Definition of Collection TemplatesLast Updated: October 08, 2019
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.
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.
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.
Portfolio Management: Monitor and track updates to companies in your portfolio.
Market Mapping: Track startups and capture company information and workflow to quickly understand who the key players are within a new market.
Relationship Management: Track startups and capture valuable information about your team’s relationship with clients.
Strategy Management: Track data on your team's initiatives.
Competitive Intelligence: Track and capture competitors and their associated data.
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 Startups sheet will have columns for companies, URL, description, tags, funnel, priority, etc.