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Venture Capital and Private Equity Templates

If you're running an angel network, VC fund, incubator, accelerator, private equity fund or even act as an Investment banker, use these venture capital and private equity templates to manage your deals, startups, limited partners, portfolio, valuations, venture applications and more.

Cut through the noise and efficiently run your fund or association to generate high value for your stakeholders.

Free AI Competitive Analysis Template for 2025 by Stackby Templates
AI Competitive Analysis
Use AI to collect, compare, and analyze competitor data — from pricing, features and keywords to social presence — all in one organized workspace. AI Competitive Analysis Template by Stackby Understanding your competition is key to making smarter business decisions. Whether you’re in marketing, product management, or sales strategy, knowing what your competitors are doing — and how they’re performing — helps you stay ahead. The AI Competitive Analysis Template by Stackby takes traditional competitor research to the next level. It combines the flexibility of Stackby’s database with the intelligence of AI to help you automatically collect, analyze, and summarize key insights about your market competitors — all in one place. Why Competitive Analysis Matters More Than Ever In today’s data-driven landscape, every brand is fighting for attention, customers, and market share. Without a structured and automated way to track your competitors, you risk missing out on critical opportunities. A competitive analysis gives you clarity on: How your competitors position their products or services What pricing strategies and marketing tactics they use Where they’re outperforming you — and where they’re weak Which trends or customer insights are shaping your industry With the AI Competitive Analysis Template, you no longer have to manually gather information from multiple sources. The template uses AI fields to summarize content, extract insights, and categorize competitor data automatically — saving hours of manual effort. Key Features of the AI Competitive Analysis Template 1. AI-Powered Competitor Summaries Simply input your competitors’ website URLs, product descriptions, or recent announcements. Stackby’s AI will automatically generate concise summaries highlighting key offerings, positioning, and differentiators. 2. Automated SWOT Analysis Use AI to perform Strengths, Weaknesses, Opportunities, and Threats (SWOT) analysis for each competitor. Instantly identify where your brand can outperform the market or where you need to improve. 3. Track Key Metrics in One Place Monitor pricing, features, marketing channels, ad spend, social following, and SEO keywords side by side. With customizable fields and filters, you can visualize patterns and make data-backed decisions. 4. Visual Dashboards and Reports Turn your competitive data into visual dashboards using Stackby’s chart and summary blocks. Quickly identify gaps, trends, and insights without switching tools. 5. Collaboration Made Easy Invite your marketing, product, and strategy teams to collaborate in real time. Assign roles, add notes, and build a single source of truth for your competitive intelligence. How the AI Competitive Analysis Template Works Start with the TemplateAccess the AI Competitive Analysis Template from Stackby’s gallery and duplicate it into your workspace. Add Your CompetitorsList out your competitors along with links to their websites, blogs, and product pages. Generate AI InsightsUse AI fields to summarize competitor descriptions, extract key messages, and compare positioning automatically. Add Metrics & TagsTrack essential information like pricing models, customer base, unique selling propositions, SEO rankings, and social reach. Analyze & VisualizeSwitch to dashboard or kanban views to visualize competitor trends and identify strategic opportunities. Benefits of Using the AI Competitive Analysis Template Save Research Time: Automate the collection and summarization of competitor data. Stay Organized: Keep all competitor insights centralized and structured. Make Smarter Decisions: Identify market gaps and emerging opportunities faster. Collaborate Seamlessly: Empower marketing, product, and leadership teams with shared insights. Adapt Quickly: Update your analysis as the market evolves and stay ahead of trends. Whether you’re planning a product launch, refining your go-to-market strategy, or tracking your category performance, this template gives you a clear and actionable view of your competition. Who Can Use This Template Marketing Teams: For tracking campaigns, content strategies, and messaging differences. Product Managers: For feature benchmarking and pricing analysis. Sales Teams: For understanding competitors’ positioning and objections. Founders & Executives: For high-level market insights and investment decisions. The AI Competitive Analysis Template by Stackby makes competitive research accessible to everyone — even without a data analyst or research background. Why Choose Stackby for AI-Powered Research Stackby merges spreadsheets, databases, and AI automation into one collaborative platform. Unlike traditional spreadsheets, Stackby lets you connect live data from APIs, automate workflows, and use AI fields to extract insights instantly. With Stackby, your competitive analysis isn’t just a one-time report — it becomes a living, evolving system that keeps your team informed and agile. Get Started Today Stop wasting time switching between Google Sheets, Docs, and endless browser tabs. The AI Competitive Analysis Template by Stackby helps you research faster, think strategically, and make confident business decisions backed by AI insights. ???? Try it for free on Stackby today and see how effortless competit ive analysis can be.
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Europe VC Funds Database - Stackby Templates
Europe VC Funds Database
This template curates a comprehensive roster of European venture capital funds tracking fund sizes, cheque sizes, key partners, headquarters, and investment focus all in one dynamic Stackby workspace. Power your fundraising, deal sourcing, and market analysis with real-time data, AI-driven insights, and automated alerts. Who Will Love This Fund Hub? Professionals who need instant access to Europe's VC ecosystem: Startup founders mapping potential investors by fund size and sector Fundraising teams targeting the right VCs with tailored pitches coordinated with sales outreach strategies Corporate innovation leads identifying strategic partners and investment trends Consultants and analysts benchmarking fund activity and emerging hotspots Service providers (legal, accounting, PR) building sponsor lists The Headaches It Fixes No more hunting across websites, spreadsheets, or announcements: Centralize fragmented data Fragmented VC data scattered across various sources is consolidated into one comprehensive database similar to a client database. Maintain current information Outdated fund information leading to irrelevant outreach is prevented through automated enrichment and updates. Track investment criteria Manual tracking of cheque sizes, ticket ranges, and sector focus is automated for efficient qualification. Enable proactive monitoring Lack of automated updates on new fund launches or partner changes is solved with intelligent alerts. Visualize patterns Difficulties visualizing geographic and thematic investment patterns are overcome with interactive mapping and dashboards. Key Features Based on Template Design Harness Stackby's 2025 AI-powered database capabilities to keep your VC intel fresh and actionable: AI enrichment fields Auto-populate fund size, cheque size ranges, HQ location, and sector specialties via API connectors for comprehensive profiles. Multi-table structure Linking Funds, Partners, Investment Rounds, and Notes for full context coordinated with operations management visibility. Custom views Map view of HQ locations, Kanban board by fund stage, and table view for quick data edits similar to project tracker flexibility. Automated reminders For follow-up tasks—track introduction status, due diligence phases, and pitch deadlines for accountability. Reporting power-ups To visualize total AUM by country, median cheque size, and partner network density for strategic insights. Collaboration tools Comments, @mentions, and shared view links to keep teams in sync across fundraising efforts. No-code integrations With Crunchbase, PitchBook, and LinkedIn via Stackby API and Zapier for seamless data flow. How You'll Work Smarter Your Fund Discovery Path in Five Steps 1. Import seed fund list Via CSV or API—just names and websites to begin building your database. 2. Trigger AI enrichment To auto-fill core details: fund size, cheque range, HQ, vertical focus for comprehensive profiles. 3. Link partners and rounds Associate each fund with decision makers and recent deals for relationship mapping. 4. Set up automations Remind team members to send intros, update notes after meetings, or flag new fund launches for timely action. 5. Analyze and act Use interactive dashboards to spot funding gaps, hot sectors, or emerging regions for outreach coordinated with deal flow management. Spotlight Use Cases Fintech fundraising targeting A SaaS startup builds a shortlist of fintech-focused VCs with €50M–€200M funds in Berlin and London, automating intro reminders for systematic outreach. Healthcare sector mapping A corporate VC team tracks healthcare-specialist funds across Europe, mapping HQ clusters in Paris, Zurich, and Stockholm for partnership development. Market intelligence reporting A VC consultant creates quarterly reports on median cheque sizes and partner network growth, sharing insights via dynamic dashboards with clients. Geographic expansion planning Startups planning European expansion identify regional VC clusters to target for market entry funding. Competitive intelligence Portfolio companies track which funds are investing in competitors to understand market dynamics. Track Comprehensive Fund Data Fund characteristics Fund name, size, vintage year, fund stage (seed, Series A, growth), investment thesis, and status. Investment criteria Typical cheque size, ticket range, sector focus, geographic preferences, and stage preferences. Fund leadership Managing partners, investment partners, associates, and decision-making structure. Portfolio insights Recent investments, exits, portfolio companies, and investment velocity. Contact information Office locations, contact details, submission processes, and preferred introduction paths. Analyze European VC Landscape Geographic distribution Map fund concentration across UK, Germany, France, Nordics, Benelux, and emerging markets. Sector specialization Identify funds focused on fintech, healthtech, SaaS, deeptech, climate tech, and other verticals. Stage focus Understand which funds invest at pre-seed, seed, Series A, growth, or across multiple stages. Fund size analysis Analyze fund sizes, deployment pace, and capital availability across the European ecosystem. Investment trends Track emerging sectors, hot geographies, and shifting investment theses across European VCs. Support Fundraising Strategy Build target lists Create qualified lists of funds matching your stage, sector, and geographic focus. Prioritize outreach Score and rank funds based on fit, recent activity, and likelihood of interest. Track introduction paths Map warm introduction routes through mutual connections, advisors, and portfolio founders. Monitor engagement Track meeting status, follow-up actions, and progression through due diligence. Coordinate team efforts Ensure multiple team members don't reach out to same fund while maintaining consistent messaging. Integrate with Your Fundraising Stack CRM synchronization Push fund data to your fundraising CRM for seamless workflow integration coordinated with sales CRM systems. Data enrichment services Connect to Crunchbase, PitchBook, or other data providers for continuous enrichment. Communication tools Track email opens, meeting schedules, and follow-ups within the fund database. Document management Link pitch decks, data rooms, and correspondence to each fund record. Who Will Find This Template Useful? This template is invaluable for: Startup founders raising venture capital rounds Fundraising consultants supporting portfolio companies Corporate development teams mapping VC landscape Market researchers analyzing European venture ecosystem Service providers targeting VC-backed companies Investment bankers facilitating introductions Accelerators and incubators connecting startups with investors Best Practices for VC Database Management Keep data current Schedule regular enrichment cycles to catch fund launches, partner changes, and strategy shifts. Respect relationship capital Track introduction paths carefully to avoid burning bridges through redundant outreach. Segment strategically Create views for different use cases: target list, met with, passed, interested, committed. Research thoroughly Review recent investments, partner backgrounds, and fund thesis before outreach. Personalize outreach Use fund data to craft relevant, specific pitches that demonstrate research and fit. Track outcomes Record meeting feedback, pass reasons, and follow-up actions to improve future targeting. Related Templates India VC Funds Database Template – Contrast European and Indian VC landscapes side by side SaaS VC Funds Database Template – Focus exclusively on SaaS-focused investors globally AI Prospect Research Tool Template – Enrich decision-maker profiles at each fund for targeted outreach Deal Flow Management – Track investment opportunities and pipeline AI Company Enrichment Template – Enrich portfolio company data for market analysis Whether you're a founder raising your first round or a seasoned investor analyzing the European VC landscape, the Europe VC Funds Database Template provides the structure, intelligence, and automation needed to navigate European venture capital efficiently and build relationships with the right investors for your journey. Frequently Asked Questions (FAQs) What is included in the Europe VC Funds Database? The Europe VC Funds Database includes comprehensive information on European venture capital funds including fund names, sizes, and vintage years, investment criteria (stage, sector, geography, cheque size), managing partners and investment team details, headquarters locations and office networks, recent investments and portfolio companies, fund thesis and strategic focus, contact information and submission processes, and links to fund websites and social profiles. How is this database maintained and updated? The database is maintained through AI-powered enrichment that automatically updates fund information from public sources, manual updates from team research and meetings, API connections to data providers like Crunchbase and PitchBook, community contributions from users sharing insights, and scheduled refresh cycles to catch new fund launches and team changes, ensuring the database remains current and reliable. Can I customize the database for my specific needs? Yes, the template is fully customizable. You can add custom fields for your specific tracking needs, create custom views for different use cases (target list, outreach status, sector focus), build scoring models based on your criteria, add tags and categories relevant to your fundraising strategy, and integrate with your existing tools and workflows to create a system perfectly suited to your needs. How do I find the right VCs for my startup? Find the right VCs by filtering by sector focus matching your industry, stage preference aligning with your current round, geographic focus matching your market, cheque size range matching your raise, recent investment activity showing active deployment, portfolio companies indicating thesis fit, and partner backgrounds suggesting domain expertise. Use scoring to prioritize funds with highest fit probability. Is this database useful beyond fundraising? Yes, the database supports multiple use cases beyond fundraising including competitive intelligence by tracking competitor funding, market research analyzing investment trends and hot sectors, partnership identification finding strategic investors, service provider targeting identifying potential clients, talent acquisition understanding VC-backed hiring needs, and ecosystem analysis mapping European venture capital landscape evolution.
