Investor CRM Template

By
Spreadsheet.com
Spreadsheet.com
4
Worksheets
Investor CRM
Overview

Track, organize, and optimize your investment portfolio with this Investor CRM template. List ongoing and prospective deals, collect information on companies, keep a record of your contacts, and log interactions all in one place.

With Related rows, your worksheets act like records in a relational database so you can link all of your information across worksheets. And with built-in charts, row grouping, Gantt views, and more, this template gives you a variety of ways to visualize your investment portfolio.

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