Collection Templates and the teams that use them

Templates

The template determines the layout of the Collection. We have different templates for different use cases. Selecting a “Build, Buy, Partner” template will generate a different sheet layout with different columns compared to a “Competitive Intelligence” template.

Below are definitions of the different templates to choose from:

Build, Buy, Partner: This template is used to track startups and capture company information & workflow while seamlessly managing the potential build, buy, or partner relationships in one place.

See which kinds of teams would use this template:

  • Strategy, Innovation, Corporate Development, M&A, Digital Transformation, Partnerships, and Business Development

Deal Flow Tracking: This template is used to monitor and track updates to relevant companies in your deal flow, while managing relationships with previous, current, or potential investment or acquisition opportunities.

See which kinds of teams would use this template:

  • Corporate Development, M&A, Corporate Venture Capital, Venture Capital, Partnerships, and Business Development

Partnership Pipeline: This template is used to monitor and track updates to relevant companies in your deal flow, while managing relationships with previous, current, or potential business partnerships.

See which kinds of teams would use this template:

  • Partnerships, Business Development, Strategy, Innovation, Corporate Development, and M&A

Portfolio Management: Monitor and track updates to companies in your portfolio.

See which kinds of teams would use this template:

  • Partnerships, Business Development, Strategy, Innovation, Corporate Development, and M&A

Market Mapping: Track startups and capture company information and workflow to quickly understand who the key players are within a new market.

See which kinds of teams would use this template:

  • Strategy, Innovation, Corporate Development, M&A, Corporate Venture Capital, Venture Capital, Digital Transformation, Tech Scouting

Relationship Management: Track startups and capture valuable information about your team’s relationship with clients.

See which kinds of teams would use this template:

  • Strategy, Innovation, Corporate Development, M&A, Corporate Venture Capital, Venture Capital, Digital Transformation, Tech Scouting

Strategy Management: Track data on your team's initiatives.

See which kinds of teams would use this template:

  • Strategy, Innovation, Corporate Development, M&A, Corporate Venture Capital, Venture Capital, Digital Transformation, Tech Scouting

Competitive Intelligence: Track and capture competitors and their associated data. 

See which kinds of teams would use this template:

  • Competitive Intelligence Strategy, Innovation, Corporate Development, M&A, Corporate Venture Capital, Venture Capital, and Digital Transformation

Collection Template Sheets - Once you select a template to use, you’ll also be able to select a template sheet to use. These will be located on the left side of the screen in the navigation bar under collections.

These sheets are created for specific purposes, and will change the column type within the collection itself. For example, the contacts sheet will have columns for name, email, phone number, etc.





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