Managing Your Investor Network
Track founder relationships, deal flow, and portfolio companies locally
Angel investors and VCs live inside a web of relationships. Founders you have met at demo days. Portfolio companies you are actively supporting. Co-investors you syndicate with. LPs who expect updates. At any given time, you might be tracking hundreds of people across dozens of contexts, and the relationships between them matter as much as the individuals.
Most investors cobble together a system from whatever is at hand. A spreadsheet for deal flow. A Notion database for portfolio notes. Calendar reminders for follow-ups. LinkedIn messages you meant to respond to last week. The information exists, but it is scattered across tools that do not connect. Deals slip through because you forgot to follow up after that coffee meeting three weeks ago. Intro requests sit in your inbox because you cannot quickly recall who knows whom.
The dedicated tools exist, but they are built for firms, not individuals. Affinity starts at $2,400 per year and assumes you have a team. Attio charges per seat and focuses on collaborative workflows. Both are cloud-only, which means your deal flow data -- the most sensitive information in your professional life -- lives on someone else's servers.
Evergreen gives you a single place to manage every relationship in your investment network. When you meet a founder at a demo day, add them as a contact with tags like founder, seed-stage, or fintech. Log the conversation as an interaction -- what they are building, what stage they are at, whether there is a fit. After a pitch meeting, add detailed notes: team background, market thesis, traction metrics, your gut reaction.
The power is in the search. Use tag:founder touched:<60d to surface every founder you have not followed up with in two months. Search tag:seed-stage tag:ai to see all early-stage AI companies in your pipeline. Because Evergreen uses smart tokens, you can slice your network any way you need without building custom views or database queries.
For active investments, each portfolio company's contact entry becomes a living document. Use markdown notes to track round details, board meeting notes, key metrics, and strategic context. Attach action items for board prep, intro requests from founders, or follow-ups on commitments you made during the last board meeting.
Tag portfolio companies with portfolio and their stage -- series-a, series-b -- so you can quickly filter to the companies that need your attention right now. Use tag:portfolio has:actions to see every portfolio company where you have outstanding commitments.
Investing is a network business, and understanding how your contacts connect to each other is as valuable as the contacts themselves. Evergreen's network visualization shows the relationships between people in your database -- which founders know each other, who introduced whom, and cluster patterns in your deal flow. You can spot that two portfolio founders share a common advisor, or that most of your best deals came through the same three introducers.
Connect Evergreen to Claude through MCP and your relationship data becomes queryable in natural language. Ask "which founders tagged seed-stage haven't I talked to in 90 days?" and get an instant list. Ask Claude to "summarize my interactions with the Acme team this quarter" before a board meeting and get a concise briefing pulled from your interaction history and notes. You can even ask Claude to draft follow-up emails that reference specific details from your last conversation.
Affinity is excellent software, but it starts at $2,400 per year and is designed for investment teams with shared pipelines and deal rooms. Attio is similarly team-focused with per-seat pricing and collaborative features you do not need as a solo investor or small syndicate. Both are cloud-only, which means your deal flow -- the founders you are talking to, the terms you are considering, the companies you have passed on -- lives on their infrastructure.
Evergreen is $9.99, runs entirely on your Mac, and stores everything in a local SQLite database. Your deal flow data never leaves your machine. There is no subscription to manage, no per-seat pricing, and no risk of a cloud provider's data breach exposing your investment activity. For solo angels and small fund managers who want powerful relationship management without enterprise overhead, it is a fundamentally different approach.
Get Evergreen on the Mac App Store