Supercharged Notion workspaces that remove busywork and spark breakthroughs.
Consolidate knowledge, replace repetitive with automations, and harness AI to turn raw data into strategic clarity.
Trusted by Innovators
Designed for Venture
Our custom Notion workspaces consolidate tools, automate processes, and provide clean insights to help investment teams focus on what matters - finding the best opportunities.
Deal Flow Management
Track and evaluate opportunities in one place with custom views and automated processes.
Portfolio Monitoring
Comprehensive dashboards with automated KPI tracking and milestone alerts.
Performance Analytics
Custom reports and visualizations to analyze fund performance and portfolio health.
Common Challenges We Solve
Investment teams face unique operational challenges. We've identified these common pain points and built solutions to address them:
- Deal info spread across tools
- Manual processes slowing down decisions
- Lack of standardized reporting
- Communication silos between teams
- Data loss during team transitions
The Workcraft Difference
Unlike generic solutions, our Notion workspaces are built specifically for investment workflow:
Fund-specific customization
Tailored to your investment thesis and workflow
Process automation
Save hours on manual data entry and reporting
Team adoption success
Training and support for lasting implementation
Our Solution Stack
We build custom Notion workspaces that integrate with your existing tools to create a comprehensive command center for your fund operations.
Deal Flow Management
Organize and track investment opportunities efficiently:
- Custom deal submission forms
- Automated scoring and categorization
- Stage tracking and notifications
- Meeting notes and follow-up tasks
Deal Flow Management
Streamline your deal evaluation process with customized pipelines and automated scoring.
Our Process
From concept to implementation, we work closely with your team to ensure a smooth transition to a more efficient workflow.
- 1
30‑min Assessment
Map bottlenecks in your current workflow and identify priority areas for optimization.
- 2
Custom Blueprint
We design a tailored solution based on your specific fund needs and team structure.
- 3
Rapid Build
Our team builds your custom workspace with automations and integrations in 1-2 weeks.
- 4
Team Onboarding
We train your team to ensure successful adoption and usage of the new system.
- 5
Ongoing Support
Regular check-ins and updates to refine the system as your fund evolves.
Trusted by Innovators
We've helped dozens of investment firms streamline their operations and focus on their core business.
Client Testimonials
"Dave was fantastic at executing our vision to help centralize and streamline our processes with Notion. He was a great thought partner and available for anything we needed throughout the launch, and had excellent insights about the process."
Maryann Alspaugh
Program Director, Kauffman Fellows
"Dave's guidance turned Notion into the heartbeat of our company. In just a few weeks he helped us roll out org‑wide playbooks, AI‑powered workflows, and instrumented KPIs—something we'd been struggling to nail for years. His depth of knowledge, resourcefulness, and 'let's‑make‑it‑happen' attitude have been invaluable to our 30‑person, $33 M ARR team."
Dan Whaley
Founder, Hypothesis
"Dave is a Notion wizard! He listened to what we needed in a wiki and what core organizational problems we were facing and partnered with us to build and iterate on a structure and templates that solved them."
Maeve Duffy
Chief of Staff, Gratia
"At Virgil, we run our entire operations through Notion. The dashboard Dave built is incredibly robust, including matter tracking, timekeeping, analytics, CRM, and more. Dave's attention to detail, responsiveness, and practicality are a big plus to working with him. It's been an absolute pleasure."
Luke Versweyveld
Founder, Virgil
"David helped develop high-level strategy to improve the UX of our brand new knowledge base, developing a solution that required advanced knowledge of Notion. His skill-level, aesthetic sense, and Notion expertise were critical in helping us set up the right systems."
Aimee Reyes
Head of People, Kentik
Frequently Asked Questions
Everything you need to know about our Notion consulting services.
No. We integrate—not replace—your existing stack. Data can sync or link into Notion so you keep the functionality you love while gaining a single source of truth.
Book a Discovery Call
Schedule a 30-minute consultation to identify opportunities for streamlining your investment operations.
What to Expect
30-Minute Video Call
Brief but focused conversation to understand your needs
No Tech Setup Required
Just bring your questions and pain points
Actionable Next Steps
You'll receive a plan overview within 24 hours