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AI VC Funds Database - Stackby Templates
AI VC Funds Database
Explore a curated database of global AI VC funds and their key details including fund size, cheque size, location, key partners and more. Add this template in your Stackby workspace and use it as a CRM to fund-raise for your AI startup. Happy fundraising!
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SaaS VC Funds Database - Stackby Templates
SaaS VC Funds Database
Building or scaling a SaaS company and looking for the right investors? The SaaS VC Funds Database Template gives founders, accelerators, and fundraising consultants access to a curated list of venture capital firms actively investing in SaaS startups. Instead of juggling scattered spreadsheets and hours of online research, you get a structured, searchable, and filterable database tailored to the SaaS ecosystem. Whether you're raising pre-seed, Series A, or growth capital, this template helps you find the right-fit SaaS investors, track conversations, and manage your fundraising pipeline efficiently. Who Is It For? The SaaS VC Funds Database Template is perfect for: SaaS founders preparing for fundraising rounds coordinated with sales strategies Accelerators & incubators supporting B2B and SaaS startups Fundraising consultants working with SaaS clients Investors & analysts researching SaaS-focused VC activity Problems Solved Focus investor outreach Unfocused investor lists: Stop wasting time pitching to generalist investors not interested in SaaS by targeting specialized funds. Centralize research Scattered research: Avoid endless searches on Crunchbase, LinkedIn, and blogs with a consolidated database similar to a client database. Organize tracking Messy tracking: Replace unorganized spreadsheets with a streamlined pipeline view coordinated with deal flow management. Never miss follow-ups Missed follow-ups: Keep investor conversations and notes in one place with automated reminders. Key Features Curated Database Access details of VCs who actively invest in SaaS startups (fund size, stage, geography, portfolio highlights) for targeted outreach. Search & Filter Identify investors by SaaS subsectors, check size, or funding stage to build qualified target lists quickly. Pipeline Tracker Track investor conversations from first outreach to closing coordinated with operations management workflows. Collaboration Tools Share access with co-founders or fundraising teams for coordinated outreach similar to project tracker collaboration. Notes & Updates Store meeting notes, investor preferences, and follow-up reminders for relationship management. How to Use the SaaS VC Funds Database Template Browse SaaS-focused VC funds By stage, geography, or sector to understand the investment landscape. Build your shortlist Of relevant investors for your fundraising round based on fit criteria. Assign outreach tasks And track investor engagement across your team for accountability. Record notes from meetings And capture investor preferences for personalized follow-up. Update pipeline stages (intro ? meeting ? due diligence ? committed) to maintain visibility into fundraising progress. Refine your outreach strategy Based on engagement data to improve conversion rates over time. Example Use Cases Pre-seed & seed rounds Find micro-VCs and SaaS-specialized funds for early traction stages when product-market fit is emerging. Series A fundraising Build a target list of institutional VCs backing scaling SaaS businesses with proven revenue models. Accelerator demo day prep Provide participating startups with a ready-made SaaS VC list for efficient investor targeting. Consultant resource Manage multiple SaaS clients' investor pipelines in one organized system for portfolio-wide visibility. Geographic expansion Identify regional SaaS investors when expanding into new markets like Europe or Asia. Track Comprehensive Fund Data Fund characteristics Fund name, size, vintage, investment thesis, and SaaS specialization (vertical SaaS, horizontal SaaS, infrastructure). Investment criteria Typical cheque size, stage preferences (pre-seed to growth), revenue requirements, and geographic focus. SaaS subsector focus Fintech SaaS, healthtech SaaS, martech, sales tech, HR tech, DevOps tools, and other specializations. Portfolio insights Notable SaaS investments, exits, portfolio company metrics, and investment velocity. Fund leadership Partners with SaaS expertise, operational backgrounds, and decision-making authority. Analyze SaaS Investment Landscape Stage distribution Understand which funds invest at different SaaS maturity stages from pre-revenue to late-stage. Subsector trends Identify hot SaaS categories attracting capital and emerging investment themes. Geographic focus Map SaaS investor concentration across Silicon Valley, New York, Europe, and emerging hubs. Valuation benchmarks Track typical valuations and deal terms at different stages of SaaS company development. Fund deployment pace Identify actively deploying funds versus those between fundraising cycles. Support SaaS Fundraising Strategy Build qualified target lists Create prioritized lists of funds matching your stage, subsector, and revenue profile. Map warm introduction paths Identify mutual connections, portfolio founders, and advisors who can facilitate introductions. Customize pitch approach Tailor messaging based on fund thesis, portfolio patterns, and partner backgrounds. Coordinate team outreach Ensure multiple team members don't contact same fund while maintaining consistent messaging. Track engagement metrics Monitor response rates, meeting conversion, and time-to-close across different fund types. Integrate with Your Fundraising Stack CRM synchronization Connect with fundraising CRMs for seamless workflow integration coordinated with sales CRM systems. Data enrichment Link to Crunchbase, PitchBook, or other sources for continuous fund information updates. Communication tracking Monitor email opens, meeting schedules, and document views within the database. Document management Store pitch decks, data room links, and correspondence with each fund record. Leverage SaaS-Specific Insights Revenue model preferences Identify which funds prefer subscription vs. usage-based vs. hybrid SaaS models. Go-to-market alignment Find investors experienced with your GTM motion (PLG, sales-led, channel partnerships). Unit economics focus Target funds that understand SaaS metrics like CAC payback, LTV:CAC, and net retention. Growth stage expertise Match with funds experienced in your growth stage challenges from finding PMF to scaling internationally. Who Will Find This Template Useful? This template is invaluable for: B2B SaaS founders raising venture capital coordinated with product management software development Vertical SaaS companies targeting industry-specific investors SaaS marketplace businesses seeking specialized platform investors Technical founders building developer tools and infrastructure Growth-stage SaaS companies raising expansion rounds International SaaS companies entering US or European markets SaaS holding companies evaluating acquisition financing Best Practices for SaaS Fundraising Demonstrate SaaS metrics Have clean data on MRR, ARR, churn, CAC, LTV, and other key SaaS performance indicators. Show product-market fit Prove validation through retention cohorts, NPS scores, and organic growth signals. Articulate unit economics Demonstrate a clear path to efficient growth with sustainable customer acquisition costs. Highlight competitive moats Explain defensibility through network effects, switching costs, or data advantages. Research fund portfolios Study portfolio companies to understand fund thesis and identify relevant comparables. Warm introductions matter Leverage mutual connections for introductions—cold outreach has significantly lower conversion. Related Templates SaaS Startup Financial Model Template: Build projections for revenue, churn, and growth Investor CRM Template: Manage relationships and track fundraising progress B2B SaaS Metrics Dashboard Template: Track ARR, MRR, CAC, LTV, and more Deal Flow Management: Track investment opportunities from both sides AI Prospect Research Tool: Enrich investor contact information Whether you're a seed-stage SaaS startup seeking initial funding or a growth-stage company raising expansion capital, the SaaS VC Funds Database Template provides the structure, intelligence, and workflow management needed to identify the right SaaS-focused investors and successfully navigate the fundraising process. Frequently Asked Questions (FAQs) What makes a VC fund "SaaS-focused"? A SaaS-focused VC fund demonstrates specialization through majority of portfolio invested in software-as-a-service companies, partners with operational SaaS experience, investment thesis explicitly targeting SaaS models, understanding of SaaS metrics and unit economics, network of SaaS operators and executives, and track record of successful SaaS exits. Some funds invest exclusively in SaaS while others have SaaS as a major focus area. How do I know which SaaS funds are right for my stage? Match funds to your stage by checking typical cheque sizes against your raise amount, reviewing portfolio companies at similar stages, confirming minimum revenue or traction requirements, understanding their lead vs. follow preferences, checking geographic investment scope, and evaluating subsector focus alignment. Pre-seed requires different funds than Series B, so stage alignment is critical. Should I target generalist or specialized SaaS funds? Both can be valuable depending on your situation. Specialized SaaS funds offer deep domain expertise, relevant network introductions, operational playbooks, and understanding of SaaS metrics. Generalist funds may offer larger cheques, portfolio diversification benefits, and cross-sector network effects. Ideal syndicates often combine both specialized SaaS investors and respected generalists. How often should I update my SaaS VC database? Update your database quarterly at minimum to catch new fund launches, team changes, and strategy shifts. During active fundraising, check target funds monthly for recent investments, new portfolio companies, and firm news. Set up Google Alerts for target funds and subscribe to their newsletters and portfolio updates to stay informed about deployment activity and thesis evolution. What SaaS metrics do investors care most about? Key SaaS metrics investors evaluate include monthly recurring revenue (MRR) and annual recurring revenue (ARR), net revenue retention (NRR) showing expansion potential, gross margin demonstrating scalability, customer acquisition cost (CAC) and payback period, lifetime value to CAC ratio (LTV:CAC), churn rate (gross and net), growth rate sustainability, and sales efficiency (magic number). Clean, accurate metrics build investor confidence.
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India VC Funds Database - Stackby Templates
India VC Funds Database
Looking to connect with the right investors for your startup? The India VC Funds Database Template helps founders, accelerators, and fundraising consultants access curated information about venture capital firms operating in India—all in one organized place. Instead of spending countless hours researching investors across scattered sources, you get a structured, searchable, and filterable database. Whether you’re raising seed, Series A, or growth-stage funding, this template ensures you can quickly identify relevant VCs, track outreach, and manage your investor pipeline efficiently. Who Is It For? The India VC Funds Database Template is perfect for: Startup founders preparing for their next fundraising round. Accelerators & incubators supporting multiple startups with investor connections. Fundraising consultants looking for a ready-made resource to manage clients’ outreach. Researchers & analysts tracking India’s venture capital ecosystem. Problems Solved Scattered research: No more wasting time digging through multiple websites, LinkedIn, or old pitch decks. Wrong-fit investors: Easily filter VCs by stage, sector, and ticket size to find the right match. Unorganized pipeline: Manage outreach and status tracking in one system. Missed opportunities: Keep follow-ups and investor notes in one place. Key Features Comprehensive Database: Access curated details of India-focused VC funds including firm name, sector focus, check size, portfolio, and contact details. Search & Filter: Quickly identify investors by geography, industry, or investment stage. Pipeline Tracker: Track investor conversations from intro to follow-up to closed. Collaboration Tools: Share with co-founders or fundraising teams to manage outreach together. Notes & Updates: Keep track of investor feedback and meeting notes in one place. How to Use the India VC Funds Database Template Browse the VC funds by category, stage, or sector. Shortlist relevant firms for your fundraising round. Assign outreach tasks to your team or track them yourself. Record notes, responses, and follow-up dates. Update status as you progress through the pipeline. Use insights to refine your fundraising strategy. Example Use Cases Seed-stage fundraising: Find early-stage investors who back new ideas. Series A outreach: Build a targeted list of institutional VCs focused on scaling companies. Accelerator demo day prep: Provide startups with a structured database of active VCs. Consultant resource: Manage multiple clients’ investor pipelines in one system. Related Templates Investor CRM Template: Manage investor relationships and track fundraising progress. Startup Fundraising Tracker: Organize your pitch pipeline and outreach strategy. India Angel Investors Database Template: Connect with early-stage angels across India.
