Transform scattered deal notes into a unified investment intelligence hub
Automatically structure research findings, synchronize portfolio tracking databases, and generate reports from your team's collective knowledge in Notion.
Use cases
- Auto-generate structured deal pages: when sourcing workflows surface qualified companies, instantly create Notion pages with company data, team assignments, and diligence checklists pre-populated
- Sync portfolio databases with live metrics: automatically update your Notion tracker with current headcount, revenue run-rate, burn multiple, and news sentiment from connected data sources
- Convert research outputs into formatted memos: transform scattered findings from web research, database queries, and analyst notes into polished investment memos using your house templates
- Extract insights across deal database: use AI to analyze patterns in your deal notes—identify why certain sectors convert better, what red flags predict passes, which partners close fastest
Dynamic Database Management
Automatically create entries, update properties, and maintain relationships across Notion databases based on workflow triggers and external data changes
Template Instantiation
Generate pages from templates and populate them with structured data—turn blank deal templates into comprehensive profiles without manual copying
Cross-Page Intelligence
Query and analyze content across your entire workspace to surface insights, identify patterns, and retrieve relevant precedents from past deals
Bidirectional Sync
Keep Notion in sync with your CRM, data providers, and internal systems—changes in either direction automatically propagate to maintain single source of truth
About Notion
Notion is the connected workspace that combines notes, tasks, wikis, and databases in one tool, used by over 100 million individuals and teams including thousands of investment professionals. Its flexible structure and powerful databases make it ideal for managing deal flow, research, and portfolio tracking, while its API enables sophisticated automation for teams wanting to augment human workflows with AI and integration.
About QX Labs
QX automates the manual work that slows down investment firms. By unifying your data subscriptions, internal knowledge, and 100+ integrations, we automate workflows across sourcing and diligence—freeing your team to focus on high-value decisions.
Experience the most powerful automation platform for investors
Schedule a call with us to run through your bespoke requirements and see how we can level-up your investment workflows with AI.
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