some people, angel investments are a natural extension of their meetings with people. You can customize your HRM to accommodate angel investments by simply adding a few columns to the table.
If you want to see a filtered view of just your investments, you can filter the table below to show only your portfolio. In the table below, click Options → Filter → Amount invested is greater than 0.
Potential investments
Company
Amazon
Apple
Block
Coda
Figma
Google
Khanh Academy
LinkedIn
Loom
Microsoft
Meta
New Startup
Robinhood
Self-Employed
Slack
Spotify
Twitter
Uber
YouTube
There are no rows in this table
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