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Insurance CRM Template for managing clients, policies, and renewals. Templates
Insurance CRM
Managing an insurance business requires staying on top of client information, policy renewals, claims, and follow-ups. Without an organized system, tracking leads, managing policies, and maintaining customer relationships can quickly become overwhelming. The Insurance CRM Template in Stackby helps insurance agencies, brokers, and agents efficiently manage customer data, track policies, automate follow-ups, and optimize workflows—all in one place. Why Use an Insurance CRM Template? Insurance businesses deal with a high volume of customer interactions, policy details, and renewal dates. A traditional spreadsheet can’t handle dynamic tracking, automated alerts, or seamless communication with clients. A CRM (Customer Relationship Management) system specifically designed for the insurance industry helps address these challenges. With Stackby's Insurance CRM Template, you can: Store and manage client information in a structured way. Track policies, claims, and renewals effortlessly. Automate reminders for policy expiration and follow-ups. Improve customer service with quick access to client history. Monitor sales performance and agent productivity. How This Template Works in Stackby Stackby’s Insurance CRM Template provides a well-structured framework that ensures smooth policy tracking, seamless client management, and efficient communication. The template consists of key tables that organize and automate the workflow. Key Tables in the Insurance CRM Template Clients Table – Maintain a database of all clients, including contact details, policy history, and communication logs. Policies Table – Track active policies, policy types, coverage details, and premium amounts. Claims Table – Record and manage insurance claims, their status, and claim amounts. Renewals Table – Keep track of upcoming policy renewals and automate reminders. Agents Table – Manage details of insurance agents, their assigned clients, and their sales performance. Each table is designed for easy access, tracking, and automation, making insurance management more efficient. Key Features & Benefits 1) Centralized Client & Policy Database Maintain detailed records of clients, policies, and interactions. Easily filter, sort, and search for specific client or policy details. 2) Efficient Policy & Renewal Management Track all active policies and their expiration dates. Set automated reminders for upcoming renewals to prevent lapses. 3) Streamlined Claims Tracking Monitor claim statuses and ensure timely processing. Assign agents to claims and manage payouts efficiently. 4) Performance Monitoring & Agent Productivity Track sales performance and policy conversion rates. Assign leads to agents and monitor their follow-ups. Automation & Integration Automate renewal alerts and follow-up notifications. Integrate with email and messaging platforms for better communication. Use Cases for the Insurance CRM Template The Insurance CRM Template is useful for various insurance-related businesses, including: Insurance Agencies – Manage a large portfolio of clients and policies. Independent Insurance Brokers – Organize client interactions and streamline renewals. Corporate Insurance Teams – Track employee insurance policies and claims. Health & Life Insurance Providers – Monitor policy expirations and claims efficiently. How to Get Started Import the Template – Add the Insurance CRM Template to your Stackby account. Customize the Fields – Modify the template based on your business needs. Add Client & Policy Details – Start entering client, policy, and renewal data. Set Up Automations – Enable reminders and follow-ups for renewals and claims. Track & Optimize – Monitor performance, track sales, and improve customer service.
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Templates
Investor Portfolio Companies
This Investor Portfolio Companies template for Stackby helps you efficiently manage your portfolio with four key tables: Company Portfolio, Investment Rounds, Contacts, and Press Mentions. Keep track of company details, investment history, key stakeholders, and media coverage, all in a structured and easy-to-use format.
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Venture Capital Application Form Template with startup and funding details. Templates
Venture Capital Application Form
The Venture Capital Application Form Template is purpose-built to streamline the evaluation and intake of funding applications from startups or entrepreneurs. Whether you are a venture capital firm, an angel investor network, or an incubator, this form makes it easier to collect structured information, review submissions efficiently, and collaborate internally on investment decisions. Startups can submit vital company details, business models, team information, and funding requirements—all through a single, customizable form. From submission to evaluation, everything is managed in one centralized system, reducing manual errors, improving response time, and ensuring no opportunity slips through the cracks. Key Tables in the Template 1. Applications Captures detailed information from each submitted application form.Fields: Application ID  Startup Name  Founder Name Contact Email  Website/LinkedIn  Industry  Business Model  Pitch Deck Upload  Funding Stage  Amount Requested  Revenue  Submission Date Status 2. Evaluation Panel Track internal evaluations and notes per application.Fields: Application ID  Reviewer Name  Evaluation Score  Comments  Final Recommendation  3. Meetings & Follow-ups Manage meeting dates, communication logs, and follow-up tasks.Fields: Application ID  Meeting Date  Meeting Notes  Follow-up Date  Assigned Team Member  Follow-up Status  Features Fully customizable form for startup submissions Auto-assigned application IDs for easy reference File upload support for pitch decks and business plans Linked tables for evaluation, meetings, and follow-ups Status and stage tracking with built-in filters and views Collaborator columns for assigning internal reviewers Benefits Centralized Submission System: Keep all applications and startup data in one place. Faster Decision-Making: Evaluate funding applications with a structured, review-based workflow. Improved Team Collaboration: Assign and track responsibilities internally for due diligence. Clear Follow-up Tracking: Schedule meetings and set reminders without leaving the platform. Custom Views: Filter by stage, industry, or reviewer to make informed investment choices. Scalable Use: Use it whether you’re managing 10 or 1,000+ applications. Use Cases Venture Capital Firms – Intake and track applications from prospective portfolio companies. Startup Accelerators/Incubators – Gather structured program applications and streamline shortlisting. Angel Investor Groups – Review startups collaboratively with investment committees. Corporate Innovation Hubs – Source innovative startups for partnerships or acquisition. Startup Competitions/Grants – Manage submissions and evaluation transparently. How to Use This Template Add the template to your Stackby workspace. Customize the form to match your investment thesis (industry types, funding stages, etc.). Share the form link with startups or embed it into your website. Assign evaluators to review and comment on each application. Log meetings and follow-ups directly inside the template for each application. Track everything from submission to final decision in real-time. Conclusion The Venture Capital Application Form Template is your complete toolkit to manage and streamline funding applications. From startups to VCs, the process becomes structured, collaborative, and insightful—ensuring that every potential investment gets the attention it deserves. With Stackby’s flexibility and power, you can scale your investment pipeline and stay organized effortlessly. Try it now—free to use and fully customizable. 
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Corporate Mergers & Acquisitions Tracking Template for deal management. Templates
Corporate Mergers and Acquisitions Tracking
Are you a business owner or investor looking to keep track of mergers and acquisitions (M&A) activities in your industry? Look no further than Stackby's Corporate M&A Tracking Template! Whether you're a seasoned investor or just starting, this template is designed to help you make informed decisions about buying, selling, or holding shares in a particular company. So why wait? Let's have a look at the key features and benefits you can reap by trying out our M&A Tracking Template. What is M&A? Mergers and acquisitions (M&A) are two different types of corporate transactions that involve consolidating two or more companies. Mergers occur when two companies combine to form a new, larger entity, while acquisitions happen when one company purchases another. How do M&A Differ? Mergers and acquisitions differ in terms of how the transactions are structured and how the deal's value is determined. In a merger, the two companies combine to form a new entity, and the deal's value is based on the combined value of the two companies. In an acquisition, one company purchases another, and the deal's value is determined by the price paid for the acquired company. A Brief Overview of Stackby's Corporate M&A Tracking Template Stackby's Corporate M&A Template is a comprehensive solution that allows you to track all aspects of your M&A activities. This template will enable you to monitor potential deals, analyze financial data, track due diligence, and manage post-merger integration. Key Features of M&A Tracking Template Our Mergers and Acquisitions (M&A) Template comes loaded with a range of features that make it easy for you to track and manage your M&A activities. Some of the key features of the template include: Deal Tracking: With this feature, you can keep track of all the M&A deals your business is involved in, including the status of each deal and critical details such as the transaction value and expected close date. Contact Management: The Corporate M&A Tracking Template also includes a contact management feature that allows you to keep track of all the contacts involved in your M&A activities, including potential buyers and sellers, advisors, and other stakeholders. Customizable Tables: You can customize the template to suit your unique requirements by adding or importing tables as needed. Who can use Stackby M&A Tracking Template ? This mergers and acquisitions (M&A) template is designed for businesses of all sizes involved in M&A activities, including startups, small businesses, and large enterprises. It benefits business owners, investors, and analysts who must stay informed about corporate deals and make better-informed decisions about buying, selling, or holding shares in a particular company. Why Do You Need Stackby's M&A Tracking Template? Stackby's Corporate M&A or Mergers and Acquisitions Tracking Template offers a range of benefits for businesses involved in M&A activities, including: Improved Efficiency: The template streamlines the M&A process, making it easier for you to manage deals and keep track of all the necessary details. Better Decision-Making: With detailed financial analysis and other key metrics, the template allows you to make better-informed decisions about buying, selling, or holding shares in a particular company. How to Use This M&A Tracking Template? Using Stackby's Corporate Mergers and Acquisition (M&A) Tracking Template is easy. Simply sign up for Stackby, import the template, and customize it to your unique needs and requirements. The template comes with pre-built tables for deals and contacts, but you can add or import additional tables depending on your specific needs. 4 Ways to Customize Our M&A Tracking Template Here are some ways to customize our mergers and acquisitions (M&A) tracking template Add or import additional tables for specific M&A activities Customize the fields and columns to match your workflow Add custom views to filter and sort data Integrate with other tools, such as CRM or financial software via Zapier or similar. A Quick Look into the Tables That Already Come with Our M&A Tracking Template Deals: It is where you can track all the relevant details about each M&A deal you are monitoring. Contacts: It allows you to manage all the relevant contact information for the people and companies involved in each deal. Ready to Streamline Your M&A Tracking Process with Stackby's M&A Tracking Template? With our Corporate M&A Tracking Template, you can streamline the process of tracking deals, manage due diligence, and stay informed about corporate deals. So, get started today to stay ahead of the competition!Check out Other related Template Idea Tracking Deal Flow Management
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Startup deal-flow tracking template By Stackby Templates
Startup deal-flow tracking
Whether you're a venture capitalist or an angel investor, or a private equity investor, making investments with maximum return requires a thorough analysis of various aspects of the company. More importantly, the process requires structural organization in order to succeed and our Startup deal-flow tracking template offers just that. Before we go any further, let's understand the concept of deal flow. What is a deal flow? In simple terms, deal flow is the total amount of investment opportunities available to a fund. Making a deal with any company is often a complex process. As a result, you need to have a thorough knowledge of the various investment avenues currently available to you. The idea behind deal flow management is to ensure that you have all the data you need to make the right decision. This systematic approach helps investors streamline their evaluation process and make more informed investment choices. Where do you get access to the company's funding status, revenue range, current employee strength, and other data relevant to an investment decision? Online tools like Mattermark can help you with that. What is Mattermark? Put in simple words, Mattermark is a software that gives you detailed information about various companies and investors. It allows you to monitor the fastest-growing companies worldwide and make informed investment decisions based on reliable company data. You can track a company's performance and growth over time and stay updated with the latest details about investors worldwide. This comprehensive approach to data collection is essential for effective sales and CRM management in the investment sector. Accurate and easily accessible data is the key to making profitable deals. However, managing the huge amount of data generated can be a tedious and difficult task. To address your predicament, Stackby developed a Startup deal-flow tracking Template! Why Choose Stackby's Deal-Flow Tracking Solution? Bid farewell to the days when you were forced to refer to multiple databases and spreadsheets for reliable data! With Stackby's Startup deal-flow tracking Template, you can store and track your data from a single interface, similar to how our client database template helps businesses manage customer relationships. You can directly import the data provided by Mattermark instead of manually entering the same. This automation feature works seamlessly with our database conversion tools, allowing you to easily transform your existing data from various formats like Excel to database or CSV to database for comprehensive deal tracking. With multiple deal tracking templates available out there, why should you choose us? Key Features and Benefits How will Stackby's Startup deal-flow tracking Template help you make investment decisions? Using the template, you will be able to: Record multiple company profiles on the same platform, creating a comprehensive investment database Automate the entire process by importing data from Mattermark and update it accordingly Bring data from Mattermark ID to each company to promote efficient tracking Track company location and status - You can also add a small description to each company to better understand before finalizing the deal Auto-track total funding received by each company to date, including details about the last funding amount and date Monitor Mattermark scores automatically to assess company performance Track employee strength and growth patterns over time Monitor revenue ranges for comprehensive financial analysis Add companies directly from Mattermark to streamline data entry Real-time monitoring and updates as market conditions change Integration with Your Investment Workflow Our startup deal-flow tracking template integrates seamlessly with other business management tools. For investment firms managing multiple aspects of their operations, you can combine this with our project tracker for managing due diligence processes, or utilize our vendor management template for handling service providers and consultants involved in the investment process. The template also supports various data import formats. Whether you're working with JSON data from APIs or XML files from different sources, our conversion tools ensure your deal flow data remains consistent and accessible. Advanced Analytics and Reporting Beyond basic tracking, our template provides comprehensive analytics capabilities. You can generate detailed reports on investment patterns, track portfolio performance, and identify emerging market trends. This analytical approach mirrors the functionality found in our marketing campaign tracker, adapted specifically for investment management needs. For firms requiring detailed performance monitoring, the template works excellently alongside our commission tracking system, helping you manage success fees and carry distributions effectively. Getting Started Stackby's Startup deal-flow tracking Template provides you with all the data you need to make a sound investment decision. Get your Mattermark API today and integrate it with our custom-made deal-flow tracking template to automate the entire deal flow management process. If you're already managing a portfolio, you might also find value in our comprehensive database solutions. Learn more about building custom database applications or explore our guide on spreadsheets vs database to understand why database solutions are superior for complex investment tracking.For investment professionals seeking to enhance their overall workflow, consider exploring our finance management software solutions that complement the deal-flow tracking capabilities with comprehensive financial oversight tools. Related Templates: Idea Tracking Corporate M&A Tracking Deal Flow Management Dealflow CRM
