Tools & Templates

Notion, Obsidian, Claude Code & workspace configs • $0+

Ready-to-use templates for your existing tools. Notion deal flow CRMs, Obsidian portfolio tracking vaults, and pre-configured Claude Code workspaces for investment research. Set up in minutes, customize for your workflow.

FREE

Starter

Investor Intelligence Starter Kit

Get started with AI-powered investment research

Claude CodeNotionPDF

FreeDownload Free

Starter

Deal Flow CRM

Notion template for VC and angel deal management

Notion

$27Get Template

Starter

Portfolio Tracker Vault

Obsidian vault for personal investment tracking

Obsidian

$27Get Vault

Best Value

Professional

Investor Research Workspace

Complete Claude Code + Coworker setup for research

Claude CodeCoworkerObsidian

$147Get Workspace

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