Private Equity OS - Notion Template

$27.00

A complete operating system for managing your private equity deals, investments, and long-term wealth strategy - all inside Notion.

This template gives you the structure to organise deals, track portfolio performance, manage due diligence, and systematise decision-making and business operations. Whether you’re running a small investment group, building your first acquisition, or scaling toward a multi-million-dollar portfolio, Private Equity OS helps you stay organised and think like a fund manager.

Includes:

  • Business OS – our popular business operations template. Duplicate per company for streamlined management.

  • Deal Flow Manager – capture, screen and prioritise potential acquisitions.

  • Due Diligence Calculator – evaluate financials, risks and opportunities with clarity with our calculator.

  • Portfolio Tracker – monitor performance across multiple assets and holdings.

  • Investment CRM – track company operations, financials and strategy for all business entities.

Built for any type of investor who is serious about wanting clarity, scale and leverage from day one.

A complete operating system for managing your private equity deals, investments, and long-term wealth strategy - all inside Notion.

This template gives you the structure to organise deals, track portfolio performance, manage due diligence, and systematise decision-making and business operations. Whether you’re running a small investment group, building your first acquisition, or scaling toward a multi-million-dollar portfolio, Private Equity OS helps you stay organised and think like a fund manager.

Includes:

  • Business OS – our popular business operations template. Duplicate per company for streamlined management.

  • Deal Flow Manager – capture, screen and prioritise potential acquisitions.

  • Due Diligence Calculator – evaluate financials, risks and opportunities with clarity with our calculator.

  • Portfolio Tracker – monitor performance across multiple assets and holdings.

  • Investment CRM – track company operations, financials and strategy for all business entities.

Built for any type of investor who is serious about wanting clarity, scale and leverage from day one.

 
 

Unlock the benefits

A complete operating system for managing your private equity deals, investments and long-term wealth strategy - all inside Notion.

Running an investment portfolio shouldn’t mean spreadsheets scattered across drives, lost due diligence notes, and endless back-and-forth with partners.

 

Running a small investment group

Private Equity OS gives you a single source of truth for every deal, partner, and portfolio update. Instead of scattered spreadsheets and endless back-and-forth.

Executing your first acquisition

When you’re buying your first company, missing details can cost you everything. Private Equity OS provides the structure you need to evaluate opportunities with confidence

Scaling toward a multi-million-dollar portfolio

Growth brings complexity. With multiple businesses, investors, and moving parts, chaos can creep in quickly. Private Equity OS gives you the dashboards, CRMs, and portfolio tracking tools to manage scale without losing control.

 
 

Built for Any Serious Investor

Private Equity OS gives you clarity, scale, and leverage from day one.

This is more than a template. It’s an investment command centre designed for operators who want to think and act like private equity professionals. Stop winging it. Start operating with precision.

If you’re sourcing deals, managing multiple businesses, tracking performance, and planning exits—you need more than just Notion. You need a system.

Without one:

❌ You’re wasting hours piecing together fragmented data
❌ You’re missing opportunities because deal flow isn’t structured
❌ You’re making decisions in silos instead of seeing the big picture
❌ You’re managing like a hustler instead of operating like a fund

 
 
 

Private Equity OS is your streamlined solution.

A single, powerful system to:

✅ Capture and screen new deals with clarity
✅ Run due diligence with consistency and precision
✅ Manage financials, operations, and portfolio performance in one place
✅ Track investors, partners, and key relationships
✅ Systematise decision-making and scale like a professional fund manager

 
 

WHAT'S INSIDE:

🔸 Business OS – Our signature operations framework. Duplicate per company for simple, streamlined management.

🔸 Deal Flow Manager – Capture opportunities, screen acquisitions, and rank deals by priority.

🔸 Due Diligence Hub – Centralise financials, risks, and opportunity analysis so no detail gets lost.

🔸 Portfolio Tracker – Monitor performance across multiple assets and holdings at a glance.

🔸 Investment CRM – Manage all investor, partner, and company relationships with clear records of operations, financials and strategy.

 

FAQ

 

    • Portfolio database (includes Business OS template)

    • Our Companies List

    • Venture Scorecard

    • Investments Tracker Database

    • Companies List

    • Contacts Database

    • Deal Flow Tracker

    • SOP Library

    • Development Projects Database

    • Knowledgebase

    • Master Task HQ

  • No — this works perfectly on the free plan.

  • In under 10 minutes.

  • Absolutely. It’s built to be flexible, so you can tweak it to suit your workflow.

  • No — this OS suits any business owner.

 

You might also like