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Fund Portfolio Management Template By Stackby Templates
Fund Portfolio Management
Are you spending endless hours trying to analyze and optimize your fund portfolio? Wish there was a more innovative way to track investments, monitor performance, and make data-driven decisions? Introducing the game-changing solution that will revolutionize your portfolio management and drive your investment success - Stackby's Fund Portfolio Management Template! What is Fund Portfolio Management? Fund Portfolio Management involves overseeing and managing a collection of investments held within a fund. It encompasses tracking various aspects such as investment performance, valuations, stake percentages, and available capital. Effective portfolio management is essential for investment funds, angel networks, venture capital funds and managers to make informed decisions and maximize returns. What are Investment Funds and Managers? Investment funds are collective investment vehicles managed by professionals called fund managers. These funds pool money from multiple investors to invest in a diversified portfolio of securities. Fund managers make investment decisions, analyze market trends, and monitor the fund's performance to maximize returns and manage risk. They play a crucial role in fund portfolio management by selecting investments, allocating resources, and optimizing overall performance. Investment funds and managers provide individuals and institutions with professionally managed investment opportunities for potential returns and diversification. A Brief Overview of Stackby's Fund Portfolio Management Template Stackby's Fund Portfolio Template is a robust tool designed to streamline the management of investment funds and portfolios. It provides a centralized hub where you can organize and track all your portfolio companies and funds, making it easier to monitor performance and make data-driven investment decisions. Who is This Fund Portfolio Management Template for? Our Fund Portfolio Management Template is ideal for investment fund managers, private equity firms, venture capitalists, and other professionals managing investment portfolios. Whether you are overseeing a single fund or multiple funds with diverse investments, this template offers the flexibility and functionality to meet your portfolio management needs. Why Do You Need Stackby's Fund Portfolio Management Template? Keep all your portfolio companies and funds in one place, ensuring easy access to critical information whenever needed. Monitor the performance of your portfolio companies, assess valuations, and gain insights into overall fund performance. Keep track of your stake percentages in portfolio companies and monitor available capital or dry powder for future investments. Improve transparency and reporting for investors and stakeholders. Enhance operational efficiency and productivity in managing fund portfolios. Stay organized and up-to-date with automated workflows and reminders. Table Included in Our Fund Portfolio Management Template Portfolio Companies: This table allows you to keep track of your portfolio companies, including essential details such as company name, investment amount, and valuation. Funds: With its aid, you can manage your funds and their associated investments, tracking critical information such as fund name, size, capital commitments, dry powder, and fund performance. Using the Link Column Type, you can establish connections between the Portfolio Companies and Funds tables, creating a relational structure that enhances data organization and accessibility. It lets you associate specific portfolio companies with their respective funds, providing a comprehensive overview of your investment landscape. Ways to Customize Our Fund Portfolio Management Template Tailor the template to track specific performance indicators, such as revenue growth, EBITDA, or market share. Incorporate automation and conditional formatting to streamline processes and highlight critical information. Utilize the flexibility of Stackby's platform to create personalized views and reports for different stakeholders. Add custom fields and columns to capture unique data points relevant to your investment strategy. Leverage the Lookup and Aggregation functions to consolidate and analyze data from different tables, gaining valuable insights and generating reports. Don't Let Your Investment Portfolio Become a Maze of Spreadsheets and Scattered Data! Sign up for Stackby today, harness the power of the Fund Portfolio Management Template, and unlock the full potential of your investment strategy!Check out Other related Template Idea Tracking Corporate M&A Tracking Deal Flow Management
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Stackby LP Tracking Template for monitoring landing page performance and metrics. Templates
LP Tracking
Managing limited partners can feel like a never-ending puzzle. With numerous partners, deals, and tasks to handle, getting lost in the chaos is easy. But fear not! Stackby's LP Tracking Template is here to simplify your limited partnership management. Stay organized and gain a comprehensive overview of all your limited partners and their associated deals. Everything is neatly organized in one place, from lead partners to proposal details and minimum/maximum investments. Limited Partners: Definition Limited partners are investors who contribute capital to a partnership but have limited liability and are not actively involved in the partnership's day-to-day operations or management decisions. They primarily provide financial support and share in the profits and losses of the partnership. What is a Limited Partners Agreement? A Limited Partners Agreement is a legal document that outlines the terms and conditions of the partnership between the general partner(s) and the limited partner(s). It covers aspects such as the rights and responsibilities of each party, profit distribution, decision-making authority, and more. Understanding the agreement is crucial for effectively managing limited partner relationships. What is Limited Partners Liability? Limited partners enjoy limited liability, which means their personal assets are protected from the partnership's debts and obligations. They are generally not held responsible for any losses or debts incurred by the partnership beyond their initial investment. Limited Partnership vs. General Partnership: Understanding the Key Distinctions It's essential to differentiate between limited partnerships and general partnerships. While both involve multiple individuals or entities pooling resources for a common business purpose, there are significant differences in terms of liability, decision-making authority, and involvement in day-to-day operations. Limited partnerships offer investors limited liability protection, while general partnerships expose all partners to unlimited liability. A Brief Overview of Stackby's LP/Limited Partners Tracking Template Our LP Tracking Template is designed to help you efficiently manage limited partner relationships and keep track of important information related to investor commitments, deal progress, tasks, and more. It provides a user-friendly interface that makes it effortless for you to navigate. Who is This LP Tracking Template for? The Limited Partners Tracking Template is ideal for angel networks, fund managers, venture capitalists, private equity firms, and anyone managing limited partner relationships. Whether raising funds, tracking commitments, or overseeing multiple deals simultaneously, it offers an all-inclusive solution to streamline your workflow. Why Do You Need Stackby's Limited Partners Tracking Template? Efficiently track and manage limited partners' information, such as lead partners, status, proposals, minimum and maximum investments, and tasks. Use the power of Stackby's Apps to access, enrich and take action on your data, thereby taking your limited partnership management to the next level. Add our View level sharing powerup to your stack to share individual views with any team members or stakeholders. Table Included in Our Limited Partners Tracking Template All Deals: This table allows you to keep track of all deals associated with limited partners, including deal details, status updates, and more. Tasks: With its aid, you can stay organized by tracking tasks associated with each limited partner, ensuring timely completion and efficient collaboration. Stackby also provides advanced functionalities like Lookup and Aggregation. These features enhance the capabilities of your LP Tracking Template: Lookup: The Lookup column type lets you fetch data from other tables based on specific criteria. For example, you can create a Lookup column in the "All Deals" table to retrieve the total number of tasks assigned to a limited partner from the "Tasks" table. It provides valuable insights and a consolidated view of each limited partner's task load. Aggregation: The Aggregation column type allows you to perform calculations or generate summaries based on the data in a specific column. For instance, you can create an Aggregation column in the "All Deals" table to calculate the total investment amount across all deals for each limited partner. This feature simplifies financial analysis and reporting. By leveraging these features, you can extract meaningful insights, automate calculations, and generate comprehensive reports within your LP Tracking Template. Ways to Customize Our Limited Partners Tracking Template Customize fields to capture the information relevant to your limited partners. Add or import tables based on your needs, such as investor information, financial data, or performance metrics. Add our Goal Tracker App to your stack to track goals and set targets automatically. Leverage our Stack Schema App to visualize all your stack's columns, tables, and their relationships. Are You Ready to Take Control of Your Limited Partnership Journey? Stackby's Limited Partners Tracking Template is your ticket to a standing ovation from your partners and team members. Sign up now and let the show begin!Check out Other related Template Idea Tracking Corporate M&A Tracking Deal Flow Management 
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Deal-flow Management Template by Stackby Templates
Deal-flow Management
Whether you are an Angel Investor, an Investment Banker, or run a Venture Capital Fund, a significant portion of your time is spent negotiating and finalizing deals with startup companies. The success of your company depends on the deals you make with different firms and organizations. Proper tracking and management of such deals are essential to ensure the highest possible return. This is accomplished via deal flow management. Efficient and effective deal flow management will ensure that you don't miss out on the best possible investment opportunities. It allows you to keep an eye out for the most profitable deals heading your way! Stackby's Deal-flow management template can make the process all the more easier for you. Are you looking for a tool to manage your deal flow? You've come to the right place. Stackby has created a template exclusively for this purpose. With our Deal-flow Management Template, you can record and track your deal's details on a single interface, similar to how our client database template helps manage client relationships. How can you use this template for your team? The Deal-flow management template will allow you to: Bring information via pitch forms - startup name, description, URL, categories, pitch deck attachments and more. Just like our comprehensive online database tools that convert various data formats, this template seamlessly captures all essential deal information. Record the source of a particular deal for future reference, enabling better sales and CRM tracking capabilities. Track the current status of the deal. You can select from the options given, including Portfolio, Due-Diligence, Negotiation, On-Hold, etc. This status tracking works similarly to how our project tracker monitors project phases. Keep an eye on the closing date of each deal. You can also assign a deal manager to make the process simpler and easier, much like how our real estate transaction tracker manages property deals. Attach any documents related to the deals to the template itself for easy access. The template also allows you to view the deals by their action or current status. It has an inbuilt calendar that tracks the closing of each deal, providing similar functionality to our social media calendar for content scheduling. Advanced Features for Investment Management The separate tab for sources allows you to list and summarize all the sources for your deals, creating a comprehensive vendor management system for your investment pipeline. Additional capabilities include: Add any custom fields to record particular details of any startup Record the contact details - phone number, email ID of the startup representatives and their current job title in the company Monitor and update the details as and when required For investment firms looking to expand their operational efficiency, our finance management software solutions provide comprehensive financial oversight alongside deal tracking. Streamlined Startup Negotiations To make your job easier, the deal-flow management template comes attached with a standard Startup pitch form that can be used by your company while negotiating with them. This integrated approach mirrors how our marketing campaign tracker combines planning and execution in one platform. Investment professionals can also benefit from our commission tracking template to manage performance-based compensation related to successful deals. Scale Your Investment Success Quality deal flow management can be the key factor that drives the success of your company. With our custom-made deal flow management template, you can scale your startup investments and focus on what you do best - investing in future unicorns!For teams managing multiple aspects of their business, explore our comprehensive operations management solutions that complement deal flow tracking with broader operational oversight.
