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Welcome to Venture Capital OS — a complete operating system for a venture fund: deal pipeline, portfolio tracking, LP relationships, capital calls, distributions, and fund metrics, all interconnected. This guide covers setup, daily use, and safe customization.

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1. Getting started

• Duplicate the whole template from the top-level page so every database, relation, template, and dashboard stays linked. Duplicating individual databases separately breaks relations.
• Plan requirements: the template works on every Notion plan — nothing requires Business or Enterprise. The Dashboard page is built from standard views (charts and tables). Charts are unlimited on any paid plan; the Free plan includes only one chart per workspace, so Free users should upgrade to display the full dashboard. Person properties (Deal Owner, Relationship Owner, Task Owner) work best when your teammates are invited to the workspace.
• Currency: all money properties display in USD. This is formatting only — there is no currency conversion. To change the display currency, edit the number property format in each database.
• Demo data: the template ships with a fictional fund (Meridian Ventures), fictional LPs, companies, and cash flows so every view and chart is alive. See Section 7 before deleting it.
• Time zone & date anchoring: demo scenarios are anchored to September 21, 2026. Time-sensitive views (Overdue, Due This Week, Closing Soon) are relative to today's date — refresh demo dates before demonstrating at a later time.

2. The end-to-end workflow

1. Sourcing — every opportunity becomes a Deal linked to a Company. Create the Company first if it doesn't exist. Set Source, Round Stage, and Deal Owner.
2. Screening to decision — move the Deal through New → Screening → Due Diligence → IC Review → Term Sheet. Track DD Items, Tasks, Interactions, and Documents on the deal page; they appear there automatically.
3. Decision — mark the deal Invested, Passed, or Lost. If invested, create an Investment linking the Company, Fund, and Deal. The Investment is the position; the Deal is the process.
4. Portfolio — add a Valuation each quarter (or at each round). The most recent dated mark drives Current Value, MOIC, and fund NAV. Active positions count toward NAV; Exited and Written Off do not.
5. Fundraising & LP management — track LPs from Prospect to Committed. A Commitment is one LP's commitment to one fund. Pledges never count as committed capital — only Signed or Active commitments do.
6. Capital calls — issue a Capital Call per commitment with a Called Amount and Due Date. When cash arrives, set Paid Amount, Paid Date, and Status Paid (or Partially Paid). Only settled payments count as cash.
7. Distributions — record cash back to LPs per commitment. Only Paid distributions count toward DPI.

3. The fifteen databases

• Companies (hub) — every company you track: prospects, pipeline, portfolio, passed, exited.
• Deals — one record per opportunity or round considered, linked to a Company and (when relevant) a Fund.
• Investments — one position per fund per company, with instrument, cost basis, and live valuation.
• Valuations — dated fair-value marks per investment.