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Free AI Competitive Analysis Template for 2025 by Stackby Templates
AI Competitive Analysis
Use AI to collect, compare, and analyze competitor data — from pricing, features and keywords to social presence — all in one organized workspace. AI Competitive Analysis Template by Stackby Understanding your competition is key to making smarter business decisions. Whether you’re in marketing, product management, or sales strategy, knowing what your competitors are doing — and how they’re performing — helps you stay ahead. The AI Competitive Analysis Template by Stackby takes traditional competitor research to the next level. It combines the flexibility of Stackby’s database with the intelligence of AI to help you automatically collect, analyze, and summarize key insights about your market competitors — all in one place. Why Competitive Analysis Matters More Than Ever In today’s data-driven landscape, every brand is fighting for attention, customers, and market share. Without a structured and automated way to track your competitors, you risk missing out on critical opportunities. A competitive analysis gives you clarity on: How your competitors position their products or services What pricing strategies and marketing tactics they use Where they’re outperforming you — and where they’re weak Which trends or customer insights are shaping your industry With the AI Competitive Analysis Template, you no longer have to manually gather information from multiple sources. The template uses AI fields to summarize content, extract insights, and categorize competitor data automatically — saving hours of manual effort. Key Features of the AI Competitive Analysis Template 1. AI-Powered Competitor Summaries Simply input your competitors’ website URLs, product descriptions, or recent announcements. Stackby’s AI will automatically generate concise summaries highlighting key offerings, positioning, and differentiators. 2. Automated SWOT Analysis Use AI to perform Strengths, Weaknesses, Opportunities, and Threats (SWOT) analysis for each competitor. Instantly identify where your brand can outperform the market or where you need to improve. 3. Track Key Metrics in One Place Monitor pricing, features, marketing channels, ad spend, social following, and SEO keywords side by side. With customizable fields and filters, you can visualize patterns and make data-backed decisions. 4. Visual Dashboards and Reports Turn your competitive data into visual dashboards using Stackby’s chart and summary blocks. Quickly identify gaps, trends, and insights without switching tools. 5. Collaboration Made Easy Invite your marketing, product, and strategy teams to collaborate in real time. Assign roles, add notes, and build a single source of truth for your competitive intelligence. How the AI Competitive Analysis Template Works Start with the TemplateAccess the AI Competitive Analysis Template from Stackby’s gallery and duplicate it into your workspace. Add Your CompetitorsList out your competitors along with links to their websites, blogs, and product pages. Generate AI InsightsUse AI fields to summarize competitor descriptions, extract key messages, and compare positioning automatically. Add Metrics & TagsTrack essential information like pricing models, customer base, unique selling propositions, SEO rankings, and social reach. Analyze & VisualizeSwitch to dashboard or kanban views to visualize competitor trends and identify strategic opportunities. Benefits of Using the AI Competitive Analysis Template Save Research Time: Automate the collection and summarization of competitor data. Stay Organized: Keep all competitor insights centralized and structured. Make Smarter Decisions: Identify market gaps and emerging opportunities faster. Collaborate Seamlessly: Empower marketing, product, and leadership teams with shared insights. Adapt Quickly: Update your analysis as the market evolves and stay ahead of trends. Whether you’re planning a product launch, refining your go-to-market strategy, or tracking your category performance, this template gives you a clear and actionable view of your competition. Who Can Use This Template Marketing Teams: For tracking campaigns, content strategies, and messaging differences. Product Managers: For feature benchmarking and pricing analysis. Sales Teams: For understanding competitors’ positioning and objections. Founders & Executives: For high-level market insights and investment decisions. The AI Competitive Analysis Template by Stackby makes competitive research accessible to everyone — even without a data analyst or research background. Why Choose Stackby for AI-Powered Research Stackby merges spreadsheets, databases, and AI automation into one collaborative platform. Unlike traditional spreadsheets, Stackby lets you connect live data from APIs, automate workflows, and use AI fields to extract insights instantly. With Stackby, your competitive analysis isn’t just a one-time report — it becomes a living, evolving system that keeps your team informed and agile. Get Started Today Stop wasting time switching between Google Sheets, Docs, and endless browser tabs. The AI Competitive Analysis Template by Stackby helps you research faster, think strategically, and make confident business decisions backed by AI insights. ???? Try it for free on Stackby today and see how effortless competit ive analysis can be.
Europe VC Funds Database - Stackby Templates
Europe VC Funds Database
This template curates a comprehensive roster of European venture capital funds tracking fund sizes, cheque sizes, key partners, headquarters, and investment focus all in one dynamic Stackby workspace. Power your fundraising, deal sourcing, and market analysis with real-time data, AI-driven insights, and automated alerts. Who Will Love This Fund Hub? Professionals who need instant access to Europe's VC ecosystem: Startup founders mapping potential investors by fund size and sector Fundraising teams targeting the right VCs with tailored pitches coordinated with sales outreach strategies Corporate innovation leads identifying strategic partners and investment trends Consultants and analysts benchmarking fund activity and emerging hotspots Service providers (legal, accounting, PR) building sponsor lists The Headaches It Fixes No more hunting across websites, spreadsheets, or announcements: Centralize fragmented data Fragmented VC data scattered across various sources is consolidated into one comprehensive database similar to a client database. Maintain current information Outdated fund information leading to irrelevant outreach is prevented through automated enrichment and updates. Track investment criteria Manual tracking of cheque sizes, ticket ranges, and sector focus is automated for efficient qualification. Enable proactive monitoring Lack of automated updates on new fund launches or partner changes is solved with intelligent alerts. Visualize patterns Difficulties visualizing geographic and thematic investment patterns are overcome with interactive mapping and dashboards. Key Features Based on Template Design Harness Stackby's 2025 AI-powered database capabilities to keep your VC intel fresh and actionable: AI enrichment fields Auto-populate fund size, cheque size ranges, HQ location, and sector specialties via API connectors for comprehensive profiles. Multi-table structure Linking Funds, Partners, Investment Rounds, and Notes for full context coordinated with operations management visibility. Custom views Map view of HQ locations, Kanban board by fund stage, and table view for quick data edits similar to project tracker flexibility. Automated reminders For follow-up tasks—track introduction status, due diligence phases, and pitch deadlines for accountability. Reporting power-ups To visualize total AUM by country, median cheque size, and partner network density for strategic insights. Collaboration tools Comments, @mentions, and shared view links to keep teams in sync across fundraising efforts. No-code integrations With Crunchbase, PitchBook, and LinkedIn via Stackby API and Zapier for seamless data flow. How You'll Work Smarter Your Fund Discovery Path in Five Steps 1. Import seed fund list Via CSV or API—just names and websites to begin building your database. 2. Trigger AI enrichment To auto-fill core details: fund size, cheque range, HQ, vertical focus for comprehensive profiles. 3. Link partners and rounds Associate each fund with decision makers and recent deals for relationship mapping. 4. Set up automations Remind team members to send intros, update notes after meetings, or flag new fund launches for timely action. 5. Analyze and act Use interactive dashboards to spot funding gaps, hot sectors, or emerging regions for outreach coordinated with deal flow management. Spotlight Use Cases Fintech fundraising targeting A SaaS startup builds a shortlist of fintech-focused VCs with €50M–€200M funds in Berlin and London, automating intro reminders for systematic outreach. Healthcare sector mapping A corporate VC team tracks healthcare-specialist funds across Europe, mapping HQ clusters in Paris, Zurich, and Stockholm for partnership development. Market intelligence reporting A VC consultant creates quarterly reports on median cheque sizes and partner network growth, sharing insights via dynamic dashboards with clients. Geographic expansion planning Startups planning European expansion identify regional VC clusters to target for market entry funding. Competitive intelligence Portfolio companies track which funds are investing in competitors to understand market dynamics. Track Comprehensive Fund Data Fund characteristics Fund name, size, vintage year, fund stage (seed, Series A, growth), investment thesis, and status. Investment criteria Typical cheque size, ticket range, sector focus, geographic preferences, and stage preferences. Fund leadership Managing partners, investment partners, associates, and decision-making structure. Portfolio insights Recent investments, exits, portfolio companies, and investment velocity. Contact information Office locations, contact details, submission processes, and preferred introduction paths. Analyze European VC Landscape Geographic distribution Map fund concentration across UK, Germany, France, Nordics, Benelux, and emerging markets. Sector specialization Identify funds focused on fintech, healthtech, SaaS, deeptech, climate tech, and other verticals. Stage focus Understand which funds invest at pre-seed, seed, Series A, growth, or across multiple stages. Fund size analysis Analyze fund sizes, deployment pace, and capital availability across the European ecosystem. Investment trends Track emerging sectors, hot geographies, and shifting investment theses across European VCs. Support Fundraising Strategy Build target lists Create qualified lists of funds matching your stage, sector, and geographic focus. Prioritize outreach Score and rank funds based on fit, recent activity, and likelihood of interest. Track introduction paths Map warm introduction routes through mutual connections, advisors, and portfolio founders. Monitor engagement Track meeting status, follow-up actions, and progression through due diligence. Coordinate team efforts Ensure multiple team members don't reach out to same fund while maintaining consistent messaging. Integrate with Your Fundraising Stack CRM synchronization Push fund data to your fundraising CRM for seamless workflow integration coordinated with sales CRM systems. Data enrichment services Connect to Crunchbase, PitchBook, or other data providers for continuous enrichment. Communication tools Track email opens, meeting schedules, and follow-ups within the fund database. Document management Link pitch decks, data rooms, and correspondence to each fund record. Who Will Find This Template Useful? This template is invaluable for: Startup founders raising venture capital rounds Fundraising consultants supporting portfolio companies Corporate development teams mapping VC landscape Market researchers analyzing European venture ecosystem Service providers targeting VC-backed companies Investment bankers facilitating introductions Accelerators and incubators connecting startups with investors Best Practices for VC Database Management Keep data current Schedule regular enrichment cycles to catch fund launches, partner changes, and strategy shifts. Respect relationship capital Track introduction paths carefully to avoid burning bridges through redundant outreach. Segment strategically Create views for different use cases: target list, met with, passed, interested, committed. Research thoroughly Review recent investments, partner backgrounds, and fund thesis before outreach. Personalize outreach Use fund data to craft relevant, specific pitches that demonstrate research and fit. Track outcomes Record meeting feedback, pass reasons, and follow-up actions to improve future targeting. Related Templates India VC Funds Database Template – Contrast European and Indian VC landscapes side by side SaaS VC Funds Database Template – Focus exclusively on SaaS-focused investors globally AI Prospect Research Tool Template – Enrich decision-maker profiles at each fund for targeted outreach Deal Flow Management – Track investment opportunities and pipeline AI Company Enrichment Template – Enrich portfolio company data for market analysis Whether you're a founder raising your first round or a seasoned investor analyzing the European VC landscape, the Europe VC Funds Database Template provides the structure, intelligence, and automation needed to navigate European venture capital efficiently and build relationships with the right investors for your journey. Frequently Asked Questions (FAQs) What is included in the Europe VC Funds Database? The Europe VC Funds Database includes comprehensive information on European venture capital funds including fund names, sizes, and vintage years, investment criteria (stage, sector, geography, cheque size), managing partners and investment team details, headquarters locations and office networks, recent investments and portfolio companies, fund thesis and strategic focus, contact information and submission processes, and links to fund websites and social profiles. How is this database maintained and updated? The database is maintained through AI-powered enrichment that automatically updates fund information from public sources, manual updates from team research and meetings, API connections to data providers like Crunchbase and PitchBook, community contributions from users sharing insights, and scheduled refresh cycles to catch new fund launches and team changes, ensuring the database remains current and reliable. Can I customize the database for my specific needs? Yes, the template is fully customizable. You can add custom fields for your specific tracking needs, create custom views for different use cases (target list, outreach status, sector focus), build scoring models based on your criteria, add tags and categories relevant to your fundraising strategy, and integrate with your existing tools and workflows to create a system perfectly suited to your needs. How do I find the right VCs for my startup? Find the right VCs by filtering by sector focus matching your industry, stage preference aligning with your current round, geographic focus matching your market, cheque size range matching your raise, recent investment activity showing active deployment, portfolio companies indicating thesis fit, and partner backgrounds suggesting domain expertise. Use scoring to prioritize funds with highest fit probability. Is this database useful beyond fundraising? Yes, the database supports multiple use cases beyond fundraising including competitive intelligence by tracking competitor funding, market research analyzing investment trends and hot sectors, partnership identification finding strategic investors, service provider targeting identifying potential clients, talent acquisition understanding VC-backed hiring needs, and ecosystem analysis mapping European venture capital landscape evolution.
AI VC Funds Database - Stackby Templates
AI VC Funds Database
Explore a curated database of global AI VC funds and their key details including fund size, cheque size, location, key partners and more. Add this template in your Stackby workspace and use it as a CRM to fund-raise for your AI startup. Happy fundraising!
SaaS VC Funds Database - Stackby Templates
SaaS VC Funds Database
Building or scaling a SaaS company and looking for the right investors? The SaaS VC Funds Database Template gives founders, accelerators, and fundraising consultants access to a curated list of venture capital firms actively investing in SaaS startups. Instead of juggling scattered spreadsheets and hours of online research, you get a structured, searchable, and filterable database tailored to the SaaS ecosystem. Whether you're raising pre-seed, Series A, or growth capital, this template helps you find the right-fit SaaS investors, track conversations, and manage your fundraising pipeline efficiently. Who Is It For? The SaaS VC Funds Database Template is perfect for: SaaS founders preparing for fundraising rounds coordinated with sales strategies Accelerators & incubators supporting B2B and SaaS startups Fundraising consultants working with SaaS clients Investors & analysts researching SaaS-focused VC activity Problems Solved Focus investor outreach Unfocused investor lists: Stop wasting time pitching to generalist investors not interested in SaaS by targeting specialized funds. Centralize research Scattered research: Avoid endless searches on Crunchbase, LinkedIn, and blogs with a consolidated database similar to a client database. Organize tracking Messy tracking: Replace unorganized spreadsheets with a streamlined pipeline view coordinated with deal flow management. Never miss follow-ups Missed follow-ups: Keep investor conversations and notes in one place with automated reminders. Key Features Curated Database Access details of VCs who actively invest in SaaS startups (fund size, stage, geography, portfolio highlights) for targeted outreach. Search & Filter Identify investors by SaaS subsectors, check size, or funding stage to build qualified target lists quickly. Pipeline Tracker Track investor conversations from first outreach to closing coordinated with operations management workflows. Collaboration Tools Share access with co-founders or fundraising teams for coordinated outreach similar to project tracker collaboration. Notes & Updates Store meeting notes, investor preferences, and follow-up reminders for relationship management. How to Use the SaaS VC Funds Database Template Browse SaaS-focused VC funds By stage, geography, or sector to understand the investment landscape. Build your shortlist Of relevant investors for your fundraising round based on fit criteria. Assign outreach tasks And track investor engagement across your team for accountability. Record notes from meetings And capture investor preferences for personalized follow-up. Update pipeline stages (intro ? meeting ? due diligence ? committed) to maintain visibility into fundraising progress. Refine your outreach strategy Based on engagement data to improve conversion rates over time. Example Use Cases Pre-seed & seed rounds Find micro-VCs and SaaS-specialized funds for early traction stages when product-market fit is emerging. Series A fundraising Build a target list of institutional VCs backing scaling SaaS businesses with proven revenue models. Accelerator demo day prep Provide participating startups with a ready-made SaaS VC list for efficient investor targeting. Consultant resource Manage multiple SaaS clients' investor pipelines in one organized system for portfolio-wide visibility. Geographic expansion Identify regional SaaS investors when expanding into new markets like Europe or Asia. Track Comprehensive Fund Data Fund characteristics Fund name, size, vintage, investment thesis, and SaaS specialization (vertical SaaS, horizontal SaaS, infrastructure). Investment criteria Typical cheque size, stage preferences (pre-seed to growth), revenue requirements, and geographic focus. SaaS subsector focus Fintech SaaS, healthtech SaaS, martech, sales tech, HR tech, DevOps tools, and other specializations. Portfolio insights Notable SaaS investments, exits, portfolio company metrics, and investment velocity. Fund leadership Partners with SaaS expertise, operational backgrounds, and decision-making authority. Analyze SaaS Investment Landscape Stage distribution Understand which funds invest at different SaaS maturity stages from pre-revenue to late-stage. Subsector trends Identify hot SaaS categories attracting capital and emerging investment themes. Geographic focus Map SaaS investor concentration across Silicon Valley, New York, Europe, and emerging hubs. Valuation benchmarks Track typical valuations and deal terms at different stages of SaaS company development. Fund deployment pace Identify actively deploying funds versus those between fundraising cycles. Support SaaS Fundraising Strategy Build qualified target lists Create prioritized lists of funds matching your stage, subsector, and revenue profile. Map warm introduction paths Identify mutual connections, portfolio founders, and advisors who can facilitate introductions. Customize pitch approach Tailor messaging based on fund thesis, portfolio patterns, and partner backgrounds. Coordinate team outreach Ensure multiple team members don't contact same fund while maintaining consistent messaging. Track engagement metrics Monitor response rates, meeting conversion, and time-to-close across different fund types. Integrate with Your Fundraising Stack CRM synchronization Connect with fundraising CRMs for seamless workflow integration coordinated with sales CRM systems. Data enrichment Link to Crunchbase, PitchBook, or other sources for continuous fund information updates. Communication tracking Monitor email opens, meeting schedules, and document views within the database. Document management Store pitch decks, data room links, and correspondence with each fund record. Leverage SaaS-Specific Insights Revenue model preferences Identify which funds prefer subscription vs. usage-based vs. hybrid SaaS models. Go-to-market alignment Find investors experienced with your GTM motion (PLG, sales-led, channel partnerships). Unit economics focus Target funds that understand SaaS metrics like CAC payback, LTV:CAC, and net retention. Growth stage expertise Match with funds experienced in your growth stage challenges from finding PMF to scaling internationally. Who Will Find This Template Useful? This template is invaluable for: B2B SaaS founders raising venture capital coordinated with product management software development Vertical SaaS companies targeting industry-specific investors SaaS marketplace businesses seeking specialized platform investors Technical founders building developer tools and infrastructure Growth-stage SaaS companies raising expansion rounds International SaaS companies entering US or European markets SaaS holding companies evaluating acquisition financing Best Practices for SaaS Fundraising Demonstrate SaaS metrics Have clean data on MRR, ARR, churn, CAC, LTV, and other key SaaS performance indicators. Show product-market fit Prove validation through retention cohorts, NPS scores, and organic growth signals. Articulate unit economics Demonstrate a clear path to efficient growth with sustainable customer acquisition costs. Highlight competitive moats Explain defensibility through network effects, switching costs, or data advantages. Research fund portfolios Study portfolio companies to understand fund thesis and identify relevant comparables. Warm introductions matter Leverage mutual connections for introductions—cold outreach has significantly lower conversion. Related Templates SaaS Startup Financial Model Template: Build projections for revenue, churn, and growth Investor CRM Template: Manage relationships and track fundraising progress B2B SaaS Metrics Dashboard Template: Track ARR, MRR, CAC, LTV, and more Deal Flow Management: Track investment opportunities from both sides AI Prospect Research Tool: Enrich investor contact information Whether you're a seed-stage SaaS startup seeking initial funding or a growth-stage company raising expansion capital, the SaaS VC Funds Database Template provides the structure, intelligence, and workflow management needed to identify the right SaaS-focused investors and successfully navigate the fundraising process. Frequently Asked Questions (FAQs) What makes a VC fund "SaaS-focused"? A SaaS-focused VC fund demonstrates specialization through majority of portfolio invested in software-as-a-service companies, partners with operational SaaS experience, investment thesis explicitly targeting SaaS models, understanding of SaaS metrics and unit economics, network of SaaS operators and executives, and track record of successful SaaS exits. Some funds invest exclusively in SaaS while others have SaaS as a major focus area. How do I know which SaaS funds are right for my stage? Match funds to your stage by checking typical cheque sizes against your raise amount, reviewing portfolio companies at similar stages, confirming minimum revenue or traction requirements, understanding their lead vs. follow preferences, checking geographic investment scope, and evaluating subsector focus alignment. Pre-seed requires different funds than Series B, so stage alignment is critical. Should I target generalist or specialized SaaS funds? Both can be valuable depending on your situation. Specialized SaaS funds offer deep domain expertise, relevant network introductions, operational playbooks, and understanding of SaaS metrics. Generalist funds may offer larger cheques, portfolio diversification benefits, and cross-sector network effects. Ideal syndicates often combine both specialized SaaS investors and respected generalists. How often should I update my SaaS VC database? Update your database quarterly at minimum to catch new fund launches, team changes, and strategy shifts. During active fundraising, check target funds monthly for recent investments, new portfolio companies, and firm news. Set up Google Alerts for target funds and subscribe to their newsletters and portfolio updates to stay informed about deployment activity and thesis evolution. What SaaS metrics do investors care most about? Key SaaS metrics investors evaluate include monthly recurring revenue (MRR) and annual recurring revenue (ARR), net revenue retention (NRR) showing expansion potential, gross margin demonstrating scalability, customer acquisition cost (CAC) and payback period, lifetime value to CAC ratio (LTV:CAC), churn rate (gross and net), growth rate sustainability, and sales efficiency (magic number). Clean, accurate metrics build investor confidence.
India VC Funds Database - Stackby Templates
India VC Funds Database
Looking to connect with the right investors for your startup? The India VC Funds Database Template helps founders, accelerators, and fundraising consultants access curated information about venture capital firms operating in India—all in one organized place. Instead of spending countless hours researching investors across scattered sources, you get a structured, searchable, and filterable database. Whether you’re raising seed, Series A, or growth-stage funding, this template ensures you can quickly identify relevant VCs, track outreach, and manage your investor pipeline efficiently. Who Is It For? The India VC Funds Database Template is perfect for: Startup founders preparing for their next fundraising round. Accelerators & incubators supporting multiple startups with investor connections. Fundraising consultants looking for a ready-made resource to manage clients’ outreach. Researchers & analysts tracking India’s venture capital ecosystem. Problems Solved Scattered research: No more wasting time digging through multiple websites, LinkedIn, or old pitch decks. Wrong-fit investors: Easily filter VCs by stage, sector, and ticket size to find the right match. Unorganized pipeline: Manage outreach and status tracking in one system. Missed opportunities: Keep follow-ups and investor notes in one place. Key Features Comprehensive Database: Access curated details of India-focused VC funds including firm name, sector focus, check size, portfolio, and contact details. Search & Filter: Quickly identify investors by geography, industry, or investment stage. Pipeline Tracker: Track investor conversations from intro to follow-up to closed. Collaboration Tools: Share with co-founders or fundraising teams to manage outreach together. Notes & Updates: Keep track of investor feedback and meeting notes in one place. How to Use the India VC Funds Database Template Browse the VC funds by category, stage, or sector. Shortlist relevant firms for your fundraising round. Assign outreach tasks to your team or track them yourself. Record notes, responses, and follow-up dates. Update status as you progress through the pipeline. Use insights to refine your fundraising strategy. Example Use Cases Seed-stage fundraising: Find early-stage investors who back new ideas. Series A outreach: Build a targeted list of institutional VCs focused on scaling companies. Accelerator demo day prep: Provide startups with a structured database of active VCs. Consultant resource: Manage multiple clients’ investor pipelines in one system. Related Templates Investor CRM Template: Manage investor relationships and track fundraising progress. Startup Fundraising Tracker: Organize your pitch pipeline and outreach strategy. India Angel Investors Database Template: Connect with early-stage angels across India.
Insurance CRM Template for managing clients, policies, and renewals. Templates
Insurance CRM
Managing an insurance business requires staying on top of client information, policy renewals, claims, and follow-ups. Without an organized system, tracking leads, managing policies, and maintaining customer relationships can quickly become overwhelming. The Insurance CRM Template in Stackby helps insurance agencies, brokers, and agents efficiently manage customer data, track policies, automate follow-ups, and optimize workflows—all in one place. Why Use an Insurance CRM Template? Insurance businesses deal with a high volume of customer interactions, policy details, and renewal dates. A traditional spreadsheet can’t handle dynamic tracking, automated alerts, or seamless communication with clients. A CRM (Customer Relationship Management) system specifically designed for the insurance industry helps address these challenges. With Stackby's Insurance CRM Template, you can: Store and manage client information in a structured way. Track policies, claims, and renewals effortlessly. Automate reminders for policy expiration and follow-ups. Improve customer service with quick access to client history. Monitor sales performance and agent productivity. How This Template Works in Stackby Stackby’s Insurance CRM Template provides a well-structured framework that ensures smooth policy tracking, seamless client management, and efficient communication. The template consists of key tables that organize and automate the workflow. Key Tables in the Insurance CRM Template Clients Table – Maintain a database of all clients, including contact details, policy history, and communication logs. Policies Table – Track active policies, policy types, coverage details, and premium amounts. Claims Table – Record and manage insurance claims, their status, and claim amounts. Renewals Table – Keep track of upcoming policy renewals and automate reminders. Agents Table – Manage details of insurance agents, their assigned clients, and their sales performance. Each table is designed for easy access, tracking, and automation, making insurance management more efficient. Key Features & Benefits 1) Centralized Client & Policy Database Maintain detailed records of clients, policies, and interactions. Easily filter, sort, and search for specific client or policy details. 2) Efficient Policy & Renewal Management Track all active policies and their expiration dates. Set automated reminders for upcoming renewals to prevent lapses. 3) Streamlined Claims Tracking Monitor claim statuses and ensure timely processing. Assign agents to claims and manage payouts efficiently. 4) Performance Monitoring & Agent Productivity Track sales performance and policy conversion rates. Assign leads to agents and monitor their follow-ups. Automation & Integration Automate renewal alerts and follow-up notifications. Integrate with email and messaging platforms for better communication. Use Cases for the Insurance CRM Template The Insurance CRM Template is useful for various insurance-related businesses, including: Insurance Agencies – Manage a large portfolio of clients and policies. Independent Insurance Brokers – Organize client interactions and streamline renewals. Corporate Insurance Teams – Track employee insurance policies and claims. Health & Life Insurance Providers – Monitor policy expirations and claims efficiently. How to Get Started Import the Template – Add the Insurance CRM Template to your Stackby account. Customize the Fields – Modify the template based on your business needs. Add Client & Policy Details – Start entering client, policy, and renewal data. Set Up Automations – Enable reminders and follow-ups for renewals and claims. Track & Optimize – Monitor performance, track sales, and improve customer service.
Templates
Investor Portfolio Companies
This Investor Portfolio Companies template for Stackby helps you efficiently manage your portfolio with four key tables: Company Portfolio, Investment Rounds, Contacts, and Press Mentions. Keep track of company details, investment history, key stakeholders, and media coverage, all in a structured and easy-to-use format.
Venture Capital Application Form Template with startup and funding details. Templates
Venture Capital Application Form
The Venture Capital Application Form Template is purpose-built to streamline the evaluation and intake of funding applications from startups or entrepreneurs. Whether you are a venture capital firm, an angel investor network, or an incubator, this form makes it easier to collect structured information, review submissions efficiently, and collaborate internally on investment decisions. Startups can submit vital company details, business models, team information, and funding requirements—all through a single, customizable form. From submission to evaluation, everything is managed in one centralized system, reducing manual errors, improving response time, and ensuring no opportunity slips through the cracks. Key Tables in the Template 1. Applications Captures detailed information from each submitted application form.Fields: Application ID  Startup Name  Founder Name Contact Email  Website/LinkedIn  Industry  Business Model  Pitch Deck Upload  Funding Stage  Amount Requested  Revenue  Submission Date Status 2. Evaluation Panel Track internal evaluations and notes per application.Fields: Application ID  Reviewer Name  Evaluation Score  Comments  Final Recommendation  3. Meetings & Follow-ups Manage meeting dates, communication logs, and follow-up tasks.Fields: Application ID  Meeting Date  Meeting Notes  Follow-up Date  Assigned Team Member  Follow-up Status  Features Fully customizable form for startup submissions Auto-assigned application IDs for easy reference File upload support for pitch decks and business plans Linked tables for evaluation, meetings, and follow-ups Status and stage tracking with built-in filters and views Collaborator columns for assigning internal reviewers Benefits Centralized Submission System: Keep all applications and startup data in one place. Faster Decision-Making: Evaluate funding applications with a structured, review-based workflow. Improved Team Collaboration: Assign and track responsibilities internally for due diligence. Clear Follow-up Tracking: Schedule meetings and set reminders without leaving the platform. Custom Views: Filter by stage, industry, or reviewer to make informed investment choices. Scalable Use: Use it whether you’re managing 10 or 1,000+ applications. Use Cases Venture Capital Firms – Intake and track applications from prospective portfolio companies. Startup Accelerators/Incubators – Gather structured program applications and streamline shortlisting. Angel Investor Groups – Review startups collaboratively with investment committees. Corporate Innovation Hubs – Source innovative startups for partnerships or acquisition. Startup Competitions/Grants – Manage submissions and evaluation transparently. How to Use This Template Add the template to your Stackby workspace. Customize the form to match your investment thesis (industry types, funding stages, etc.). Share the form link with startups or embed it into your website. Assign evaluators to review and comment on each application. Log meetings and follow-ups directly inside the template for each application. Track everything from submission to final decision in real-time. Conclusion The Venture Capital Application Form Template is your complete toolkit to manage and streamline funding applications. From startups to VCs, the process becomes structured, collaborative, and insightful—ensuring that every potential investment gets the attention it deserves. With Stackby’s flexibility and power, you can scale your investment pipeline and stay organized effortlessly. Try it now—free to use and fully customizable. 
Corporate Mergers & Acquisitions Tracking Template for deal management. Templates
Corporate Mergers and Acquisitions Tracking
Are you a business owner or investor looking to keep track of mergers and acquisitions (M&A) activities in your industry? Look no further than Stackby's Corporate M&A Tracking Template! Whether you're a seasoned investor or just starting, this template is designed to help you make informed decisions about buying, selling, or holding shares in a particular company. So why wait? Let's have a look at the key features and benefits you can reap by trying out our M&A Tracking Template. What is M&A? Mergers and acquisitions (M&A) are two different types of corporate transactions that involve consolidating two or more companies. Mergers occur when two companies combine to form a new, larger entity, while acquisitions happen when one company purchases another. How do M&A Differ? Mergers and acquisitions differ in terms of how the transactions are structured and how the deal's value is determined. In a merger, the two companies combine to form a new entity, and the deal's value is based on the combined value of the two companies. In an acquisition, one company purchases another, and the deal's value is determined by the price paid for the acquired company. A Brief Overview of Stackby's Corporate M&A Tracking Template Stackby's Corporate M&A Template is a comprehensive solution that allows you to track all aspects of your M&A activities. This template will enable you to monitor potential deals, analyze financial data, track due diligence, and manage post-merger integration. Key Features of M&A Tracking Template Our Mergers and Acquisitions (M&A) Template comes loaded with a range of features that make it easy for you to track and manage your M&A activities. Some of the key features of the template include: Deal Tracking: With this feature, you can keep track of all the M&A deals your business is involved in, including the status of each deal and critical details such as the transaction value and expected close date. Contact Management: The Corporate M&A Tracking Template also includes a contact management feature that allows you to keep track of all the contacts involved in your M&A activities, including potential buyers and sellers, advisors, and other stakeholders. Customizable Tables: You can customize the template to suit your unique requirements by adding or importing tables as needed. Who can use Stackby M&A Tracking Template ? This mergers and acquisitions (M&A) template is designed for businesses of all sizes involved in M&A activities, including startups, small businesses, and large enterprises. It benefits business owners, investors, and analysts who must stay informed about corporate deals and make better-informed decisions about buying, selling, or holding shares in a particular company. Why Do You Need Stackby's M&A Tracking Template? Stackby's Corporate M&A or Mergers and Acquisitions Tracking Template offers a range of benefits for businesses involved in M&A activities, including: Improved Efficiency: The template streamlines the M&A process, making it easier for you to manage deals and keep track of all the necessary details. Better Decision-Making: With detailed financial analysis and other key metrics, the template allows you to make better-informed decisions about buying, selling, or holding shares in a particular company. How to Use This M&A Tracking Template? Using Stackby's Corporate Mergers and Acquisition (M&A) Tracking Template is easy. Simply sign up for Stackby, import the template, and customize it to your unique needs and requirements. The template comes with pre-built tables for deals and contacts, but you can add or import additional tables depending on your specific needs. 4 Ways to Customize Our M&A Tracking Template Here are some ways to customize our mergers and acquisitions (M&A) tracking template Add or import additional tables for specific M&A activities Customize the fields and columns to match your workflow Add custom views to filter and sort data Integrate with other tools, such as CRM or financial software via Zapier or similar. A Quick Look into the Tables That Already Come with Our M&A Tracking Template Deals: It is where you can track all the relevant details about each M&A deal you are monitoring. Contacts: It allows you to manage all the relevant contact information for the people and companies involved in each deal. Ready to Streamline Your M&A Tracking Process with Stackby's M&A Tracking Template? With our Corporate M&A Tracking Template, you can streamline the process of tracking deals, manage due diligence, and stay informed about corporate deals. So, get started today to stay ahead of the competition!Check out Other related Template Idea Tracking Deal Flow Management
Startup deal-flow tracking template By Stackby Templates
Startup deal-flow tracking
Whether you're a venture capitalist or an angel investor, or a private equity investor, making investments with maximum return requires a thorough analysis of various aspects of the company. More importantly, the process requires structural organization in order to succeed and our Startup deal-flow tracking template offers just that. Before we go any further, let's understand the concept of deal flow. What is a deal flow? In simple terms, deal flow is the total amount of investment opportunities available to a fund. Making a deal with any company is often a complex process. As a result, you need to have a thorough knowledge of the various investment avenues currently available to you. The idea behind deal flow management is to ensure that you have all the data you need to make the right decision. This systematic approach helps investors streamline their evaluation process and make more informed investment choices. Where do you get access to the company's funding status, revenue range, current employee strength, and other data relevant to an investment decision? Online tools like Mattermark can help you with that. What is Mattermark? Put in simple words, Mattermark is a software that gives you detailed information about various companies and investors. It allows you to monitor the fastest-growing companies worldwide and make informed investment decisions based on reliable company data. You can track a company's performance and growth over time and stay updated with the latest details about investors worldwide. This comprehensive approach to data collection is essential for effective sales and CRM management in the investment sector. Accurate and easily accessible data is the key to making profitable deals. However, managing the huge amount of data generated can be a tedious and difficult task. To address your predicament, Stackby developed a Startup deal-flow tracking Template! Why Choose Stackby's Deal-Flow Tracking Solution? Bid farewell to the days when you were forced to refer to multiple databases and spreadsheets for reliable data! With Stackby's Startup deal-flow tracking Template, you can store and track your data from a single interface, similar to how our client database template helps businesses manage customer relationships. You can directly import the data provided by Mattermark instead of manually entering the same. This automation feature works seamlessly with our database conversion tools, allowing you to easily transform your existing data from various formats like Excel to database or CSV to database for comprehensive deal tracking. With multiple deal tracking templates available out there, why should you choose us? Key Features and Benefits How will Stackby's Startup deal-flow tracking Template help you make investment decisions? Using the template, you will be able to: Record multiple company profiles on the same platform, creating a comprehensive investment database Automate the entire process by importing data from Mattermark and update it accordingly Bring data from Mattermark ID to each company to promote efficient tracking Track company location and status - You can also add a small description to each company to better understand before finalizing the deal Auto-track total funding received by each company to date, including details about the last funding amount and date Monitor Mattermark scores automatically to assess company performance Track employee strength and growth patterns over time Monitor revenue ranges for comprehensive financial analysis Add companies directly from Mattermark to streamline data entry Real-time monitoring and updates as market conditions change Integration with Your Investment Workflow Our startup deal-flow tracking template integrates seamlessly with other business management tools. For investment firms managing multiple aspects of their operations, you can combine this with our project tracker for managing due diligence processes, or utilize our vendor management template for handling service providers and consultants involved in the investment process. The template also supports various data import formats. Whether you're working with JSON data from APIs or XML files from different sources, our conversion tools ensure your deal flow data remains consistent and accessible. Advanced Analytics and Reporting Beyond basic tracking, our template provides comprehensive analytics capabilities. You can generate detailed reports on investment patterns, track portfolio performance, and identify emerging market trends. This analytical approach mirrors the functionality found in our marketing campaign tracker, adapted specifically for investment management needs. For firms requiring detailed performance monitoring, the template works excellently alongside our commission tracking system, helping you manage success fees and carry distributions effectively. Getting Started Stackby's Startup deal-flow tracking Template provides you with all the data you need to make a sound investment decision. Get your Mattermark API today and integrate it with our custom-made deal-flow tracking template to automate the entire deal flow management process. If you're already managing a portfolio, you might also find value in our comprehensive database solutions. Learn more about building custom database applications or explore our guide on spreadsheets vs database to understand why database solutions are superior for complex investment tracking.For investment professionals seeking to enhance their overall workflow, consider exploring our finance management software solutions that complement the deal-flow tracking capabilities with comprehensive financial oversight tools. Related Templates: Idea Tracking Corporate M&A Tracking Deal Flow Management Dealflow CRM
Fund Portfolio Management Template By Stackby Templates
Fund Portfolio Management
Are you spending endless hours trying to analyze and optimize your fund portfolio? Wish there was a more innovative way to track investments, monitor performance, and make data-driven decisions? Introducing the game-changing solution that will revolutionize your portfolio management and drive your investment success - Stackby's Fund Portfolio Management Template! What is Fund Portfolio Management? Fund Portfolio Management involves overseeing and managing a collection of investments held within a fund. It encompasses tracking various aspects such as investment performance, valuations, stake percentages, and available capital. Effective portfolio management is essential for investment funds, angel networks, venture capital funds and managers to make informed decisions and maximize returns. What are Investment Funds and Managers? Investment funds are collective investment vehicles managed by professionals called fund managers. These funds pool money from multiple investors to invest in a diversified portfolio of securities. Fund managers make investment decisions, analyze market trends, and monitor the fund's performance to maximize returns and manage risk. They play a crucial role in fund portfolio management by selecting investments, allocating resources, and optimizing overall performance. Investment funds and managers provide individuals and institutions with professionally managed investment opportunities for potential returns and diversification. A Brief Overview of Stackby's Fund Portfolio Management Template Stackby's Fund Portfolio Template is a robust tool designed to streamline the management of investment funds and portfolios. It provides a centralized hub where you can organize and track all your portfolio companies and funds, making it easier to monitor performance and make data-driven investment decisions. Who is This Fund Portfolio Management Template for? Our Fund Portfolio Management Template is ideal for investment fund managers, private equity firms, venture capitalists, and other professionals managing investment portfolios. Whether you are overseeing a single fund or multiple funds with diverse investments, this template offers the flexibility and functionality to meet your portfolio management needs. Why Do You Need Stackby's Fund Portfolio Management Template? Keep all your portfolio companies and funds in one place, ensuring easy access to critical information whenever needed. Monitor the performance of your portfolio companies, assess valuations, and gain insights into overall fund performance. Keep track of your stake percentages in portfolio companies and monitor available capital or dry powder for future investments. Improve transparency and reporting for investors and stakeholders. Enhance operational efficiency and productivity in managing fund portfolios. Stay organized and up-to-date with automated workflows and reminders. Table Included in Our Fund Portfolio Management Template Portfolio Companies: This table allows you to keep track of your portfolio companies, including essential details such as company name, investment amount, and valuation. Funds: With its aid, you can manage your funds and their associated investments, tracking critical information such as fund name, size, capital commitments, dry powder, and fund performance. Using the Link Column Type, you can establish connections between the Portfolio Companies and Funds tables, creating a relational structure that enhances data organization and accessibility. It lets you associate specific portfolio companies with their respective funds, providing a comprehensive overview of your investment landscape. Ways to Customize Our Fund Portfolio Management Template Tailor the template to track specific performance indicators, such as revenue growth, EBITDA, or market share. Incorporate automation and conditional formatting to streamline processes and highlight critical information. Utilize the flexibility of Stackby's platform to create personalized views and reports for different stakeholders. Add custom fields and columns to capture unique data points relevant to your investment strategy. Leverage the Lookup and Aggregation functions to consolidate and analyze data from different tables, gaining valuable insights and generating reports. Don't Let Your Investment Portfolio Become a Maze of Spreadsheets and Scattered Data! Sign up for Stackby today, harness the power of the Fund Portfolio Management Template, and unlock the full potential of your investment strategy!Check out Other related Template Idea Tracking Corporate M&A Tracking Deal Flow Management
Stackby LP Tracking Template for monitoring landing page performance and metrics. Templates
LP Tracking
Managing limited partners can feel like a never-ending puzzle. With numerous partners, deals, and tasks to handle, getting lost in the chaos is easy. But fear not! Stackby's LP Tracking Template is here to simplify your limited partnership management. Stay organized and gain a comprehensive overview of all your limited partners and their associated deals. Everything is neatly organized in one place, from lead partners to proposal details and minimum/maximum investments. Limited Partners: Definition Limited partners are investors who contribute capital to a partnership but have limited liability and are not actively involved in the partnership's day-to-day operations or management decisions. They primarily provide financial support and share in the profits and losses of the partnership. What is a Limited Partners Agreement? A Limited Partners Agreement is a legal document that outlines the terms and conditions of the partnership between the general partner(s) and the limited partner(s). It covers aspects such as the rights and responsibilities of each party, profit distribution, decision-making authority, and more. Understanding the agreement is crucial for effectively managing limited partner relationships. What is Limited Partners Liability? Limited partners enjoy limited liability, which means their personal assets are protected from the partnership's debts and obligations. They are generally not held responsible for any losses or debts incurred by the partnership beyond their initial investment. Limited Partnership vs. General Partnership: Understanding the Key Distinctions It's essential to differentiate between limited partnerships and general partnerships. While both involve multiple individuals or entities pooling resources for a common business purpose, there are significant differences in terms of liability, decision-making authority, and involvement in day-to-day operations. Limited partnerships offer investors limited liability protection, while general partnerships expose all partners to unlimited liability. A Brief Overview of Stackby's LP/Limited Partners Tracking Template Our LP Tracking Template is designed to help you efficiently manage limited partner relationships and keep track of important information related to investor commitments, deal progress, tasks, and more. It provides a user-friendly interface that makes it effortless for you to navigate. Who is This LP Tracking Template for? The Limited Partners Tracking Template is ideal for angel networks, fund managers, venture capitalists, private equity firms, and anyone managing limited partner relationships. Whether raising funds, tracking commitments, or overseeing multiple deals simultaneously, it offers an all-inclusive solution to streamline your workflow. Why Do You Need Stackby's Limited Partners Tracking Template? Efficiently track and manage limited partners' information, such as lead partners, status, proposals, minimum and maximum investments, and tasks. Use the power of Stackby's Apps to access, enrich and take action on your data, thereby taking your limited partnership management to the next level. Add our View level sharing powerup to your stack to share individual views with any team members or stakeholders. Table Included in Our Limited Partners Tracking Template All Deals: This table allows you to keep track of all deals associated with limited partners, including deal details, status updates, and more. Tasks: With its aid, you can stay organized by tracking tasks associated with each limited partner, ensuring timely completion and efficient collaboration. Stackby also provides advanced functionalities like Lookup and Aggregation. These features enhance the capabilities of your LP Tracking Template: Lookup: The Lookup column type lets you fetch data from other tables based on specific criteria. For example, you can create a Lookup column in the "All Deals" table to retrieve the total number of tasks assigned to a limited partner from the "Tasks" table. It provides valuable insights and a consolidated view of each limited partner's task load. Aggregation: The Aggregation column type allows you to perform calculations or generate summaries based on the data in a specific column. For instance, you can create an Aggregation column in the "All Deals" table to calculate the total investment amount across all deals for each limited partner. This feature simplifies financial analysis and reporting. By leveraging these features, you can extract meaningful insights, automate calculations, and generate comprehensive reports within your LP Tracking Template. Ways to Customize Our Limited Partners Tracking Template Customize fields to capture the information relevant to your limited partners. Add or import tables based on your needs, such as investor information, financial data, or performance metrics. Add our Goal Tracker App to your stack to track goals and set targets automatically. Leverage our Stack Schema App to visualize all your stack's columns, tables, and their relationships. Are You Ready to Take Control of Your Limited Partnership Journey? Stackby's Limited Partners Tracking Template is your ticket to a standing ovation from your partners and team members. Sign up now and let the show begin!Check out Other related Template Idea Tracking Corporate M&A Tracking Deal Flow Management 
Deal-flow Management Template by Stackby Templates
Deal-flow Management
Whether you are an Angel Investor, an Investment Banker, or run a Venture Capital Fund, a significant portion of your time is spent negotiating and finalizing deals with startup companies. The success of your company depends on the deals you make with different firms and organizations. Proper tracking and management of such deals are essential to ensure the highest possible return. This is accomplished via deal flow management. Efficient and effective deal flow management will ensure that you don't miss out on the best possible investment opportunities. It allows you to keep an eye out for the most profitable deals heading your way! Stackby's Deal-flow management template can make the process all the more easier for you. Are you looking for a tool to manage your deal flow? You've come to the right place. Stackby has created a template exclusively for this purpose. With our Deal-flow Management Template, you can record and track your deal's details on a single interface, similar to how our client database template helps manage client relationships. How can you use this template for your team? The Deal-flow management template will allow you to: Bring information via pitch forms - startup name, description, URL, categories, pitch deck attachments and more. Just like our comprehensive online database tools that convert various data formats, this template seamlessly captures all essential deal information. Record the source of a particular deal for future reference, enabling better sales and CRM tracking capabilities. Track the current status of the deal. You can select from the options given, including Portfolio, Due-Diligence, Negotiation, On-Hold, etc. This status tracking works similarly to how our project tracker monitors project phases. Keep an eye on the closing date of each deal. You can also assign a deal manager to make the process simpler and easier, much like how our real estate transaction tracker manages property deals. Attach any documents related to the deals to the template itself for easy access. The template also allows you to view the deals by their action or current status. It has an inbuilt calendar that tracks the closing of each deal, providing similar functionality to our social media calendar for content scheduling. Advanced Features for Investment Management The separate tab for sources allows you to list and summarize all the sources for your deals, creating a comprehensive vendor management system for your investment pipeline. Additional capabilities include: Add any custom fields to record particular details of any startup Record the contact details - phone number, email ID of the startup representatives and their current job title in the company Monitor and update the details as and when required For investment firms looking to expand their operational efficiency, our finance management software solutions provide comprehensive financial oversight alongside deal tracking. Streamlined Startup Negotiations To make your job easier, the deal-flow management template comes attached with a standard Startup pitch form that can be used by your company while negotiating with them. This integrated approach mirrors how our marketing campaign tracker combines planning and execution in one platform. Investment professionals can also benefit from our commission tracking template to manage performance-based compensation related to successful deals. Scale Your Investment Success Quality deal flow management can be the key factor that drives the success of your company. With our custom-made deal flow management template, you can scale your startup investments and focus on what you do best - investing in future unicorns!For teams managing multiple aspects of their business, explore our comprehensive operations management solutions that complement deal flow tracking with broader operational oversight.
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